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 can play a key role in your financial plan. A mix of registered and non-registered products can help pursue your goals.
Insurance is essential to any comprehensive financial plan. It can help protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
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 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.
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.
LPL Branch Manager
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.
LPL Registered Investment Advisor Representative
I am the most recent addition to the StrongPath Financial team, and am very happy to be here. Dean and I have known each other almost 40 years, and worked together at two firms prior to this engagement. When Rick passed, help was needed, and I volunteered to move my business to StrongPath to provide support.
Mid-Missouri is my home, and I was blessed to have two great parents. Both were very active in my life, and many of my successes in life are directly related to their efforts. At seven years of age, my father put a golf club in one of my hands, and a baseball glove in the other -- it was love at first sight for both items, and remains so to this day. I cannot begin to count the hours Dad and I spent on the golf course; it must have been thousands. What a test of patience that must have been for him.
When not playing baseball or golf, another fun activity for me was scouting. I participated in all phases of Scouts, and ultimately achieved the rank of Eagle Scout, as had my older brother. Speech and debate was also an activity to which I was drawn, and I participated in several contests, including at the state competition level.
After high school graduation, I attended the University of Missouri at Columbia, earning my Bachelor of Science degree in Administrative Management. Following college, I moved to Albequerque, New Mexico, where I obtained my securities license. In July 1988, my wife and I and our two sons moved to St. Louis, where I took over managing an existing investment firm. Then, in 1990, we moved to Joplin, MO as I had taken a position with Great Southern Investments. Two years later, we moved to Springfield to take advantage of an opening in Great Southern's location here.
With almost 13 years at the bank under my belt, the ability to be an independent agent was becoming more and more appealing. In January 2004, that idea became reality when I affiliated with an LPL office in Springdale, Arkansas. Although Arkansas was not my 'cup of tea', as it turned out, independence was, so I moved back to Springfield and affiliated with an existing LPL office in this fine city.
Derrick and Drew are the sons mentioned earlier, and both live here in Springfield. They have blessed me with four grandchildren -- three boys and a girl between the ages of 9 and 13. Unfortunately, two of the boys are autistic, which has led Derrick to be their/an advocate on the state of Missouri Mental Health Council, where he served as President this past year. While my grandsons are lacking in some skills, each of them has their own "area of expertise." While autism is not wonderful, these two are a wonder to behold.
When not working, you will find me on the golf course, working in the yard, or reading. Several years ago it seemed like a good idea to start growing berries, so grow them I did. We now have 20 blueberry bushes, two trellis' of blackberries, and a trellis of raspberries in our yard. In hindsight, I may have bitten off a little more than I could chew.
Most recently, I applied to join Sertoma, as I feel it is time to give something back to the community which has given so much to my family and myself.
Branch Operations Manager
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.
I am newer to the StrongPath Financial team, but I bring with me many years of management experience. I have served in both Assistant and General management roles, helping to hone skills such as organization, professional communication with both clientele and peers, and customer service. I have always had a strong work ethic and a passion for helping others develop themselves professionally. Here at StrongPath Financial, I have found a community that shares my feelings in helping our community, and am happy to be a part of it.
I have two wonderful children that I try to raise with the same empathy and compassion I carry in my own life. My oldest, Mya, is now a teenager who enjoys anime and anything related to animals. Dewey is my youngest at nine years old, and he aspires to be just like his favorite YouTube personalities. We are extensively involved in Cub Scouts and are loving all the adventures that Scouting provides. I have been married to my amazing husband, a Paramedic for the Mercy team, for two years. I also have a wonderful German Shepherd puppy that brings further joy to my life.
Outside of work, you can find me enjoying quiet time at home. I am a bookworm at heart and I enjoy crafts and creating. Homeschooling keeps us busy during the school year. If I could be anywhere though, it would be at the beach.