Buttonwood Financial Group
The Buttonwood Financial Group Team is dedicated to simplifying our clients’ lives. The breadth of experience throughout our Team allows us to solve problems all of us will face as we move through life. We find the right solutions to your challenges because we’ve lived through them! Our knowledge and services extend far beyond traditional asset management and provide real peace of mind for you and your family.
Meet The Team
I am blessed to be able to serve clients and community in so many ways! In my primary role as President of Buttonwood Financial, our Team focuses on the financial…
I serve as a Senior Advisor with Buttonwood Financial Group, LLC. Our vision is to simplify your financial life. Acting as your Family CFO, we coordinate all financial aspects…
I serve my clients as Lead Advisor with Buttonwood Financial Group, LLC. Working closely with individuals and families to simplify the complexity that comes with wealth…
I serve clients as Lead Advisor with Buttonwood Financial Group, LLC, a full service Wealth Management company with over $350 million in investment assets…
As an architectural studies major, it was an elective Personal & Family Finance course which made me adjust my path. While completing my degree at the University of Missouri…
I am a graduate of the University of Central Missouri, where I majored in Accounting, minored in Finance, and also returned later to receive an MBA in Ethical Strategic…
My love for Kansas City began at a young age. I knew I felt strongly about KC after countless trips up to shop on the Plaza with my mom and dad. Naturally, I chose to pursue my degree…
I graduated from Texas Christian University with a Bachelor degree in Business Administration, where I majored in Finance. As a member of Phi Delta Theta, I’m involved…
I spent my entire career in the mutual fund industry, pricing defined contribution plans for large companies at State Street Bank & Trust, analyzing mutual fund…
I have worked on the front lines of the financial industry for over 15 years. During my last few years of college at the University of Missouri – Kansas City, I began my…
Ready to talk?
Let’s talk and see if our Family CFO services are a fit for you, your family and your needs.