I believe selecting a financial advisor is an incredibly important decision. That’s why I offer a complimentary consultation to explain my process and answer any questions you may have. I take pride in getting to know my clients' unique goals and aspirations. It is with that understanding that I am able to make personalized recommendations. I help clients with questions, such as:
- Am I saving enough for retirement?
- Am I ready/able to retire now?
- How do I manage my income stream during retirement to help ensure my money
- How do I protect my loved ones in the event of death or expensive medical
- What can I do now to make things easier on my loved ones in the future?
I understand that the planning process is never complete. I partner with my clients throughout their lives and update plans as things change. I also work with my clients' attorneys and CPAs to help ensure the strategies are executed appropriately.
I was born and raised in St. Louis. My husband, Alan, and I moved to Warrensburg in 2016, and we have truly enjoyed becoming a part of the community. I am a member of the Warrensburg Chamber of Commerce and on the board of the Western Missouri Medical Center Foundation. In my free time, I enjoy spending time with my family, traveling, triathlons, being outdoors and spoiling my two dogs — Stella, a Golden Retriever and Conan, a Nova Scotia Duck Tolling Retriever.
I received my bachelor’s and master’s degrees in accountancy from the University of Missouri. Prior to Edward Jones, I worked for PricewaterhouseCoopers in Kansas City, focusing on the financial services industry.
My branch office administrator, Amy Pierce, keeps the office running smoothly. She considers every client to be a part of the Edward Jones family, and takes care of them as such! Amy lives in Higginsville with her husband and two children.
We look forward to getting to know you soon!
- Retirement Income Strategies
- Intergenerational Planning
- Military Professionals & Veterans
Phone NumberKathleen Brandt at (660) 747-6128
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
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