I personally believe that being a Financial Advisor is a career that can really help people with one of the most important aspects of their lives. Most people can help themselves get a job, buy a car, find the perfect church. In my experience, most really struggle in knowing how to set themselves up financially for their future. I know that finding someone that cares as much about their future as they do is something that is hard to find these days. I founded Grey Oak Investments with offices in Neosho and Springfield to help people ensure they are financially secure with a local touch. It also ensures they will never feel like a number lost in a line of suits at the bigger brokerage firms. I look forward to being a part of this community and being part of your family.Specialties: Managing personal 401k accounts. Evaluating 401k rollovers. Doing a snapshot and ensuring your current portfolio matches what is going on in the current economic cycle. Evaluating your finances and helping you plan on any aspect of your families future investments. Every individual is different. Make sure your money is managed that way. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Listed skills include Small Business, Investments, Sales, Fundraising, and 20 others.