I come from a family where women mean business. My grandmother and mother both owned and operated successful retail stores in Columbia and Lake of the Ozarks in a time where few women owned businesses. They did their own accounting, as money matters came naturally to them. Eventually, my mother decided to pursue her passion for finance by opening her own Edward Jones practice. For me, there was never a question - business was a place where women excel.
My job as a financial advisor is to partner with you to build a customized strategy. Deeply understanding what is most important to you guides me in tailoring strategies for every family with whom I partner.
I grew up at Lake of the Ozarks. While the Lake still plays an important role in my family's life, we relocated to Kansas City before high school. I didn't stray far for college. I hold bachelor's and master's degrees from the University of Kansas. While in college, I met a handsome engineering student who shared my love for the Lake and KU basketball. After seven years of dating, we hitched our wagons to each other's stars.
Today, we live in Leawood with our two energetic sons. We believe in giving back to the community that has given us so much. I'm a long-time Rotarian and my Eagle Scout husband proudly helps lead Pack 3472. Our most passionate focus of support is Children's Mercy Hospital, where our oldest son's life was saved when he had a massive stroke at age 3. Our debt of gratitude for the ongoing care they provide our survivor can never be repaid, but that won't stop us from trying.
My experiences with our son helped me to become a better financial advisor to my clients. I have a deep understanding of the ripple effects that happen when life throws the unthinkable your way. I know how to prepare for the unexpected within your financial picture. My professional team of Randi McInnis and myself are honored to join you on that journey. We promise to guide you down the right path.
Focus areas
- Charitable Giving
- Employee Stock Options
- Intergenerational Planning
- Domestic Partner Finances
- Wealth Strategies
- Divorce Finances
Focus Areas
- Charitable Giving
- Employee Stock Options
- Intergenerational Planning
- Domestic Partner Finances
- Wealth Strategies
- Divorce Finances
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Traveling
- Volunteering
- Wine Collecting/Enthusiast
Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Traveling
- Volunteering
- Wine Collecting/Enthusiast
Office Information
Phone Number
Joanna Bramlett at (913) 681-2364Branch Team
- Randi McInnis
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Randi McInnis
- Sr. Branch Office Administrator
Branch Team
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