Welcome     

CONNECT

Address:

 3271 East Battlefield, Suite 200
Springfield, MO 65804

Phone:

Office 417-380-5436 Cell 417-880-5646

Fax/Other:

417-883-7219

Our Team

John M. Dodson
Financial Services Executive / Financial Advisor

Delivering Customized Financial Guidance and Support

PROFESSIONAL

John Dodson has provided customized investment and insurance advice for more than 30 years and provides customized strategies needed to help you obtain your objectives and goals.

By working with someone well-versed, trained, and knowledgeable about a wide variety of financial issues, and who keeps abreast of the rapid changes that occur in the financial world, you can successfully create a plan to help:

  • Reach specific retirement goals
  • Develop sustainable and predictable income solutions for your retirement savings
  • Decide how to invest, based on your own goals and risk tolerance
  • Ensure that your family and assets are suitably protected if the unexpected occurs
  • Develop a roadmap that will help you to achieve your specific goals: buying a home, retiring early, financing your child's education, building tax-free income, and more.

AR Insurance license # 836880

PERSONAL

  • 37-year resident of Springfield, MO
  • Married
  • Enjoys boating, fishing, cycling, volunteering in the community including Sertoma service, and spending time with family watching sports and relaxing at the lake.

 

Dr. Sharina Smith, DBA
Marketing Support Specialist

Empowering Clients to Make Informed Financial Decisions

PROFESSIONAL

Dr. Sharina Smith is a professional with more than 30 years' experience in business, higher education, and marketing, and she is beginning her fourth year in the financial services industry.  She is passionate about life-long learning and has recently completed her Doctor of Business Administration degree from Northcentral University, summa cum laude.

In partnering with John's team, she is passionate about educating clients to attain their full financial potential by:

  • Understanding the importance of insurance within a holistic financial plan
  • Gaining knowledge about how fixed insurance products can be used to help attain retirement income goals
  • Protecting assets and building a legacy for children or charity through life insurance.

AR Insurance license # 17258173

PERSONAL

  • 34-year resident of Springfield and SW Missouri
  • Married
  • Enjoys reading, college teaching, singing barbershop harmony, exploring movies and the outdoors with her husband, and visiting with their adult children
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck