As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Missouri Securities Advisory Panel - 2001
- Springfield/Branson Board of Directors for Big Brothers Big Sisters
- Co-Chairman of "Taste of the Ozarks" for Big Brothers Big Sisters - 2003 to 2007
- Governmental Relations Committee for the Springfield Missouri Chapter of Commerce - 2002 to 2008
- Founding Member of the International Business Council - 2008
- Ozarks Technical Community College Board of Trustees - 2010 to Present
- Missouri Sports Hall of Fame Board of Directors - 2012 to Present
- Bachelor of Science in Business
Missouri State University
University of Missouri
- Senior Portfolio Manager Director
- Senior Investment Management Consultant
- 2009 Barron's "America's Top Advisors: State by State"
- Master's Club
- Director's Club
- 2009, 2010, 2012, 2013, 2014 - Five Star Weatlh Managers
Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us and get advice that goes beyond investments. A new standard for retirement planning.
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- Learn more about Reserved, our exclusive recognition program featuring an array of benefits and opportunities designed to take your Morgan Stanley experience beyond wealth management.
Securities Agent: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, KS, MA, MI, MO, NC, NE, NY, OK, OR, SC, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures