Jeff Vineyard

I pride myself on a knack for creative problem solving. With more than 15 years of experience, I enjoy sharing my knowledge and experience with the community I call home here in greater Kansas City.

“Closeness and familiarity are what helps me understand the unique needs, dreams and desires of the members I serve.”

I learn as much as I can about what is most important to the member and then tailor the financial plan to meet them at the level that is most comfortable to them. I’m enthusiastic about the challenge of creating a unique portfolio that accomplishes their individual goals, no matter how big or small, and meet them where they are in their life stage, from starting an investment strategy to planning for retirement.

My wife and I live in Liberty, MO with our daughter. In my spare time I enjoy golfing and coaching my daughter’s sports teams.

Call today to set up a no-obligation conversation about your financial well-being.


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