STRATEGIC FINANCIAL - Key Persons
Growing up in a small town in Missouri, Aaron always dreamed of becoming a businessman. He started his career in finance at a community bank while working his way through college. Later, he moved on to human resources and worked at an oil and gas manufacturing facility in Oklahoma, while completing his bachelor's degree in business administration. After several years in this role, his ambition to achieve more led him to pursue his passion of entrepreneurship.
He returned to school and earned a masters in Entrepreneurship from Oklahoma State University, where he was the sole recipient of the "Academic Excellence in Entrepreneurship" award for the graduate school his final year. During his studies, Aaron developed an interest in trading stocks in the financial markets, which he pursued for several years after graduation using his own personal savings. This experience gave him valuable insights into personal investing and money management through the lens of the individual investor.
Eventually realizing the people around him looked to him for advice around investments, Aaron found his true calling as a financial advisor. He joined an independent group of advisors with the same moral and high ethical priorities as himself, and for the strategic nature of comprehensive planning and focus on investments. He takes pride in providing personalized and insightful strategies to his clients, and today serves more clients beyond his local community than within. He believes in meeting people where they are, and for the successful CEO or Doctor, that may very well be at their kitchen table, on a beach with a cold drink in hand, or simply their favorite recliner in the comfort of their own living room.
Aaron is not only passionate about his work as a financial advisor, but also about his family. He lives in Ozark, Missouri with his loving wife Rebekah and their two beautiful daughters, Nova and Freya. When he's not busy helping his clients, Aaron enjoys spending quality time with his family. Together, they love to travel and make new memories, trying out new experiences and exploring new places. For Aaron, there's nothing more important than being a great husband to his wife and great father to his daughters, and he cherishes every moment he gets to spend with them.
Aaron's personal mission statement is "Striving every day to be a positive influence in the lives of others." As a financial advisor, he is committed to helping his clients plan for a better future and achieve their maximum financial potential.
Aaron can be reached at his office in Springfield, MO at 417-823-3810.
Aaron is a two-time graduate of Southwest Baptist University in Bolivar, Missouri. He double majored in Economics/Finance and International Business, and he was recognized as the "Outstanding Business Administration...
Aaron is a two-time graduate of Southwest Baptist University in Bolivar, Missouri where he was recognized as the "Outstanding Business Administration Graduate" for the class of 2016 and earned his Master's in Business Administration in 2017.
He grew up south of Kansas City, in Harrisonville, MO, where his mother was an educator and his father and grandparents have been bankers for 60+ years. Aaron specializes in working with bank management, family business transition and exit strategies, and higher education professors and faculty.
Aaron loves soccer, tennis, learning to golf, and everything KC sports!
Craig is a Summa Cum Laude graduate of Southwest Baptist University, where he also completed his graduate studies and served on staff as an admissions advisor. Helping families through the college admissions process gave him an up-close look at the importance of advance planning in preparing for the financial requirements of higher education and retirement. Craig enjoys helping clients better understand how money works and how to utilize their limited resources in strategic ways to help them accomplish their financial dreams.
An active young professional and life-long Springfield resident, Craig is involved in many community affairs and is an active member of Ridgecrest Baptist Church. In his spare time, he enjoys spending time with his wife, son, and daughter, performing as a musician, golfing, hunting, and exploring places off the beaten path as he travels with his family. Craig has been recognized as a 2015 recipient of the 40 under 40 award from the Springfield Business Journal, along with consistently qualifying as a member of the Million Dollar Round Table, NAIFA Quality Award, and as a Five Star Wealth Manager.
Craig's office is located in Springfield, Missouri. He can be reached at (417) 823.3810.
Job Titles:
- Financial Advisor
- Member of Grace Community Assembly Church
"Having the freedom to listen to, focus on clients desires, and the combined knowledge of our team is the best of both worlds," Justin. Justin grew up in the small town of Kingston, Arkansas. He moved to Branson, MO to attend College...
Justin grew up on a cattle ranch in the small town of Kingston, Arkansas. He moved to Branson, MO to attend College of the Ozarks, where he earned his degree in Agriculture Business. Justin wanted to make a significant impact on the lives of those he cared about. Starting his career in the financial services industry gave him the opportunity to do just that.
While Justin has a broad range of clientele, he has a special passion for helping those that live the Western lifestyle. "I grew up around farmers, ranchers, and rodeo, and you won't find better people. They also don't mind my cowboy boots." Justin jokes. He is also the preferred financial provider for the Western Sports Foundation supporting professional rodeo athletes across the country.
Justin is a member of Grace Community Assembly Church in Branson along with his wife Heather and two daughters, Laylah and LynLeigh. In his spare time, Justin loves spending time with his family, golfing, and hunting.
Michael Deschenes is a graduate of Southwest Baptist University, with a degree in Economics and Finance. He grew up near St. Louis, speaking both English and French at home, due to his Canadian parents. Having experienced the premature death of a parent, Michael dedicated himself to helping others make plans that work in varying circumstances.
Michael loves the process-oriented approach that Strategic Financial uses. The benefits of true, comprehensive financial planning over product-selling are evident and highly valued by both him and his clients.
As a young professional, Michael is an active member of many organizations in the community including The Network, Chamber of Commerce, Rotaract, and Springhill Baptist Church. In his spare time, he enjoys spending time with his wife and dog, playing music, reading, playing disc golf, traveling, and filling out the WSJ Crossword.
Stacy provides Wealth Management Services that may assist in reducing taxes, eliminating the fear of financial loss, and providing the ability to retire comfortably. Stacy gives her clients a high level of personal service and develops a customized strategy to help them achieve their goals. She has over 20+ years of comprehensive investment experience.
Stacy is married, with two sons, and has loved living in Nixa with her family for the past 20+ years. She is involved in several networking groups and community groups including: Executive Women's Club, Working Women's Web, Masterminds of Biz/The Connectors Chapter, Nixa Chamber of Commerce, and The Association for Women in Communications.
When asked about her ultimate goal for her clients, Stacy said, "It's to empower my clients by reducing and eliminating their fears regarding their financial future. I strive to be the trusted person my clients and business partners come to. I help them prepare for their future and value their dreams and goals by preparing a plan designed for them."
Stacy is also very passionate about helping people, no matter what age, making sure they are financially protected and that their family is too, helping clients achieve their financial stability by helping them build a strong foundation and plan for all retirement needs! Whether just starting out with retirement planning, helping small businesses set up Simple IRA or 401(k)'s for their employees, or someone that needs more income at retirement, Stacy is able to provide guidance and education to help you make informed financial decisions.
Tyla has been married for 33 years to Paul. Together, they have 2 grown children and 3 grandchildren. In her free time, she enjoys gardening and antique shopping for her antique booth. She has lived in Missouri her whole life but wishes there were beaches here so she didn't have to go so far to relax.
Tyla has dreams of going to the Redwoods of the west coast and will make it there by the time her husband retires.
She is the friendly voice when you call in and looks forward to getting to know you while you wait for your appointment with your advisor.
Tyla is not affiliated with SOSI or UAG.