Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Military
My main goal is practicing integrity, sound judgment and discipline, to build relationships with my clients that are meant to last a lifetime. I listen to my clients and work to understand their true needs. Then, together, we develop a comprehensive financial strategy to help them achieve their financial goals.
PRODUCTS AND SERVICES I OFFER:
- Wealth Management Services
- IRA/Pension Consolidation/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Fixed Annuities
- Variable Annuities
- Stocks & Bonds
- Life Insurance
- Disability Income Insurance
- Charitable Giving Strategies
- Estate Conservation Strategies
- Education Funding Strategies
- Retired member of the Arkansas Army National Guard (34 years of service).
- Graduate of the University of Arkansas.
- Grew up on a small farm and currently operates a commercial farm in southwest Missouri.
- Distance runner and lifelong fan of the Kansas City Chiefs and Arkansas Razorbacks.
Check the background of this investment professional on FINRA’s BrokerCheck
2045 S Glenstone Ave Suite 210
Springfield, MO 65804