Meet the Team
We have many reasons for becoming financial professionals, which started when we noticed our friends and family struggling to find the help they needed to map out their financial future. Our favorite aspects of this industry are that it’s relationship based and that it lets us base our careers on our passions, which are understanding the financial markets and helping people. We are confident that our passions as well as deep comprehension of personal finance, and professional training, will help prepare our clients for a sound financial future. After many successful decades of being financial planners, we’ve built a solid client base with low turnover, that primarily grows via referrals. Many factors have contributed to this, but the most important one is that we’ve developed a reputation for educating individuals on a plethora of financial niches in an easy-to-understand manner. This enables them to understand personal finance and apply those concepts to their personal financial situations.
Over the years, we have found that a team approach can be an effective method to help clients maneuver through a complex financial-services world. We welcome the opportunity to work with you, your other financial professionals and implementing this approach towards your financial roadmap. Accessing quality, ethical and competent professionals along with other resources will have far-reaching benefits for our clients.
Unlike larger firms, we realize that no person is the same and don’t push cookie cutter strategies. Every client has a unique background, goals, which allows us to give every client our undivided attention in every step of the process from initial data gathering, execution, follow up and everything in between. Our proactive approach lets us develop a strategy to acknowledge and pursue your financial goals efficiently by using high-quality technology as well as streamlined processes. For example, we use a Fintech software called Money Guide Pro, which helps us create easy to understand, comprehensive reports. It also allows our clients to securely store and organize important financial data.
Outside of financial planning, we give back to the local community by participating in the Lion’s club, the Willow Springs Chamber of Commerce and various local church events. We believe it’s important to be active in the community both in and outside of financial planning.
Regardless of your financial goals like investment growth, risk management or asset preservation, our personalized service focuses your needs, wants, and goals.
Our team of professionals has more than 50 years of combined experience in the financial services industry. This experience in addition to our training and licenses will let us address your short and long term needs for years to come. We are excited to build a relationship with you and create strategies to help you exceed your financial goals.
Registered Administrative Assistant
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have over 50 years of combined experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.