I take the stress out of financial planning for my clients.
Coming from a family of financial advisors, I have always been passionate about helping people pursue their goals. I understand that investing and retirement planning is a continuous process that is always evolving. People’s needs change, and I prepare for this by periodically reviewing all of my clients’ accounts with them.
I feel that every client is unique in his or her own way. The plan I lay out for my clients is tailored specifically to their needs. I understand that financial planning can be a burdensome process, and I take pride in making the process as easy as possible for my clients.
I grew up in a small town in mid-Missouri. I pursued my secondary education at Central Methodist University in Fayette where I played baseball, before transferring to Lincoln University in Jefferson City where I graduated at the top of my class. In my spare time, I enjoy watching Cardinals’ baseball games, reading, and spending time with my family.
- Licenses - Series 7 & 66 - Held with LPL Financial
- Graduate of Lincoln University, Jefferson City
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!
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