Advisors at this firm
Anna B
Series 65
Kansas City, MO
Financial Avenues
Anna Brewer is a financial advisor at Financial Avenues in Kearney, MO. She holds a Series 65 designation and began her advisory role in 2023. Her prior work experience includes positions at the University of Missouri, QuickTrip, Bath & Body Works, and Fun Run. Financial Avenues serves individual clients—including high-net-worth individuals—as well as pension and profit-sharing plans and small businesses, offering fee-only financial planning, investment consultation, and ongoing portfolio management. The firm focuses on diversified, tax-conscious portfolios built mainly with passively managed index funds and ETFs and provides public financial education workshops on an as-announced basis.
Tracy S
Series 63, Series 65
Kansas City, MO
Financial Avenues
Tracy St. John is a financial advisor with Financial Avenues in Kansas City, MO, holding Series 63 and Series 65 designations and 15 years of industry experience. She has been with Financial Avenues since 2010. Financial Avenues serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and small businesses, offering fee-only financial planning, investment consultation, and portfolio management that emphasize diversified, tax-conscious portfolios primarily composed of passively managed index funds and ETFs.
Jonathan M
Series 65
Kansas City, MO
Financial Avenues
Jonathan Moore is a financial advisor at Financial Avenues with a Series 65 designation and one year of experience at the firm. His prior work includes roles at FP Solutions RI, Ellevate Advisors, Arkansas Financial Group, and GW Financial Inc. He has additional experience in various industries including education and retail. Financial Avenues is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and businesses through financial planning, investment consultation, and portfolio management. The firm manages approximately $148 million across 94 client relationships, employing diversified, cost-efficient index funds and ETFs, and offers public financial education workshops without product sales.
Beth W
CFP®
Kansas City, MO
Financial Avenues
Beth Watts is a CFP® professional with six years of experience at Financial Avenues in Kansas City, MO. Prior to joining Financial Avenues in 2020, she worked at Zeiders Enterprises from 2017 to 2020, with additional roles dating back to 2014. Financial Avenues serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans and small businesses. The firm provides fee-only financial planning and investment management, focusing on diversified, tax-conscious portfolios built mainly with passively managed index funds and ETFs, and offers public financial education workshops.