Growing up working on my parents' farm, I learned a great deal from their example of hard work and respect. My work ethic is derived from my dad who was a surgeon by day and a farmer by night. The most important thing my family taught me was the golden rule, and treating others the way you want to be treated.
I earned my bachelor's degree from Missouri Southern State University as well as an MBA from Pittsburg State University. I hold the AAMS® professional designation from the College for Financial Planning.
After being a client and first-hand experiencing Edward Jones' incredible processes, talent and technology, I am excited to share this with my clients.
During my career, I was the vice president of finance for a university, managing the refinance of millions of dollars of debt. I was the administrator of a ninety-million-dollar retirement plan and a hundred-million-dollar endowment, where I changed all aspects of the plans and improved the investment selection and performance, while lowering cost. I obtained my CPA license in 1989*.
I'm an avid bicyclist and passionate about boating on TRL or other bodies of water my wife and I visit. I also enjoy vehicle restoration, both classic and antique. My favorite project was restoring my very first car, a '68 Camaro Z-28.
The focus of my practice is to:
Partner with you, to help you organize your wealth, build your wealth, protect your wealth and transfer your wealth, while providing exceptional client service in a manner that is convenient to you.
I would love the opportunity to learn what is most important to you and your family.
Please contact me today so we can get the conversation started on how I can serve you.
*Edward Jones and its associates do not provide tax advice.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- New Investors
- Retirement Income Strategies
- Wealth Strategies
Office Address227 E Downing Unit 2
Nixa, MO 65714
Mailing AddressPo Box 1023
Nixa, MO 65714
Phone NumberBill Scorse at (417) 725-9468
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