portrait of Kaleb M Brzon

About Kaleb

We work with the serious long-term investor and families who value personal service, relationships and a goal-oriented approach. I am passionate about helping you explore new possibilities when faced with times of transition, such as retirement, a career change, receiving an inheritance or planning for the unexpected. Complex tax and estate situations often arise with our clients, and we enjoy being valuable members of their professional team, working in partnership with their attorney, CPA and other professionals.

Growing up working on our family farm in North Central Kansas helped me to develop the strong work ethic and character my clients expect...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • College Savings

Work History

  • Edward JonesMarch 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Emporia State UnivBachelor of Science

Team Members

  • Maradith Molstad
    Sr. Branch Office Administrator
  • Sara Jamison
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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