I listen to your hopes and dreams, then design a financial strategy to help pursue the most important things in your life.
Busy lifestyles and competing priorities can make successful investing more challenging than ever. I help individuals pursue their short- and long-term financial goals. My approach is to work with you in a manner consistent with your goals, risk tolerance, and personal preferences.
Initially, I analyze your current financial situation and helps you define and prioritize your goals. Once the initial consultation is complete, I compile the data you provide and present a well-reasoned financial plan for your consideration. After your plan is finalized and implemented, I will periodically invite you to review the progress of the plan, recommending adjustments as necessary to keep you on course to attaining financial independence.
I have worked in financial services since 2005. I joined Central Investment Advisors in 2011 after working in government division of Central Bank's Investment Department for six years. During my tenure there I developed and maintained significant public and private entity financial relationships. I received my Bachelor's Degree from Missouri Western State University in St. Joseph, Missouri in 2003 and is a 2011 graduate of the University of Wisconsin-Madison Graduate School of Banking. My wife Kristie and I have two sons; Cotton, born in 2013 and Crew born in 2014.
Other Office Location
410 Market St.
Fulton, MO 65251
- Licenses - Series 7 & 66 - Held with LPL Financial
- Accredited Investment Fiduciary®
- Bachelor’s Degree from Missouri Western State University
- Graduate of the University of Wisconsin-Madison
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