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StrongPath Financial - Financial Advisors, Springfield MO
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Creating a Path to

Financial Freedom

Each of our clients has unique financial goals and receives individualized attention to pursue them.


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Working Toward Success by

Working Together

We strive to serve our clients through deep and meaningful relationships that last for generations.


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Learn More Today About

How We Help

Contact us today to find out how we can help build your financial future.


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StrongPath Financial

Building Financial Destinations... Together

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

A strong planning process is a way to create a more financially sound plan. Our process is based on 4 steps -- assessment, recommendation, monitoring, and periodic review -- and is unique to each client.

We are local.

Community involvement is a big part of who we are.


Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial plan. A mix of registered and non-registered products can help pursue your goals.

 

Insurance

Insurance is essential to any comprehensive financial plan. It can help protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. 

*Asset allocation does not ensure a profit or protect against a loss.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

 

 




We are proud to be Dave Ramsey SmartVestor Pros

 

Being a SmartVestor Pro (SVP) means we are financial advisors who follow Dave Ramsey’s teaching and have been carefully selected through an interview process to be a part of the Dave Ramsey SmartVestor program. We affirm that eliminating debt and investing for the long-term is the ideal way to build wealth and prepare for retirement. We recommend that clients have a reasonable emergency fund before starting to invest. As SVPs, we commit to prompt and responsive client service and work with all clients regardless of account size, preferences, or background. We believe that long term financial success significantly depends on helping our clients become knowledgeable and educated about their personal finances, investments, and overall financial plan.


More About SmartVestor


The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of StrongPath Financial or LPL.

 

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Our Team


StrongPath Financial Team

 

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Our amazing team of professionals:

Photo of team member

Dean Arens

LPL Branch Manager

ChFC®, RICP®
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Dean Arens

Email: dean@strongpathfinancial.com

I have been married to my wife Carol for 32 years. She is a Registered Dental Hygienist with Ascend Dental and has been with them for over 25 years. We are both from Iowa and have two boys who were born and raised in Springfield. Our youngest son Connor is a Senior at MSU and will be student-teaching in the fall of 2019. Taylor graduated from the Engineering Department at The University of Science and Technology in Rolla, MO. He is employed as a Geological Engineer in Ohio.

I am a member of the Community Foundation of the Ozarks' Professional Advisors Council. I completed my studies in December of 2013 and received the ChFC ® designation known as Chartered Financial Consultant ® in February of 2014. As a Chartered Financial Consultant ®, I pledge that in all of my professional relationships I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.

My studies for the RICP ® designation equipped me with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. The RICP ® coursework enables me to deliver smart strategies aiming to create secure, sustainable income for a client's retirement. Without proper retirement income planning, individuals have no roadmap to guide them through the retirement years with a steady, lasting source of income to replace salaries and supplement social security.

I have over 35 years of industry experience and the broad knowledge to assist individuals and business owners on many of the most important financial decisions they will make for themselves, their families, their businesses and employees.

My outside interests include traveling, running, golfing, fishing and gardening. I enjoy memberships in the Knights of Columbus and the Heart of the Ozarks Sertoma Club. I have been actively involved with The Knights Striking Out For The Kitchen Bowlathon for over 20 years. I am a past President and past Chairman of the Heart of the Ozarks Sertoma Club. I am a proud supporter of the Springfield Boys and Girls Club. I feel being involved with these organizations allows me to give back to our community and help kids and families at risk in our community.

Dean Arens, ChFC   Dean Arens, RICP

 

Bio
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Rick Flores

LPL Financial Advisor

CRPS®
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Rick Flores

Email: rick@strongpathfinancial.com

I have been in the financial services industry since 2001, and have been an independent financial advisor since 2007. In 2009, I relocated to Springfield, MO from N. Illinois to be closer to family, and that's when I teamed up with Dean Arens. In 2011, we decided to re-brand ourselves as StrongPath Financial. The name reflected what we felt our clients were looking for from us: to keep them on track despite challenges that come their way. Around the same time, I studied for and received my Chartered Retirement Plans Specialist ® (CRPS ®) designation through the College for Financial Planning. Since retirement planning is typically a high priority of most of our clients' needs, having greater knowledge of the topic made sense.

Additionally, I have had the pleasure serving many of Dave Ramsey's listeners as a SmartVestor Pro for the greater Springfield area since 2015. Many of Dave's listeners seek out investment advice that is in line with his teachings, and I am proud to be one of the advisors in the area to provide that service. I always enjoy speaking with his followers and hearing about their "Debt Snowball" journeys. They have sacrificed so much and are excited to get started with investing for retirement, their children's college savings, or to just to review their investments or insurance to make sure they are inline with what they have learned from Dave. It is truly an honor to be able to serve their needs.

Finally, I have been happily married to the love of my life, Christa, since 2007. Together we are raising three great kids, including our oldest Zeke, Natalia, and youngest Elias. Like most families, we keep very active. Our kids are in Cub Scouts Pack 289 in Springfield. I serve as Cub Master for the Pack, and my wife serves as a Den leader, as well as helping with fundraising efforts. If we are not at a Pack event, we enjoy being outside and spending time with our extended family.

Rick Flores, CRPS

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of StrongPath Financial or LPL.

 

Bio
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Jeanette Rouse

Branch Operations Manager

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Jeanette Rouse

Email: jeanette@strongpathfinancial.com

I have been at StrongPath Financial for five years now as Branch Operations Manager, with more than 25 years of office management prior to this position, where I gained experience in business management, retail, customer service, and a good understanding of public relations.  I pride myself in having a strong work ethic, good organizational skills, and a love for people, hoping to make their day just a little bit better.

I have been happily married to my husband Tom for 34+ years; Tom is a veterinarian at Grant Avenue Pet Hospital. We have two awesome, successful kids. Nathan has a PhD in Mining and Explosives from MS&T, as well as a P.E., and travels worldwide for  a consulting firm based in Lexington, KY.  Drew is our youngest, a graduate of Drury University and a Computer Information Specialist with a medical software company in Kansas City. He is one of the team leads and a trainer for new employees.

I am a member of the Master Gardeners of Greene County and Friends of the Garden.  I recently have started as a docent for the Butterfly House at the Botanical Center.

Outside of work, you can find me playing music or playing in our garden. As much as time allows me, I spend in the woods, on the trails, or by the river --  I love the outdoors and the balance of nature.  The St. Louis Cardinals and Sporting KC games are usually on my calendar at some point each season with family and/or friends.

Bio
Photo of team member

Janice Cosper

Administrative Assistant

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Janice Cosper

Email: janice@strongpathfinancial.com

After graduating from college in 1986 with a Marketing degree, I went on to work for two investment firms for approximately 11 years. My husband Blake and I were married in 1992, and have two wonderful children, Cody and Katie. They brighten our lives every day. When we decided to start a family, I became a stay-at-home mom for 19 years. Joining the work force again has been a change for me, but working for StrongPath Financial has been a great place to begin that journey. The people that I work for are great, as well as the clients.

I have been a Girl Scout leader for the past 13 years and a Venture Crew leader for 8 years. I mostly enjoy spending time with my family, but I like to cross-stitch, scrapbook, read, and spend time in the outdoors. We also have four dogs that take up a lot of our spare time.

Bio

Contact Us

Ready to begin? Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

 

Phone: 417-889-7471

Fax: 417-889-2202

Email: dean@strongpathfinancial.com

Email: rick@strongpathfinancial.com

4650 S. National Ave Suite B-1, Springfield, Missouri 65810

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