Financial Advisor, LPL
"I help people navigate the twists, turns and detours on their road to financial freedom."
Art works with individuals and families to identify current financial needs alongside short- and long-term goals. He helps establish a baseline of their current financial status and life situation. Then Art will develop and present a sustainable financial plan for your review, reflecting your personal preferences and comfort with varying levels of risk. This comprehensive plan covers the pertinent aspects of your financial life; savings, education funding, investments, insurance, and taxes as well as long-term care, retirement, and estate planning.
Once the initial process is complete, with a plan agreed to and implemented, Art periodically invites you to review progress made toward reaching your goals. The plan's performance, along with any changes in your personal life or economic circumstances will be examined. If necessary, a discussion of strategic adjustments may follow.
Art served in the Air Force, specializing in electronic countermeasures. After the Air Force, he graduated Magna Cum Laude from Georgia State University with a major in finance and went on to earn his MBA from Emory University. During his career, he has been recognized by Bank Investment Consultant magazine as one of the three top bank financial advisors in the country.
Art's son lives in the Kansas City area and his daughter resides in Columbia, Missouri. He spends his spare time patiently waiting for a grandchild to spoil and dreaming about a day of fishing on area lakes.