Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of financial planning, coupled with our training as tax professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance principles and use those concepts to pursue their financial objectives. We feel a commitment to our client.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Jerod Ostermeier has more than fifteen years experience in the accounting and financial services industry. He is a graduate of Missouri State University with a Master's in Business Administation and a Bachelor's Degree in finance, accounting, insurance and risk management. He specializes in tax accounting, financial planning, employee benefits, retirement strategies, insurance, and wealth/portfolio management.
Jerod is both a CPA and CFP® professional. He is a Registered Representative of Cetera Financial Specialists, LLC and an Investment Adviser Representative of Cetera Investment Advisers, LLC. Jerod holds licenses in both life and health insurance. With his rare combination of experience, licensing, and education Jerod has a unique perspective to help clients find a customized solution for their tax, financial, and insurance needs.
Licenses & Designations
Why Choose a CFP® Professional?
No matter where you are in life, CFP® professionals know how to deliver the highest standard of financial planning service to make sure you’re on the right track. From planning for retirement to saving for college, CFP® professionals are trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP®professional, you’re working with someone committed to providing the highest standard of financial planning.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and tomorrow's goals. We look forward to working with you.