As a financial advisor, I have one goal: to lift burdens off my clients’ shoulders by simplifying the chaos and removing the intimidation that so many feel when it comes to finances. To me, success is when you have confidence in your decisions and can refocus your most limited resource - time - back on who and what matters to you. I love what I do and respect the responsibility that comes with it.
Change is constant. We grow as individuals and as families. Life throws us curveballs. Our preferences and priorities shift. The financial world itself evolves, too, and I partner with you to navigate through that uncharted territory. In order to maintain the competence and knowledge needed to do this, I am a permanent student of my craft. I seek out formal education opportunities as well as the informal ones that help me understand why we humans think and behave the way we do. Both help me guide you toward better financial decisions.
In 2015, I was invited to become a limited partner of Edward Jones, and I’ve been privileged to lead and mentor my peers. Outside of Edward Jones, I am currently on the advisory board of the Northland Community Foundation, serving needs in Platte and Clay counties, and serve on the Regional Advisory Council for the Greater Kansas City Community Foundation. I am a member of the Financial Planning Association of Greater Kansas City and the Mu Mu Alumnae Chapter of Alpha Chi Omega.
I am grateful to have an amazing team alongside me, from my Branch Office Administrator, MacKayla, to our entire home office of specialists ready to help provide the highest quality service possible. Together with your tax and legal partners, we work through an established process, develop personalized strategies, and provide the guidance to help keep you on track toward what is most important to you.
- Charitable Giving
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Intergenerational Planning
- Retirement Income Strategies
- Estate & Legacy Strategies
Office AddressBarry Pointe Office Park
9051 N E 81st Ter Suite 230
Kansas City, MO 64158 opens in a new window
Mailing Address9051 N E 81st Ter Suite 230
Kansas City, MO 64158
Phone NumberMichelle Jarvis at (816) 781-8804
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