I am a dedicated financial advisor and have earned the CERTIFIED FINANCIAL PLANNER™ certification. My focus is on helping clients pursue their long-term financial goals through comprehensive, individualized financial advice.
I completed the rigorous process of earning the CFP® certification in 2018, and continually build on that education alongside the standard requirements within the industry. I also earned a degree in finance from the University of Kansas, graduating with distinction. I was selected to participate in the KU Finance Scholars program, which gave me the opportunity to meet and have lunch with Warren Buffet in Nebraska.
In order to provide a comprehensive financial service, I collaborate with my clients' accountants, attorneys and other trusted professionals to help with creating the most appropriate solution. I am purposeful and process-driven in order to uncover risks and opportunities for my clients. My team and I focus on delivering an ideal experience by consistently assessing the client's situation and informing the client of important developments. I understand that my clients are often busy and strive to simplify this critical part of life. My dedicated team also includes Jennie Chappell and Sandy Ruckh, Branch Office Administrators.
Outside of Edward Jones, I currently serve on the planned giving advisory committee of Children's Mercy Hospital, as well as the Mercy Ambassadors Auxiliary. I am a Kansas City native and still reside in the area with my husband, John, and our children, Blakely and Ben.
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- College Savings
- Estate & Legacy Strategies
Phone NumberJulia Bartak at (913) 236-4433
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