The last couple of years have given many of us clarity on what is truly important and what we want our future to look like. These are worthy conversations that effect every aspect of our lives, including our wealth plan.
When it comes to your financial goals, the journeys on which you wish to adventure, the memories you plan to make, and the legacies you strive to leave behind – each of your aspirations deserves to be unique and important with a comprehensive plan and a dedicated financial partner to join with you and prepare for what's ahead.
To ensure my clients receive individualized financial advice, I work closely with you as well as other professional partners – such as CPAs, attorneys and charitable partners. My goal is that you feel more informed and more confident in all your future endeavors.
Years ago, my journey with Edward Jones started just like yours: as a client. It was through my own personal encounters and relationship with my financial advisor that drove my interest and intrigue to become a Chartered Advisor in Philanthropy (CAP®) and join the Edward Jones team in early 2020.
My life outside Edward Jones is filled with volunteering at Junior Service League of Independence, Rotary Club of Eastern Independence, Gateway Church of Blue Springs and Won by One to Jamaica. All other hours are shared with my chemistry-teaching husband, Dan, and our two children, Anna and Ames. 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.
My dedicated team includes Branch Office Administrator Haley Creed along with thousands of personnel at Edward Jones. Whether we are online or in-office, our goal is to connect with you wherever you are.
Please do not hesitate to reach out to Haley or me to schedule a complimentary comprehensive financial review or to request a presentation at your next event. We look forward to getting to know you and partnering with you achieve your financial goals.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Insurance & Annuities
- Charitable Giving
Phone NumberShannon M Sundberg at (816) 795-2470
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