Blue Valley Investment Services

CONNECT

Address:

13401 Mission Rd.
Leawood, KS 66209

Phone:

913-234-3025

Fax/Other:

913-234-3425

Our Qualifications

 

We have been working with individuals and businesses in the Johnson County, KS area for fifteen years, and have more than 85 years combined experience in the financial industry, with 59 of those being in the investment industry.

Tony, Brett and Bonnie have extensive industry experience.  Sean brings fresh insight to the technology and innovation available in this industry.   Each is Series 7 registered.  Each is also qualified to provide financial planning.  Mary Ellen is a Series 6  Sales Assistant and provides administrative support to the department.

Bonnie opened this office in 1999, Brett joined her in 2000, and Mary Ellen in 2006.  In 2012, Tony came on board, specifically to take over the management of the practice and brought 20 years financial industry experience with him.  Our most recent addition is Sean Easterly, who joined us in 2014 and is bringing a higher level of technical expertise and awareness to the practice.  This continuity gives us a knowledgeable, experienced perspective relative to our clients' goals; it makes personal oversight, active management and ongoing reviews more meaningful.  It also is forward-looking with respect to an everchanging industry and the tools to help you manage your portfolio.

We meet regularly with leading industry product partners to keep current with new investment solutions; and we constantly explore new ways to provide clear, easily understood explanations of financial products and services.

We look forward to using our expertise to help you pursue your goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck