portrait of Steve Anderson
FINANCIAL ADVISOR
Client by Referral
Serving clients with $250,000
CallSend Me a Message

About Steve

Every one of our client's journeys are unique. Their stories shape their values, and their values shape their goals. We take the time to get to know your story first. Only then can we partner together to create a tailored road map that's right for you.

My life's journey was shaped through lessons learned from a single mom, in a family of five kids. A life lived on the lakes of Minnesota to the plains of Nebraska, from the mountains in Colorado to the Rift Valley in Kenya, to the rainforest in Cote d'Ivoire and the City of Trees in Fairway,...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Charitable Giving

Work History

  • Edward JonesMay 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Rockhurst UniversityMaster of Business Admin

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Outdoor Enthusiast
  • Home Improvement

Team Members

  • Maggie Evans
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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