After more than 15 years at Merrill, I continue to be inspired by clients – their positive attitudes and charitable intentions. As a husband, parent and former business owner, I find it easy to put myself in their shoes. My goal is to connect the dots in clients' lives with strategies designed to get them from Point A to Point B, with minimal risk. I'VE BEEN THERE FOR CLIENTS ON THEIR BEST AND WORST DAYS.Having celebrated with clients at weddings and anniversary parties – and sat with them in hospitals and at funerals – I'm reminded that clients see me as a caring "life advisor" as well as a trusted wealth advisor.AT THE NELSON HALLAM GROUP, WE SERVE GENERATIONS OF FAMILIES:• We assist neighbors, former schoolteachers, active and retired business owners (with and without qualified retirement plans), and their employees.• Applying our decades of experience, we don't swing for the fences. Our long-term investment approach has allowed clients to navigate market volatility (especially in 1987, 2000, 2008 and 2020).• We measure our success strictly in terms of client outcomes. Our own achievements reflect those of each client.WHAT MAKES ME PROUD?• Clients have not just brought us their challenges – they've also brought us holiday baskets, honey, homemade dishes and thank you cards. It's a special privilege to serve people who appreciate our knowledge, care and consideration.• I feel that my rigorous industry training allows me to provide an extra measure of knowledge and know-how. I hold the Certified Plan Fiduciary Advisor, CPFA® and Chartered Retirement Planning Counselor™, CRPC™ designations.• My wife, Lisa, and I have lived in Springfield for decades. In addition to "MIZZOU" sports, I find joy in lake life, cooking, hunting and fishing. I am a past board member and still support Ronald McDonald House of the Ozarks and Kings Way United Methodist Church. I am the current president of Springfield Metro Rotary and volunteer with the Ozarks Food Harvest, Crosslines, and Lost and Found.