I help people get a return on life by assisting them in assessing their risk, making smart decisions with their money, and simplifying their financial lives. I find a great deal of reward in building lasting relationships and helping others through life's transitions. In my career, I have been blessed to not only guide people but also equip them with the tools and resources they need to achieve success. I have had the opportunity to help people of all ages and backgrounds both literally and figuratively climb mountains, save for special purchases, grow in their careers, and experience the joy that follows seeing through a well thought out and properly executed plan.The passion for helping others achieve their goals combined with extensive real world knowledge of business, a B.A. in Business from Drury University, the power of Merrill and the banking resources of Bank of America allows me to provide exceptional client experiences that lead to lasting relationships beyond a single generation.Having lived in Springfield for the bulk of my life, I have developed a deep love of the Ozarks and built a great number of relationships. I am an avid advocate for conservation and outdoor recreation. Spending time climbing at the local crags, boating at the lake, hiking in the local parks, and playing soccer with my wonderful family and friends have created my fondest memories.I welcome a connection if• You want to take steps towards reaching your financial goals• You would like a second opinion of your current financial strategy• You have an innovative or unique idea, product or service• You are passionate about making a difference
Listed skills include College Savings Strategies, Relationship Building, Relationship Management, Estate And Retirement Planning Services, and 15 others.