I have been a financial advisor with Edward Jones since 2009. I'm a graduate of Kansas State University. Prior to becoming a financial advisor, I spent five years as the director of development for a non-profit organization.
I use an established process to create custom financial strategies for my clients. My passion is getting to know my clients on a personal level and understanding what is most important to them. I operate with integrity and always put the clients' best interests first. To provide a comprehensive service, I regularly collaborate with CPAs, attorneys and other trusted professionals, always keeping client information confidential.
I serve a wide variety of clients, from rural farmers to corporate business executives. When working with multigenerational families, I'm able to develop unique strategies for wealth transfer. For retirees and soon-to-be retirees, I help them plan and manage their ideal retirement.
My branch office administrator, Dawn Myers, is dedicated to providing clients with the highest level of service possible. Dawn assists clients with questions concerning their statements, banking services, tax documents or any general account matters.
A lifelong Kansan, I was born and raised in the small community of Sedgwick. I've lived in Wellington for over 18 years. Outside of my role with Edward Jones, I'm active in my community. I've served as a member of Lions Club, a thriving Social Sorority, PTA and Booster Club, a board member of the Area Chamber of Commerce and Project Prom. In my free time, I enjoy spending time with my three children and staying active with sports. During the summer, my family enjoys free weekends at our family lake house in Council Grove, Kansas.
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- LGBT Finances
- Portfolio Reviews
- Wealth Strategies
My Personal Interests
- Personal Fitness
- Sports Enthusiast
- Active Lifestyle
- Spending Time with Family
Phone NumberKelli L Barton at (316) 773-7882
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