Let me help maximize your income, reduce taxes and reduce risk from your portfolio. My goal is to be the most comprehensive retirement planner and investment advisor 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 hundreds of clients. 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.