GENERAL BACKGROUND

Beau specializes in employee benefit plans, financial services and valuations. 

 

Bachelor of Science in Accounting - Missouri State University

Certified Public Accountant - Missouri

Certified Valuation Analyst

Qualified 401K Administrator

AFFILIATIONS 

 

Professional

American Society of Pension Professionals & Actuaries

National Association of Certified Valuation Analysts

American Institute of Certified Public Accountants

Missouri Society of CPAs

Community

Foundation for Springfield Public Schools - Board Treasurer

Leadership Springfield Board of Directors

Leadership Springfield Class XXII

Springfield-Greene County Library Foundation Board

Springfield Business Journal "40 Under 40" Recipient - 2010

 

SPECIALIZATIONS

 

Retirement Plan Services
    Recordkeeping services
    TPA services
    Investment services
    Plan audits
    Document services
    Consulting services
Valuations

 

MANAGEMENT PHILOSOPHY

     
“I believe customer relationships are the cornerstone to providing clients with the information necessary to make timely decisions to positively impact their lives. ”