State Bank of Southwest Missouri
CERTIFIED FINANCIAL PLANNER™
Thank you for taking the time to learn 'About Us.'
I have been in the financial services world since 1984. I worked my way through several banks as my wife and I moved around the country until finally settling in Springfield, Missouri, in 1997, where I joined the State Bank of Southwest Missouri team of wonderful people.
After years of traditional banking, I received my Series 7 securities license and Series 66 insurance license. The degree of passion I have about learning about investments pushed me to acquire the Certified Financial PlannerTM designation in 2007.
Our approach for all of our clients is based on learning about their goals, teaching them how their current investments contribute to those goals and then developing a strategy that they understand to complete their goals. Hope we have the opportunity to help you as well!