2620 E Sunshine
Springfield, MO 65804
Jim began his financial career in Texas in 1997 and has been enjoying the Ozarks for the past 15 years. He holds professional license registrations in Series 7 General Securities, Series 63 Securities Agent State Law, Series 65 Uniform Investment Advisor, and Life, Health, & Disability. Jim is committed to developing lifelong relationships and strives to deliver financial guidance that is consistent with client circumstances, risk tolerance, and long-term goals.
We offer individual and institutional customers retirement plan services, investment management, and wealth transfer planning. No matter your financial goals, our Springfield Wealth Management team is ready to help you reach them.