I have been working with clients and financial advisors since 2013. I worked as a strategic partner helping educate financial advisors and their clients on charitable giving strategies and family legacy planning. In 2020, I joined Edward Jones as a financial advisor.
I am native to Blue Springs and my husband, Dan, and I love living and serving others in my hometown. Dan is a science teacher at Blue Springs South High School. We have been blessed with two children, Anna and Ames. As a family, we love to swim, hike, ride bikes and play games. And, we are always on the lookout for good local restaurants!
I am an active member of Junior Service League of Independence, engaged fundholder at Truman Heartland Community Foundation and active volunteer at Gateway Church of Blue Springs. Dan and I are dedicated to serving others through international mission work and hope to instill our passion for serving others to our children as they continue to grow.
As an Edward Jones financial advisor, understanding what is important to you is the foundation for a solid relationship. Once I understand what your goals are, we develop a strategy to help you accomplish those goals. I continually monitor our strategy and meet with you to help you stay on track. My desire is to walk through life with my clients and I enjoy seeing them achieve their financial goals and dreams. So, whether you are starting out or ready to retire, I would love the opportunity to earn your trust and your business.
Office Address220 NW R D Mize Rd Suite A
Blue Springs, MO 64014
Phone NumberShannon M Sundberg at (816) 598-8363
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