I create personalized financial plans for individuals and families to help them realize their goals.
I enjoy helping individuals and families put together personalized financial plans, based upon their risk tolerance. Getting to know my clients and their risk tolerance allows me to develop and implement the right investment plan to help pursue their goals. Once the plan is in place, we will meet regularly to review the plan and make changes as needed.
I grew up in St. Louis as part of a large, boisterous family known for its great sense of humor and adventurous spirit. After graduating from Spring Hill College in Mobile, Alabama, I started with Central Investment Advisors located at Central Bank of the Lake of the Ozarks in Osage Beach, Missouri. In 2011, I had the opportunity to move to Columbia, Missouri, to join the team of LPL Financial Advisors located at Central Bank of Boone County. My wife Ellie and I have three boys who keep us very busy with their sporting events and other outdoor activities. During my free time I enjoy golfing with my family and friends.
- CERTIFIED FINANCIAL PLANNER™
- Licenses - Series 7 & 66 - Held with LPL Financial
- Graduate of Spring Hill College
- Serve on the Board of the Thompson Foundation for Autism
- Volunteer Coach for Daniel Boone Little League and Sporting Columbia Soccer
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