Advisor

Professional Photo of Jeff Vineyard

Jeff Vineyard

Contact

[email protected]
816.220.5045
Request an Appointment
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.

Primary Location

Briarcliff Financial Planning Center
1251 NW Briarcliff Parkway
Suite 95
Kansas City, MO 64116
Carlson Team Photo

Meet the Team

Everyone's financial goals are unique. Rance and his team are here to help you reach them with a comprehensive and collaborative approach to help guide your short- and long-term plans.

 

Meet with Rance, Jeff or Chase to start your journey to achieving financial peace of mind.

Jeff Vineyard is insurance licensed in California and offers insurance services through Copper Financial & Insurance Solutions.

California Insurance Agent License #0I93286

Copper Financial & Insurance Solutions License #0J06220

Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.

 

Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

 

Link to the Copper Financial Customer Relationship Summary.

 

Investment and insurance products offered through Copper Financial:

 

Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Obligations of or Guaranteed by the Credit Union

May Lose Value

This site is intended only for residents of the states in which Copper Financial and the listed financial representative is licensed. For a list of states and to learn more about Copper Financial and its financial representatives, visit FINRA’s BrokerCheck.