Blog
Week-In-Review: Week of 9.4.20
Month in Review: August 2020
Week-In-Review: Week of 08.28.20
Week-In-Review: Week of 08.21.20
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...
Week-In-Review: Week of 08.14.20
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...