Skyler Whitworth
PRACTICE EMPHASIS Strategy development Research & analysis Client service support EDUCATION B.S. degree in Finance, Missouri State University Participates in 20+ hours of CPE annually COMMUNITY INVOLVEMENT United Way Ozarks
Find What Your Looking For
Service: Wealth Management
McKenna Sweet
PRACTICE EMPHASIS Account opening & maintenance Client request management Client relationship support EDUCATION B.S. degree in Anthropology, Missouri State University A.S degree in Biological Clinical Science, Ozarks Technical Community College
Brandi Luna
PRACTICE EMPHASIS Account opening & maintenance Client request management Client relationship support EDUCATION B.S. degree in Business Management, Missouri State University Participates in 20+ hours of CPE annually COMMUNITY INVOLVEMENT
Skylar Smith
PRACTICE EMPHASIS Investment planning, retirement savings, & income planning Insurance & risk management planning Estate planning Employee & employer benefit plans CREDENTIALS CERTIFIED FINANCIAL PLANNER™ EDUCATION B.S. degree in Finance,
Jay McIntyre
PRACTICE EMPHASIS Specializes in financial, wealth, & insurance planning Uses accounting experience to provide comprehensive solutions CREDENTIALS Certified Public Accountant EDUCATION B.S. degree in Accounting, Missouri State University Participates in