Colleen Konieczka, AAMS®, MBA
I will strive to be your chief financial advocate for now and the future. This should be a close-knit, life-long relationship built on a foundation of trust and client satisfaction.
Managing money effectively today requires an ongoing commitment to education and adapting to an ever changing market environment. I will use my experience and knowledge of financial and estate planning, investments and financial markets to help build a comprehensive plan for you that will change with you as your goals and risk tolerance change in the years to come.
I have worked in the financial services industry since 1996. I help my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve. I currently serve my clients from two locations, Parkville, Missouri, and Saint Joseph, Missouri.
My bachelor’s degree is from Georgetown University, and my MBA in Finance is from Rockhurst University.
I enjoy learning about new people, exploring new places, and learning new languages. I love to travel and have visited many exotic places around the world, both during and outside of my Air Force Service. Most recently I made the trip of a lifetime to Machu Picchu!
My husband Michael and I have been married over 31 years! We settled in Kansas City 24 years ago and feel we made the right choice in choosing the location to raise our children. Away from the office, I spend my free time with my husband and two daughters, Alicea (and spouse Gustavo) and Sophia, ages 24 and 18.