I am passionate about helping clients and business owners, no matter the age, to achieve their financial stability and to inspire them to succeed in business and make sure they meet all their retirement goals. It is empowering to help small business owners to provide retirement plans for their employees, help current retirees plan for their retirement and increase their retirement income. I want to make sure that they are financially protected and their families are too.
Products Provided
- Investments; Stocks, Bonds, Mutual Funds, Alternative Investment Strategies
- Financial Strategies; IRA/Roth IRA, SEP/Simple IRA, 401(k)/403(b) Planning, 529 College Planning, Small Business Solutions, and Tax Deferral/Tax Free Planning
- Social Security Awareness and Planning; Retirement and Income Planning, IRA Rollovers, Self-Directed IRA’s
- Retirement Income Strategies; Fixed, Fixed Indexed, and Variable Annuities, and more
- Estate/Legacy Strategies; Term Life, Whole Life, UL, Fixed IUL Life Insurance, and Long-Term Care Insurance
About Me
I have over 26 years of comprehensive investment experience. I want to empower my clients by reducing and eliminating their fears regarding their financial future. I strive to be the trusted person my clients and business partners come to. I am married, with 2 sons, 3 grandsons, and I have lived in Nixa for the past 29 years. In my spare time I like spending with with my family or relaxing on our family farm in Newburg.