Financial Advisors in Lee's Summit, MO

Helping you elevate your financial potential

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200 Northeast Missouri Road

Suite 200

Lee's Summit, MO 64086

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THE Lee's Summit, mo TEAM

  • Ashley Decker

    Director, Financial Planning

    Lee's Summit, Liberty, Overland Park

    Ashley Decker

  • Chris Ziola

    Director, Financial Planning

    Des Moines, Lee's Summit, Liberty, Omaha, Overland Park

    Chris Ziola

  • Darrin Wolff

    Director, Financial Planning

    Lee's Summit, Liberty, Overland Park

    Darrin Wolff

  • Dylan Wilkinson

    Director, Financial Planning

    Lee's Summit, Liberty, Overland Park

    Dylan Wilkinson

  • Jeffrey Cram

    Director, Financial Planning

    Lee's Summit, Overland Park

    Jeffrey Cram

  • Kelli Smith

    Executive Director, Financial Planning

    Greensboro, Lee's Summit, Liberty, Overland Park, Raleigh

    Kelli Smith

  • Kelly Van Deusen

    Director, Financial Planning

    Lee's Summit, Overland Park

    Kelly Van Deusen

 

 

 

 

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Working with us in Lee's Summit, MO

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.The Edelman Financial Engines office in Lee’s Summit – open by appointment only – is here for you, serving the eastern region of the Kansas City metro area, including Lee's Summit, Independence and Blue Springs. 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.

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