As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I believe everyone deserves personalized guidance and advice, and I pride myself on working with many different individuals in very different circumstances. Nothing gives me more joy than seeing people I work with achieve their financial goals and dreams and knowing I was a part of it.
In 1989, I began my career with Edward Jones as a branch office administrator. In 1993, I became a limited partner with the firm and also became a financial advisor that same year. I have served the firm in many capacities, including mentor, compliance information leader, level leader and field trainer. I achieved the AAMS™ professional designation in 2007.
A little about me: originally from Marysville, I moved back "home" in 1987 after working for the Kansas State Treasurer in Topeka. I have served on a Marysville Main Street committee and the Marysville Planning Commission and as president of the local Rotary Club.
Outside of Jones, my passions are my family and friends. I enjoy being outside and spending time with my two daughters and their spouses. Liz and Tyler live in Marysville, and Allison and Sam live in Wichita.
My hardworking team includes my branch office administrator, Deb Dwerlkotte. Deb assists me in providing you with outstanding client service. Please don't hesitate to contact her with questions.
Our office seeks to provide you with highly personalized service focused on your needs. We utilize an established process to build individualized strategies designed to achieve your goals, and we look forward to partnering with you throughout your life to help keep you on track. These things are important to me... More meaningfully, what's important to you?
- Portfolio Reviews
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Insurance & Annuities
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Active Lifestyle
Office Address910 Broadway
Marysville, KS 66508 opens in a new window
Phone NumberKate Manley at (785) 562-5533
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More