Careers 2016-11-28T20:34:19+00:00


Career Opportunities | CFP | Springfield, MO

What Makes Us Different?

Our independence enables us to find comprehensive solutions for our clients. We know that every client needs specialized planning services. Our ability to use a wide-range of products allows our planners to tailor their planning to each client situation.

Our Focus on the Client

In describing the focus of the firm, founding co-founding partner Dennis Heim says, “Our strategy is to focus on our client’s priorities and make them our own. Dean Young and I both started our careers at larger financial companies where the corporation and the shareholder always came first.  We believe that our independence allows us to focus on our clients and not a corporate agenda.”

Once we thoroughly understand an individual’s family or business objectives, we work to develop a solution to get them where they want to go with the highest probability of success.  We are a service focused firm with an emphasis on personal financial planning.

Our Commitment to our Employees

We offer all our employees opportunities to further their education and obtain advanced designations. Our staff’s high level of knowledge and expertise give us the opportunity to provide complex planning services and solutions for our clients.