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Michelle Jarvis, CFP®, ChFC®

Michelle Jarvis, CFP®, ChFC®

Energy Solutions Representative

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location of Michelle Jarvis, CFP®, ChFC®Kansas City Metropolitan Area

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  • Timeline

  • About me

    Financial Advisor | Strategic Planning | Personal Guidance

  • Education

    • The American College of Financial Services

      2019 - 2020
      Chartered Financial Consultant (ChFC) designation program

      HS 347 Contemporary Applications in Financial PlanningCoursework:•Aiding divorcees and blended families•Financial planning for families with special needs•Serving non-traditional families and LGBT clients•Unique challenges associated with modern retirement income portfolios•Hands-on application of behavioral finance, ethics, and estate planning

    • Bradley University

      2000 - 2003
      Bachelor of Science (B.S.) Multimedia, Business Administration

      Activities and Societies: Honors Program, Alpha Chi Omega, Panhellenic Council Executive Board, BU Dance Marathon for Children's Hospital of Illinois, Omicron Delta Kappa, Phi Eta Sigma, Order of Omega Magna Cum Laude

  • Experience

    • Tour Andover Controls

      Jan 2004 - Jun 2005
      Energy Solutions Representative

    • Edward Jones

      Nov 2005 - now
      Financial Advisor

      I was invited to become a limited partner in January 2015.

    • Northland Community Foundation

      Jan 2017 - now
      Advisory Board member

      The Northland Community Foundation seeks to improve the quality of life in the Northland by increasing charitable giving, connecting donors to the needs in the community they care about and providing leadership on critical community issues.

    • Greater Kansas City Community Foundation

      Mar 2018 - Feb 2024
      Regional Advisory Council member

      The Greater Kansas City Community Foundation’s Regional Advisory Council is a vibrant group of community and business leaders from across the metro area who serve as the Community Foundation’s ambassadors and advisors.

    • THE IRVEN E AND NEVADA P LINSCOMB FOUNDATION

      Jan 2023 - Dec 2024
      Board Member

  • Licenses & Certifications

    • Chartered Financial Consultant®

      The American College of Financial Services
      May 2020

    • CERTIFIED FINANCIAL PLANNER™

      Certified Financial Planner Board of Standards Inc.
      Jun 2011