RAYMOND JAMES FINANCIAL SERVICES - Key Persons
Job Titles:
- CFP®, Licensed Insurance Agent
I coordinate finances for families and business owners in the Kansas City area. I take a holistic approach in order to help my clients develop a "whole plan" for their lives today, and for their future.
I'm driven by educating people in the ways their money can work for them, and I enjoy seeing my clients continue their progress toward what's important in their lives.
As a second-generation Financial Advisor with Keating & Associates (K&A), healthy financial practices are deep-rooted. While attending KU, I began my career as a financial services intern with K&A. After graduation, I spent time in Washington DC as both a Congressional Intern and a Public Policy Intern.
My Midwest roots, as well as my love for the local sports teams (CHIEFS!) brought me back to Kansas and to K&A. I have the pleasure of working with a wide range of clients including retirees, professionals, and young families. I also enjoy working with local business owners to implement and monitor their retirement plans.
As Account Administrator and Client Services Manager, I schedule meetings for Josh and Joe, ensure accounts are updated as needed, complete client requests for money movements, trades, and any other account-related administrative tasks.
My career in finance began in 2020 at Glass, Lewis, & Co. as a Research Associate. From there, I went to American Century Investments as an Investment Representative but was still looking for the right fit. Since starting at Keating, I have felt incredibly rewarded by the work and the company culture.
Prior to working in finance, I worked for 7 years as a professional chef in California - from Santa Cruz, to Oakland, to San Francisco - but moved back to Kansas City to be closer to my family and complete my degree in English at UMKC.
I enjoy engaging with clients, while also making things easier for Josh and Joe so they can better assist clients with their advising and planning needs.