"The highest compliment I can ever receive is a referral from my clients and friends."

 

My goal is to be the most comprehensive retirement planner and Investment Advisor Representative based upon experience, professional judgement and skills. As a lifetime resident of Springfield, Mo. I have been involved in thousands of financial transactions, positively affecting the lives of clients throughout Missouri, Kansas and Arkansas. Since 1995 I have been providing my clients with unbiased and independent financial advice. I am not tied to any particular company requirements but I am totally independent to provide the best financial products for my clients.

       The services of my client/advisor relationship include preparing and implementing comprehensive personal retirement & financial plans, annual asset advisory & management review. I also hold the designation of Chartered Federal Employee Benefits Consultant (ChFEBC) which certifies me to counsel and advise federal employees.

 

ChFEBC/ Investment Advisor Representative