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Kristi Y

Series 66

Overland Park, KS

Edward Jones

Kristi Young is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2015. Kristi is also a licensed notary public in Kansas, primarily notarizing work-related documents for branch clients. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Eric V

Series 66

Overland Park, KS

Edward Jones

Eric Vochatzer is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Shamrock Trading Company for nine years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Retirement income strategy Retirement withdrawal strategies Inheritance planning Equity Recipients (RS/RSU, SOP, ESPP) Retired Founder/Business Owner Executive
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Daniel M

CFP®, Series 63, Series 65

Overland Park, KS

Edward Jones

Daniel Mayer is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, he worked at Waddell & Reed, Inc. and served on the Wilshire Farms Home Owners Association board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy Wealth management Business ownership considerations Military & Veterans Founder/Business Owner
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Scott L

CFP®, Series 66

Overland Park, KS

Edward Jones

Scott Limkemann is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2009. He and his wife co-own and operate preschool and childcare businesses in Lenexa and Overland Park, Kansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Shawn V

Series 66

Overland Park, KS

Edward Jones

Shawn Varner is a financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2020 and previously spent eleven years at Freightquote. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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