As an Edward Jones financial advisor, I help families grow, protect and preserve their wealth. I do this by working closely with you to understand your goals, creating a customized strategy to reach those goals and recommending investments that are within your comfort zone. I welcome working with other professionals such as your CPA and estate attorney and believe these steps are important before investing your money.
I began my Edward Jones career in 2009 and run the office at 135th and Pflumm in Overland Park, KS. My additional responsibilities with the firm have included regional compliance information leader, field trainer, systems trainer/coach and financial advisor mentor.
Prior to joining Edward Jones, I worked in sales and sales management for 16 years, primarily in the forest products industry. I graduated from the University of Kansas in 1992 with a bachelor of science degree in cellular biology.
My wife, Lori, and I have been married over 20 years and have two children, Isaac and Abigail. I enjoy attending my children's academic and athletic events, as well as playing golf in my spare time.
Clients can expect a consultative approach to their financial needs. They can also expect personal attention and prompt answers to their financial questions and concerns. I believe it's important to invest my time to understand what you're working toward before we invest your money.
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
My Personal Interests
- Outdoor Enthusiast
- History and Museums
- Spending Time with Family
Phone NumberSam Patterson at (913) 897-8010
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
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