My commitment to my clients is to support and deliver on our value of providing a holistic approach to achieving their goals. I strive to understand your interests and goals for you and your family, which will form the basis for our relationship. I will be there every step of the way to develop and carry out a long-term strategy to keep you on track.
I look forward to serving clients who are interested in making long-term investments – aligned to their strategies – as part of a relationship built on mutual respect. My drive and desire is fueled by seeing my clients with a feeling of comfort knowing they have a strategy in place to achieve their goals.
Outside of the office, you'll likely find me and my wife, Callie, active in some sort of sport or activity. We both love to golf and play pickleball and when the weather turns cold, I love getting on the ice and playing hockey. I try to be involved in our community and am an active member of the Riverside Area Chamber of Commerce.
I would love the opportunity to sit down and discuss my philosophy and to have the chance to get to know more about you. Please give my office a call and we'd be happy to schedule a time for us to meet. We can be reached at (816) 584-9600. I look forward to speaking with you.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- New Investors
My Personal Interests
- Spending Time with Family
Office Address4151 N Mulberry Dr Ste 206
Kansas City, MO 64116
Phone NumberScott M Sheldon at (816) 584-9600
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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