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 to help them achieve their financial goals.
PRODUCTS AND SERVICES I OFFER:
- Wealth Management Services
- IRA/Pension Consolidation/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Fixed Annuities
- Variable Annuities
- Stocks & Bonds
- Life Insurance
- Disability Income Insurance
- Charitable Giving Strategies
- Estate Conservation Strategies
- Education Funding Strategies
ABOUT ME:
- Retired member of the Arkansas Army National Guard (34 years of service).
- Graduate of the University of Arkansas.
- Grew up on a small farm and currently operates a commercial farm in southwest Missouri.
- Distance runner and lifelong fan of the Kansas City Chiefs and Arkansas Razorbacks.
CRN202110-255446