I joined Edward Jones in 2008, and over my years with the firm, I've had the privilege of partnering with our clients to help them achieve their own definition of financial success. One of the best parts of my job is celebrating with our clients when they achieve important milestones like making their dream of retirement a reality or sending their kids to college debt-free.
In 2011, I was honored to be named a limited partner with the firm. I also hold the CFP® designation.
My wife, Vanessa, and I reside in Prairie Village with our daughters, Mia and Camila. We spend as much time as possible together as a family. Some of our hobbies include cooking, traveling and cheering on our local sports teams.
Amanda Rooks, who has called Kansas City home since 2002, is my senior branch office administrator. She has extensive experience in customer service and office management. Together, we are committed to providing the highest level of service possible. She is married to Donnie and they have two wonderful sons. I'm very lucky to have her on my team.
Working in partnership, Amanda and I work with a select group of clients to help them organize, build, protect and ultimately transfer their wealth. In doing so, we strive to develop long-term relationships. I want to become your personal financial advisor for life. We also work to create strategic partnerships with your accountant, attorney and other professionals to help ensure we are always acting in your best interest.
I truly believe the amount of personalized care and attention we provide to each client is unsurpassed in the industry. I will regularly monitor your progress to help make sure you stay on track. Throughout it all, we're dedicated to providing you with world class service.
Please call us when we can be of service to you!
- Charitable Giving
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Socially Conscious Investing
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Phone NumberKyle Rizi at (913) 381-3922
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