Jeffrey
Cram
CFS®
Here to act in your best interests
About me
I served four years in the Navy during the Desert Storm campaign before attending college on the GI Bill. I’ve been a financial planner since 2001, specializing in comprehensive financial planning for my clients all across the country. Away from work, I enjoy spending time with my family, traveling, and playing lots of tennis!
Certifications
Certified Fund Specialist®
Education
Bachelor of Science, Biology - Kent State University
Visit one of our Locations
Kansas City III - Lee's Summit (Appt Only)
210 SW Market Street
Lee's Summit, MO 64063
Kansas City I - Overland Park
10950 Grandview Drive
Suite 600
Overland Park, KS 66210
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
