I partner with individuals and families to plan for and help pursue their financial goals.
Your financial situation and goals are unique to you. That is why I design individualized plans for my clients to suit their varying needs. A financial plan serves as a map to working towards your financial goals. As time passes, goals and financial situations can change dramatically. I will periodically meet with you to discuss any changes that may have occurred and make sure your plan is still appropriate, recommending adjustments if necessary. With more than 15 years of experience in financial planning, I am dedicated to helping people pursue financial independence. As a Certified Financial Planner™ professional, I place my clients' interests ahead of my own. Your success is my success!
I grew up in St. James, Missouri, the oldest of four children. I moved to Columbia and began my career at Central Bank of Boone County in 2003, marrying my wife Tamra later that year. Shortly thereafter, I earned a business degree from Columbia College with dual emphases in accounting and finance and joined the Central Investment Advisors family in 2005. My wife and I have three boys that keep us on our toes. We enjoy taking them out to many of the parks in town or just playing with them at home. When we find time, we like to visit new places or take in a baseball game. I also play volleyball and volunteer through the Columbia Kiwanis Club.
- CERTIFIED FINANCIAL PLANNER™
- Licenses - Series 7 & 66 - Held with LPL Financial
- Over 15 years of financial planning experience
- Graduate of Columbia College
“The strength of the team is each individual member. The strength of each member is the team.”- Phil Jackson
Our mission is to provide clients and their families with a trusted advisor, offering the highest degree of professionalism, expertise and integrity while providing a holistic approach to financial planning.
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