Focus: Investment Strategies, Insurance Strategies, Student Loan Refinancing, Retirement Income Planning, Group Benefits, Retirement Strategies, Financial Education
My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
Missouri State University
Bachelor of Science
College of Business
Summa Cum Laude
Check the background of this investment professional on FINRA’s BrokerCheck
2045 S Glenstone Ave Suite 210
Springfield, MO 65804