Buttonwood Financial Group
At Buttonwood, our culture is focused on providing clients a comprehensive Family CFO experience. From simplifying financial lives, to implementing solutions for real-world challenges, we remain dedicated to the individual needs of each client.
As you move through life and its transitions, the Buttonwood Team is focused one step ahead, ensuring your financial strategy remains on track. Our expertise and services expand far beyond asset management, offering what many only hope to achieve; 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 Senior 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…
While attending Rockhurst University, I was able to encounter my first hands-on experience in the financial industry. Upon completion of my degree in Financial Markets…
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…
Assisting people in realizing solutions for their financial lives is a passion of mine. I enjoy doing this by listening and providing honest feedback based…
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…
Careers
The talent and passion of our Team is paramount to the success of Buttonwood Financial Group. Together, we share a common philosophy of strong ethics and exceptional service, fostering a positive and fun work environment. Our Team works together to design and implement comprehensive solutions for our clients based on a fiduciary foundation of trust. We remain active in our community as a group and are proud to collectively make an impact on our community.
Are you interested in joining the Buttonwood Team?
Ready to talk?
Let’s talk and see if our Family CFO services are a fit for you, your family and your needs.