I help individuals pursue their financial goals by providing personalized financial planning advice.
Having worked as a financial advisor since 2003, I am consistently intrigued by the ever changing financial marketplace which is why I chose to become both a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant®. Working at Central Investment Advisors, located at Central Bank, I enjoy working alongside experts in other financial specialties who share similar values.
I take my responsibility to you seriously, and pledge to act with care, skill, prudence and diligence when working with your investments. My recommendations are made in your best interest, regardless of compensation for myself or our firm and I will disclose any fees or charges in advance.
During my free time, my wife Stacey, our children Lillie Mae, Grant, Kaitlyn, Parker and I enjoy spending time on our small farm in northern Boone County. We produce local honey and collect and restore antique tractors.
Serving my community if a passion of mine which is why I am actively involved in following organizations:
- Parkade Baptist Church – Deacon
- Gideon’s International
- Hallsville Masonic Lodge
- Centralia Eastern Star
- Tiger Shrine Club
- Little Dixie Shrine Club
- Allepo Grotto
- CERTIFIED FINANCIAL PLANNER™
- ChFC®- Chartered Financial Consultant®
- MBA - Missouri State
- BSBA - Finance, University of Central Missouri
- BS - Economics, University of Central Missouri
“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
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board initial and ongoing certification requirements.
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.