I help create the roadmap to your financial future.
As with most road trips in a car, there are many ways to get to your destination. Would you choose to just guess at the best route or would you use GPS and other technologies to make sure you arrive at your destination? I help clients create the roadmap and navigate the many obstacles along the path to their financial destination.
I believe people have risks they are uncertain how to manage and goals they are uncertain how to reach. As a Certified Financial Planner™ professional, I help create the roadmap to your financial goals. I will consider your entire financial picture by reviewing investments, retirement planning, insurance, college savings, estate planning, and tax strategies.
I have called Mid-Missouri home since 2004 when I graduated with honors from the University of Missouri, with a degree in Business Administration. After college, I began my career in the financial services industry at Central Bank of Boone County. In 2011, I joined Central Investment Advisors and have enjoyed being a part of my client’s financial journey. My wife Heather and I enjoy spending time with our daughters. We enjoy golfing, watching college athletics, cycling and hiking on the trails. I support the United Way and volunteer with ProsperU as I care deeply about financial education, economic empowerment, as well as child and animal welfare causes.
Other Office Location
405 East Broadway
Ashland, MO 65010
- CERTIFIED FINANCIAL PLANNER™
- Licenses - Series 7 & 66 - Held with LPL Financial
- University of Missouri, degree in Business Administration
What you could have tomorrow
With our investment management, you'll receive:
Personalized Service & Advice
We'll oversee your plan, customized for you and designed to evolve as you life changes. If your goals shift, we're here to help.
Convenient, Intelligent Technology
You can always view your account's activity, track account performance, and update your individual plan, all in your personalized online portal. If you have any questions, our service team is available.
Advanced Investment Strategies
Through daily monitoring and advanced trading techniques, we work to reduce your taxes and improve your portfolio.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entitles. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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