11414 Granada Court
Leawood, KS 66211
Toby Goostree is a CFP® professional with a focus on financial planning and investment management. He is also a Certified Financial Transitionist®. Together, these designations have helped Toby address the personal side of money—the behaviors that drive decision making during transitions—by using tools on the objective side—investments and strategies that help clients. His ideas have been featured in the Wall Street Journal.
Toby made the exciting decision to join Michael in business in 2006, adding another Goostree to Goostree Financial Group. He is is happy to share Kansas City, his hometown, with his wife, Amy, who grew up in New Hampshire.
He has an undergraduate degree from William Jewell College and a graduate degree from the University of Arizona. Toby also had the privilege of studying abroad at Keble College, Oxford, where he and Amy first met.
Securities and advisory services offered through Commonwealth Financial Network.
Member FINRA, SIPC, a Registered Investment Advisor.
This communication strictly intended for individuals residing in the states of AZ, CA, CO, GA, IL, KS, MO, OH, OR, TX & WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.