Joe Reynoldson, CFA^®, CFP^®

Designations and licenses

Joe holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

Joe specializes in providing comprehensive wealth management and investment solutions for high-net-worth families. He has a background in finance and portfolio management and helps support wealth teams in delivering customized solutions.

Joe holds a bachelor’s degree in finance from the University of Kansas.

Personal interests

Away from the office, Joe enjoys playing golf, tennis and pickleball. He also volunteers for Junior Achievement of Greater Kansas City and Big Brothers Big Sisters of America.

Joe’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.