Our Team

Our Team

Rosemary O. Danielson, CFP®

913.677.1090

Rosemary has been a financial planner in practice for over 25 years.  Prior to forming Balanced Financial Planning (BFP) in 2004 she started her career in financial planning in 1986 with a financial planning firm in Lawrence, Kansas.  In 1991 she joined the financial planning and asset management firm of Neill & Associates, Inc. in Kansas City, Missouri where she was a partner and portfolio manager.  In October 1999 Neill & Associates, Inc. was merged with the investment advisory and asset management subsidiary of a large regional accounting firm.

Rosemary holds a B.S. degree in secondary education from the University of Kansas, Lawrence. Completed graduate course work in education and economics at the University of Kansas, Lawrence and San Jose State University, San Jose, California.  

Rosemary received her CERTIFIED FINANCIAL PLANNER™ certification from the CFP® Board of Standards in 1990. CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, and agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct and ongoing educational certification requirements.  CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.

Rosemary is a member of the National Association of Personal Financial Advisors (NAPFA).

Rosemary is active in promoting awareness of the need for life-saving organ donors. She is a past board member, National Kidney Foundation of Kansas and Western Missouri.

Rosemary resides in Shawnee, Kansas with her husband.  She enjoys traveling, hiking and running.

Jo Ellen Fritz, CFP®

913.677.1090

Jo Ellen Fritz  has been a financial services professional for over 25 years. Prior to joining Balanced Financial Planning (BFP) in 2004, Jo Ellen served as a financial planner with Garrett Financial Planning and was a Vice President with First Mortgage Investment Company in Shawnee, Kansas.  She has also worked in various capacities within the mortgage and student loan industries. Jo Ellen became a partner and principal owner of Balanced Financial Planning, Inc. in 2005.

Jo Ellen completed a rigorous, two-year training and testing program designed by the College for Financial Planning in Denver, Colorado. She received authorization to utilize the CFP® mark of distinction after receiving her CERTIFIED FINANCIAL PLANNER™ certification from the CFP® Board of Standards.  She holds a B.A. in Business Administration from the University of Kansas and completed graduate course work geared toward an M.B.A. in Finance through the University of Missouri in Kansas City. She is a member of both the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

Jo Ellen has worked primarily with middle-income clients over the past decade. She has also focused on the planning needs of women who are single, widowed or divorced.

Jo Ellen resides in Leawood, Kansas and was a past board member for her children’s school Parent Teacher Association (PTA). She loves spending time with her husband and two children who whom she shares a mutual love of music, baseball and road trips.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.

 

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved