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Meet the Team

At our firm, we have the client—and only the client—in mind.

Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, We promise to offer you a new level of attention, insight, and guidance.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with us, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

We offer a comprehensive team approach to high net worth individuals, banks, and successful business owners and their legal and tax planning teams to help implement estate planning techniques, complex wealth transfer concepts, business transition strategies, executive benefits, creative uses of charitable trusts, and bank owned life insurance. For these cases, we partner with professional consultants, such as Gregory Pettys, to add to our expertise.

John Dodson

John M. Dodson

Financial Advisor | Investment Advisor Representative

(417) 880-5646

(417) 413-4998

Gregory Pettys

Gregory Pettys, CFP®, CLU®, ChFC®

Firm Advanced Markets Consultant | Financial Planner

Sharina Smith

Dr. Sharina Smith

Practice Manager | Financial Advisor

(417) 838-0477

(417) 413-4998

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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