I am a Certified Public Accountant and Certified Financial Planner who specializes in stock option compensation planning, tax planning, and wealth management. I work primarily with self employed individuals and executives receiving equity compensation from public companies. I started Foundations Financial Planning, LLC to utilize my tax and financial planning experience to provide comprehensive services for my clients. After graduating with a Master's degree in Accounting from the University of Missouri, I obtained my CPA license and worked for PricewaterhouseCoopers. In 2014, I began my own tax practice while working full time in the finance industry. Working with personal taxes made me realize the importance of comprehensive financial planning. Too many people miss out on potential savings because of a lack of planning. In 2016, I obtained my Personal Financial Specialist (PFS) license in order to become an investment advisor to assist people with comprehensive financial planning. In 2019, I officially became a CFP® which helps me provide the best service to my clients. Whatever your situation is, I am here to help!

Alan Heltzel is a financial advisor at PlanVision, LLC in Joplin, MO, holding a Series 65 designation with two years of industry experience. His previous work includes five years at Southwest Missouri Bank and roles at United Way of Southwest Missouri and Crowder College. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals, offering services through written plans or ad-hoc consultations without account minimums. The firm emphasizes fundamental analysis and a long-term, simplified allocation strategy favoring passive investments, delivering advice without managing client assets or requiring implementation through the firm.

Christopher Anderson is a financial advisor with Cornerstone Wealth Management, LLC in Joplin, MO. He holds a Series 66 designation and has 17 years of industry experience. Anderson has been with Cornerstone Wealth Management and LPL Financial since 2014. Outside of his advisory role, he is involved in managing Anderson Investments, LLC, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model with a focus on continuous account supervision, asset allocation, and a combination of fundamental, quantitative, and qualitative analysis.

Stephanie Mason is a financial advisor with Arvest Wealth Management in Joplin, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Arvest Asset Management since 2007. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies aligned with clients’ objectives and risk tolerances.

Garrett Taylor is a CFP® with 19 years of experience in the financial services industry. He has been with Arvest Wealth Management since 2012, currently serving in Webb City, MO. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses Investment Policy Statements to guide service and allocation recommendations, offering both discretionary and non-discretionary portfolio management.

Justin Boudreaux is a financial advisor with Arvest Wealth Management, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Arvest Asset Management since 2008. Outside of his advisory role, Boudreaux serves as a color commentator for MSSU football radio broadcasts during the season. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, tailoring recommendations based on Investment Policy Statements.

Joy Mcdonald is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and with 12 years of industry experience. She has worked at Mutual of Omaha Investor Services since 2014 and has been with Mutual of Omaha Insurance Company since 2001. In addition to her advisory role, she operates an insurance agency focused on life and health insurance products. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and integrates brokerage and insurance services within the Mutual of Omaha group.

Rina Mehta is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Arvest Wealth Management and Arvest Bank, having previously worked at Copper Financial Network, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Commerce Bank. Outside of her advisory role, Mehta is a co-founder and board member of Color the World, a nonprofit supporting parentless and low-income children and young adults. Arvest Wealth Management offers investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment approach that integrates fundamental, technical, quantitative, and qualitative analysis tailored to clients’ objectives and risk tolerances.

Ashley Franco is a financial advisor with Arvest Wealth Management in Joplin, Missouri, holding a Series 66 designation and nine years of industry experience. Her career at Arvest includes roles at both Arvest Bank and Arvest Wealth Management since 2012. Outside of her advisory work, she is a member of Franco Holdings LLC, a real estate business. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a blend of fundamental, technical, quantitative, and qualitative analysis with a focus on asset allocation and customized strategies to meet clients’ objectives and risk tolerances.

Christine Gullett is a financial advisor at Arvest Wealth Management with six years of industry experience. She holds a Series 66 designation and previously worked at US Bank for 15 years. Outside of her advisory role, she owns a small online clothing business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management and retirement plan consulting with an emphasis on aligning recommendations with client objectives and Investment Policy Statements.

Adrienne Jackson is a CFP® and holds a Series 66 license with 16 years of industry experience. She has been with Arvest Asset Management since 2009. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving a broad client base with a combination of discretionary and non-discretionary asset management.

Rachel Hobbs is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at LPL Financial and Raudenbush Financial Services LLC. She is also commissioned as a notary in Joplin, MO. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model with advisor-led discretionary management and LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Janoah Goldsberry is a financial advisor with Arvest Wealth Management in Joplin, MO, holding a Series 66 designation and three years of industry experience. She is dually employed by Arvest Bank’s Trust Department, splitting her time evenly between the bank and the wealth management firm. Prior to joining Arvest, her work history includes positions at Victra, Verizon, and Spring Mobile/Prime Communications. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses Investment Policy Statements to guide portfolio management and retirement plan consulting, serving a diverse client base through both discretionary and non-discretionary advisory services.

Richard Hinkle is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Independent Advisor Alliance since 2019, previously serving at LPL Financial, Independent Financial Partners, and Axa Advisors. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans by providing asset management, financial planning, and retirement plan consulting. The firm employs a network model with numerous independent advisory representatives and offers both discretionary and non-discretionary portfolio management using a range of strategies and technology platforms.

Thomas Herrod is a financial advisor with Eagle Strategies (New York Life) based in Joplin, Missouri. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Herrod has operated Herrod Financial Group since 2008 and has maintained affiliations with Nylife Securities Inc. and New York Life Insurance Company since 1990. Outside of financial advising, he manages Herrod Development Co. LLC, a business focused on residential real estate rental and sales. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Alexander Karns is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Empower Advisory Group and has worked previously at Mcgavran Financial Group, Raymond James Financial Services, and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Earl Mcgavran is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James since 1991 and also operates Mcgavran Financial Group. Mcgavran is involved in insurance activities related to Medicare supplements, Medicare Advantage, and other insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting a broad advisor network and specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Patrick Scott is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and with ten years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020, and previously held roles at Voya Financial Advisors and National Planning Corporation. Scott serves on multiple community boards in Carthage, MO, including the McCune Brooks Healthcare Foundation and the Carthage Community Foundation, and is involved in several entrepreneurial and nonprofit activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary solutions across multiple platforms and strategies.

Richard Keller is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following four years at WELLS FARGO Advisors, LLC. Keller is also involved in managing several commercial rental properties in Missouri. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nathan Babb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.