105 West High St.
Jefferson City, MO 65101
I listen to your hopes and dreams, then design a financial strategy to help pursue the most important things in your life.
Busy lifestyles and competing priorities can make successful investing more challenging than ever. I help individuals pursue their short- and long-term financial goals. My approach is to work with you in a manner consistent with your goals, risk tolerance, and personal preferences.
Initially, I analyze your current financial situation and helps you define and prioritize your goals. Once the initial consultation is complete, I compile the data you provide and present a well-reasoned financial plan for your consideration. After your plan is finalized and implemented, I will periodically invite you to review the progress of the plan, recommending adjustments as necessary to keep you on course toward attaining financial independence.
I have worked in financial services since 2005. I joined Central Investment Advisors in 2011 after working in government division of Central Bank's Investment Department for six years. During my tenure there I developed and maintained significant public and private entity financial relationships. I received my Bachelor's Degree from Missouri Western State University in St. Joseph, Missouri in 2003 and is a 2011 graduate of the University of Wisconsin-Madison Graduate School of Banking. My wife Kristie and I have two sons; Cotton, born in 2013 and Crew born in 2014.
Other Office Location
410 Market St.
Fulton, MO 65251
Achievements:
- Licenses - Series 7 & 66 - Held with LPL Financial
- Accredited Investment Fiduciary®
- Bachelor’s Degree from Missouri Western State University
- Graduate of the University of Wisconsin-Madison
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
- Insurance
- Education planning
- Risk management
- Tax strategies
- Gifting strategies
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.