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Featuring Lisa Jones

Meet Lisa Jones! Lisa is the managing director for our Springfield, MO office. She focuses on professional financial consulting for individuals and businesses including 401(k)/403(b) plans, and specializes in retirement and estate planning. Lisa has always wanted to...

Featuring Matt Nelson

Meet Matt Nelson! Matt is the Managing Director in our San Antonio, TX office, where he loves helping people achieve their financial dreams. He has a passion for assisting his high net worth clients in keeping the assets they have accumulated and making sure...

A Message on Recent Account Activity

A Message on Recent Account Activity Rebalancing portfolios to long-term strategic targets Key points: Markets continue to recover from the first quarter’s coronavirus-induced volatility. As we communicated in March, it is important to keep a long-term perspective and...

Featuring Richard Baker

Meet Dr. Richard Baker! Richard is a financial advisor and doctor of ministry in our Springfield, MO office, where he serves faith-based communities, including individuals, businesses, universities, ministries, and large corporations. Richard enjoys assisting people...

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