BOS Asset Management, LLC

Michael Metz is a financial advisor with BOS Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include 13 years at LPL Financial and ongoing work with Bank of Springfield since 2007. Outside of advisory roles, he is a partner in Bucket List Adventures LLC, a business entity used for tax and investment purposes. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional clients such as pension plans and municipal entities. The firm offers both discretionary and non-discretionary investment management, combining customized portfolio management with model-driven strategies tailored to clients’ risk tolerance and goals.

Alexander Ludwig is a financial advisor with BOS Asset Management, LLC, holding a Series 66 designation and five years of industry experience. He has worked at BOS Asset Management since 2024 and has prior experience with LPL Financial and Bank of Springfield. Outside of finance, he serves as the acting trustee for his sister’s trust. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individual, high-net-worth, and institutional clients. The firm employs a combination of customized, IPS-driven portfolio management and model-driven strategies, utilizing third-party research and subadvisors to tailor investments to client risk tolerance and goals.

Marcus Mcglasson is a financial advisor at BOS Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at BOS Asset Management since 2020. Prior to joining BOS, he spent 13 years at LPL Financial and has been affiliated with Bank of Springfield for 19 years. Outside of his advisory role, he is involved in entrepreneurial ventures including ownership of a meal service business and a chain of drive-thru coffee shops. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional clients such as pension plans and insurance companies. The firm uses customized, IPS-driven portfolio management alongside model-driven strategies, tailoring allocations to clients' risk tolerance and goals.

Shannon Jones is a financial advisor at BOS Asset Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at BOS Asset Management since 2020, previously spending seven years with LPL Financial and 16 years at Bank of Springfield. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional clients including pension plans, insurance companies, and state or municipal entities. The firm employs a combination of customized, IPS-driven portfolio management and model-driven strategies, supplemented by third-party research and subadvisors, and is owned by Bank of Springfield.

David Heitbrink is a CFP® professional with 28 years of experience in the financial industry. He is currently affiliated with BOS Asset Management, LLC and Bank of Springfield, where he holds the position of Vice President in Jacksonville, IL. His prior experience includes roles at Heitbrink Asset Management and LPL Financial. BOS Asset Management serves individuals, high-net-worth clients, and various institutional clients, including pension plans and municipal entities. The firm provides customized portfolio management and financial planning services, combining model-driven strategies with an individualized securities approach and utilizing third-party research and subadvisors.

Sean Canaday is a financial advisor with BOS Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining BOS in 2023, he spent 13 years at LPL Financial and has been involved with COACH and Bank of Springfield since 2007. BOS Asset Management, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and various institutional clients. The firm offers customized, IPS-driven portfolio management alongside model-driven strategies, emphasizing individualized securities and a rules-based fixed-income process supported by third-party research and subadvisors.

Wade Mathis is a CFP® professional with two years of experience at BOS Asset Management, LLC. His prior work includes roles at Lincoln College, MacMurray College, and Heartland Dental. BOS Asset Management, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and a range of institutional clients. The firm offers customized IPS-driven portfolio management and model-driven strategies, utilizing third-party research and subadvisors to tailor investment solutions based on client risk tolerance and goals.

Caleb Steber is a financial advisor at BOS Asset Management, LLC with a Series 65 designation and one year of industry experience. He has previously worked at the Bank of Springfield and Lowe's. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and various institutional clients, including pension plans and state or municipal entities. The firm uses a combination of customized IPS-driven management and model-driven strategies, incorporating third-party research and subadvisors to tailor investment solutions based on client risk tolerance and goals.

Burton Burrows is a financial advisor at BOS Asset Management, LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes a long tenure at Nationwide Investment Services Corporation and roles at The Prudential Insurance Company of America and Cambridge Investment Research. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and a variety of institutional clients. The firm utilizes both discretionary and non-discretionary investment management, combining customized IPS-driven strategies with model portfolios and employs a rules-based fixed-income process supported by third-party research and subadvisors.

Frank Coffey is a financial advisor at BOS Asset Management, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at The Baker Group LP, LPL Financial, and the Bank of Springfield. Outside of finance, he has worked in government roles including the Office of the Vice President of the United States and the Office of the House of Representatives. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individual, high-net-worth, and institutional clients. The firm employs a combination of customized, IPS-driven portfolio management and model-driven strategies, emphasizing individualized securities selection and a rules-based fixed-income process.