I am a native of Bolivar Mo. where I graduated from Bolivar High School in 1980. I attended Southwest Baptist University before transferring and graduating from Missouri State University in 1984 with a degree in Business/Finance and Insurance.
Upon graduation from Missouri State University, I entered the Insurance and Securities Business establishing Stephens Insurance & Financial Services in 1985 specializing in Life, Health, Disability, Investment Planning and Financial Services. In 1997 I co-founded Employee Benefit Design, LLC and have been serving individual and employer group clients with their Insurance & Financial needs for over 33 years. In addition to arranging insurance protection plans for individuals & employer groups, I am registered representative with LPL Inc. Member FINRA/SIPC and provide services to Retirement Plans such as 401-k, Simple IRA and other qualified Retirement Planning programs for firms of all sizes.
My spouse Lorrie and I reside in Springfield, Mo. I enjoy many activities including golfing, boating and water sports, hunting, fishing, snow- skiing, and spending time at my hunting farm near Stockton Lake. I am very active in my church and throughout the years, I have given back to my community volunteering for various charitable community organizations serving on their board of directors and participating in fund-raising events.
I continue to look forward to the opportunity of serving my clients and future clients with appropriate advice, providing the highest level of customer service and assistance.