500 Madison St.
Jefferson City, MO 65101
I create game plans for financial futures.
Learning is an often overlooked part of financial planning. Initially, I learn about you - your goals, your dreams, your vision of the future - as well as your current financial status. Only then may I devise a strategy that aligns with your personal preferences and comfort with risk. Once your plan is drafted, I take time to explain the details so you can learn the who, what, and where of your investments. When you are comfortable with the plan, I implement and monitor it for you. As time goes by, we will meet to review your plan's progress and make appropriate adjustments.
My career in financial services began in 1999 with Central Bank. Working in a variety of management roles in the bank, I have gained a well-rounded understanding of the role finances play in everyday life.
If you are looking for me outside of the office, you will typically find me around a sports field. I volunteer as a youth sports coach for multiple sports. Today’s youth is tomorrow’s future, and I attempt to instill respect, hard work, and discipline. Most importantly, I enjoy making memories with my wife Jill, and our children, Kylie and Javin.
I am active in the Wardsville Lions Club, and Saint Thomas the Apostle Church.
Achievements:
- Licenses - Series 7 & 66 - Held with LPL Financial
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
- Insurance
- Education planning
- Risk management
- Tax strategies
- Gifting strategies
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.