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Brian Sandy, Financial Advisor

FINANCIAL ADVISOR
Brian Sandy

CFP®, ChFC®, AAMS™, CRPC™, CRPS™
200 S.E. Douglas Ste 105, Lees Summit, MO 64063opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies

About Brian

I am a financial advisor that focuses on helping clients maximize their retirement savings and achieve other financial goals while assessing their day-to-day risks. I use an established 5-step process to allow my clients to understand where they are in their overall financial picture and how to proceed from here to their desired goals. This is achieved by understanding what is important to the client and working closely with them to implement the needed actions and monitor progress going forward. Creating a financial strategy is not an event; rather, it is an ongoing process.

I have lived in the Kansas City...

Work History

  • Edward JonesMay 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • College for Financial PlanningMaster of Science
  • Univ of Missouri-Kansas CityMasters

Personal Interests

  • Spending Time with Family
  • Traveling
  • Health & Nutrition
  • Personal Fitness
  • Camping

Team Members

  • Denise Jensen
    Sr. Branch Office Administrator
  • Vicki Ross
    Sr. Branch Office Administrator
  • Trendla Moore
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(816) 272-5650

Fax

(888) 368-2618

Office Address

200 S.E. Douglas Ste 105
Lees Summit, MO 64063opens in a new window

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