Buttonwood Financial Group
We are an independent wealth management firm based in Kansas City, Missouri assisting individuals and families in simplifying the complexity that comes with wealth. Serving as a Family CFO, we’ll coordinate and integrate your financial life — including taxes, insurance, estate planning, investments, cash flow, retirement, education, and business strategies. With our office also operating as a community art gallery, Buttonwood fulfills a philanthropic passion to give back to the community. We are uniquely dedicated to supporting the arts, education and other charitable causes. With us, you’ll achieve something greater than wealth: wealth with a purpose.
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 clients as a Lead Advisor with Buttonwood Financial Group, LLC. Our vision is to simplify your financial life. Acting as your Family CFO, we coordinate all financial…
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…
An intro to personal finance class in college opened my eyes to helping families with their finances. During school and after graduating from the University of Missouri…
I graduated from Kansas State University with a Bachelor of Science, where I majored in Marketing with a minor in Business. Upon graduating in May of 2016…
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 when I was a young child coming up to shop on the Plaza with my mom. That love intensified when I moved to KC to obtain my…
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…