Awards and Achievements

Proud to be recognized for our work!

2023 NAIFA Quality Award

Tim and his firm received the 2023 NAIFA Quality Award for his commitment to exceptional client service
in the industry. He has also taught classes through the local SAIFA association to others in the insurance and financial services industry. 

NAIFA National Association of Insurance and Financial Advisors & SAIFA Springfield Association of Insurance & Financial Advisors.
 
They are a measure of professional success, quality client service, and strict adherence to NAIFA’s Code of Ethics, including the requirement that NAIFA members always serve the best interests of their clients. 

The NQA provides advisors at any career stage the opportunity to demonstrate a commitment to excellence. This includes: 

  • Professionalism through education and earned designations and high-quality service to clients 
  • Production measured by performance metrics customized for each practice specialty 
  • Strict adherence to the NAIFA code of ethics, and
  • Service to NAIFA as a means of advancing the insurance and financial services industry 

Springfield Business Journal

Thanks everyone for helping us be a leader in the industry serving our friends & clients . 

View Article

Get your copy of the bestselling book “The Retirement Shield”!

 

This book is not about me alone; it’s a cast of characters in the grand play of life. Through these stories, we revisit the earliest days of our existence, the formative moments that sculpted us into who we are today. Funny sayings, unique personalities, and the quirks of those who came before us add humor to our narrative, eliciting laughter and occasional amazement at our shared origins. It’s a journey that spans from a small village in Apatin, Hungary, to the bustling metropolis of Ellis Island, New York, and eventually to the historic neighborhood of Soulard in South Saint Louis, a place shaped by waves of immigration.