I specialize in retirement planning. Whether it's planning for retirement or planning in retirement, I customize financial strategies to help my clients successfully pursue their financial goals and dreams.
I work with my clients to develop personalized financial planning strategies that put them on a path to pursue their varied financial goals. I specialize in retirement and risk management planning for individuals, families and businesses in mid-Missouri, especially the Lake of the Ozarks area.
I strive to take the stress out of investing for my clients. It’s my job to monitor the economy and ever changing current events, it’s your job to enjoy your current life stage. I do this by participating in continuing financial education programs that specialize in the field of finances, investments, and the ever-changing regulatory environment.
I graduated from the University of Missouri with a bachelor’s degree in Human Environmental Sciences, Consumer and Family Economics. I joined Central Investment Advisors in 2005 and earned my CERTIFIED FINANCIAL PLANNER™ professional designation in 2015.
Away from the office, I enjoy spending time with my wife Katie, and our son, who is the light of our lives. We feel very blessed to live and raise our family in an area as special as the Lake of the Ozarks.
- CERTIFIED FINANCIAL PLANNER™
- Licenses - Series 7 & 66 - Held with LPL Financial
- Graduate of the University of Missouri
Why Choose a CERTIFIED FINANCIAL PLANNER™ Professional?
Most people think all financial planners are “Certified,” but this isn’t true. Anyone can say they are a “financial planner”. Individuals who fulfill requirements established by the Certified Financial Planner Board of Standards, Inc. have demonstrated a high level of competency, professionalism, and ethics. Only those financial advisors who have completed the rigorous education and testing requirements can claim the CFP® distinction.
What can you Expect Working with a CERTIFIED FINANCIAL PLANNER™ Professional?
CFP Board Rules of Conduct require CFP® Professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary.”
Your personal information is safeguarded and never shared with anyone without your prior written approval.
Fees and costs associated with any investment plan or product are disclosed to you prior to being charged or collected
Client-Focused Wealth Management
Central Investment Advisors focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate needs and plan for the future.
Strategies for Your Wealth Management Needs
We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, and then monitor it to help you stay on track. Our services and strategies include:
- Retirement planning
- Business strategies
- Investment planning
- Small Business strategies
- Estate planning
- Education planning
- Risk management
- Tax strategies
- Gifting strategies