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
ABOUT ME:
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.
Languages: English
Credentials: CLU®, ChFC®
Specialties:Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Military, Estate Planning, Retirement Strategies, Charitable Giving