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, Missouri State University
• M.B.A. degree, Rockhurst University
• Participates in 40+ hours of CPE annually

PROFESSIONAL MEMBERSHIPS

• Greene County Estate Planning Council, Officer

COMMUNITY INVOLVEMENT

• United Way of the Ozarks, Day of Caring Volunteer
• Adopt-A-Street Program, Volunteer
• Leadership Springfield Class 35, Graduate

SIGNATURE STRENGTHS

Competition | Significance | Analytical | Futuristic | Focus