My mission is to help people reach their financial goals by analyzing data and empowering them to make the right decisions.
My greatest professional happiness comes from my client’s success. I enjoy getting to know my clients and their families, while helping them navigate their various life stages. As a graduate from College of the Ozarks, I apply the values of hard work and education to financial planning. Having the CERTIFIED FINANCIAL PLANNER™ professional designation gives me the expertise and experience to assist my clients with a wide range of financial concepts.
After college, I moved to Springfield to raise my family and begin my career, where I enjoyed both personal and professional success. However, in 2018 the opportunity to relocate back to Branson made our dream a reality. My wife, Jennifer and I have two sons and two small dogs to soften the blow of being empty nesters.
- CERTIFIED FINANCIAL PLANNER™
- Licenses - Series 7 & 66 - Held with LPL Financial
- Over 15 years of financial planning experience
- Recipient of the Branson Readers Choice award, “Best Financial Advisor” (2019, 2020)
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