Find a Financial Professional
in Missouri

Aaron Sloan

Financial Advisor

Strategic Financial Concepts

Like many in small towns, I grew up around a family-owned business. My family's business, however, was a small-town community bank and I grew up sneaking suckers from the drive thru windows. I've always been fascinated with the financial services industry, but after seeing the impact that three family deaths had on my own family, I knew I wanted a career that could help give others financial peace of mind, regardless of any unforeseen circumstances. After doing some searching, I was unsatisfied with the traditional way that many firms were doing business, being very product focused. Through mutual ties to SBU, I found Strategic Financial Concepts and was excited by their unique approach to comprehensive financial planning and their focus on educating clients over pushing product.

Bob Mcnamee

Financial Advisor

Prudential

No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!

Ryan Graves, CFA started his investment career in the middle of the global financial crisis. Working on the institutional investor side of the business, he gained invaluable insight into using investment management for large entities to meet future obligations. Later, Ryan became an investment str...

Lance brings passion and commitment to his client relationships. As a CERTIFIED FINANCIAL PLANNER™ professional with a master’s degree in financial planning, he guides clients to their goals with a high level of expertise. His number one objective for clients is leading them to fulfilling their life... We care deeply about connecting clients to their financial plan. Our objective is to create and foster a long-term relationship for client's wealth management and financial planning needs.

Brad specializes in helping retired clients optimize their cash flow and appropriate resources when in the distribution phase of their life. He also helps clients determine which savings vehicles are the most appropriate when people are still in the accumulation portion of their career. Additionally, Brad helps clients maximize charitable giving strategies in any given year based on their circumstances and expectations for income in the future.