My goal is to positively impact my client’s financial planning needs while building lasting relationships.
As an LPL financial advisor, it is my commitment to accurately communicate with every client to understand their financial needs. Along with building a financial plan and helping people meet their investment objectives, I value developing a lasting relationship with every client.
Originally from the small town of Mt. Pleasant, Michigan, I took advantage of a full athletic scholarship opportunity at Coastal Carolina to play football, where I played three seasons and earned my undergraduate degree. I continued my studies and athletic career by moving to the Ozarks and attending Missouri State University. There, our team had the privilege of winning the Missouri Valley Conference Championship and gave me the opportunity to attend the college of business while pursuing my Master of Business Administration.
I enjoy the abundant outdoor activities the Ozark Mountains have to offer, and look forward to forging lifetime friendships in my new home, Branson, MO.
- Licenses - Series 7 & 66 - Held with LPL Financial
- Graduate of Coastal Carolina with a Bachelor of Communication
- Graduate of Missouri State with a Master of Business Administration
Connecting you to Secure Financial Account Access Anytime, Anywhere, on any Device
As a current user of Account View 1.0, we are excited to announce the new Account View 2.0 mobile app, desktop portal and eDelivery. These digital tools will provide you the ability to get timely and accurate information about your investment account(s) on your schedule and at your fingertips.
You can sign up for these free services to access your account and allow digital delivery of important documents and information. Some of the benefits of using these tools include:
Immediate information about your investments - right at your fingertips
Secure online access and electronic delivery of statements, which reduces deforestation and can help protect you from the possibility of mail fraud and identity theft
A simple interface that allows easy navigation through accounts, positions, transactions and statements.
Ability to contact your advisor and schedule appointments.
To migrate to the new Account View 2.0 and have access to the mobile app, please contact our office. We will be happy to get you started!
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
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.