An Important Message from Sandra

The health and safety of our clients, community and family is our top priority. Currently, our office will no longer be accepting in-person meetings. Appointments will be conducted over the phone until further notice. We will keep you informed on any updates as they become available. If you have questions, need to talk, or if there is anything we can do to make you feel secure, please do not hesitate to give us a call at 417-986-3014.  

Be sure to check the following links daily for continuous updates.

Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

Our Work is Critical

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.

You Matter to Us

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have. We are always here for you.


3015 S Fort Avenue, Suite C | Springfield MO 65807