BUSINESS PHILOSOPHY
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 so that we can help achieve their financial goals.
PRODUCTS AND SERVICES
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- IRA/Pension Consolidation/Rollovers
- Mortgage Protection (through life insurance and disability income insurance)
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Life Insurance
- Fixed Annuities
- Variable Annuities
- Stocks & Bonds
- Managed Accounts
- Wealth Management Services
PERSONAL/HOBBIES
- Retired member of the Arkansas Army National Guard (34 years of service)
- Graduate of the University of Arkansas
- Grew up on a small farm. Currently operates a commercial farm in southwest Missouri.
- Distance runner and sometimes sports fanatic
CRN201908-217598