So many of our clients tell us that they want to be independent. We know exactly how you feel and have worked very hard for our independence. We are an independent firm. What does that mean? It means we don't have an ax to grind, it means we have access to investment products and insurance companies from all over the nation so we can offer recommendations that are in our clients' best interests, not a one-size-fit-all approach that can sometimes happen with a captive financial advisor. Our goal is to provide the best un-biased financial planning resources and products.
In our opinion, Bill's broker dealer, USA Financial Securities, is one of the premier national companies providing quality products and services for independent financial advisors. All of that gives us the ability to give real-world solutions to issues that can greatly improve your retirement years. We also strive to make all of our clients feel like part of the SRG Financial Advisors family. What affects you affects us. We know that financial information is not something that is shared with just anyone, and we take your privacy very seriously.
When Bill began his investment career over 25 years ago in 1989, he realized that it wasn’t what you earned, but what you kept after taxes that was important. Bill’s career focus thus became the study of income, gift & estate taxation, qualified plans law, and charitable planning tax law as it relates to investments.
For the past 20 years, Bill has been giving educational seminars on investing, tax strategies, retirement plan distribution strategies and estate planning throughout the state of Missouri. He also speaks on a radio show every Wednesday morning @ 8:40 A.M. on News Talk 1150AM KRMS and sponsors a financial radio show every Saturday morning from 8-9 A.M. on the same station. His knowledge and experience has been featured as a contributing author in the book You're in Control: Planning the Most Important Retirement in the World - Yours.
In addition, Bill holds licenses to allow him to do business transactions in stocks, bonds, mutual funds, variable contracts, life insurance, health insurance, and to act as an investment advisor. He has completed The American College of Financial Services, Certified Financial Planner™ certification curriculum, and holds a ChFC® Chartered Financial Consultant designation, as well as the RFC® Registered Financial Consultant designation, and he is also a member of the International Association of Registered Financial Consultants.
Genise was born in St. Louis, Missouri, and spent the first half of her life there. After she and Bill met, they married and moved down to the Lake of the Ozarks to start a life together. She has worked by Bill’s side at the financial advisory firm since the year 2000.
Genise wears many hats at our financial advisory firm. She is the Director of Client Services and handles the majority of the administration side of the business. She is also a Registered Tax Return Preparer and works closely with the advisors of the firm to help clients save money on their tax returns by understanding their finances and their personal situations. Simply put, “the lovely Genise” is the backbone of SRG Financial Advisors.
Tyler Bannister has a passion for helping others and assists clients with enhancing their financial lives so they can work toward living abundantly, both prior to and during retirement. He strives to understand a client’s full financial picture in order to present appropriate strategies and suggestions that fit the client’s desired lifestyle.
Earlier in his career, he worked in banking and helped clients with their financial needs including loans, deposits, identity theft protection, and budgeting by identifying strategies or appropriate products that fit their situation. However, after several of the same conversations with clients who wanted to retire and did not know how it was possible, as well as clients who were retired and were not content with their situation, he realized there was an additional need. In order to truly help them, he knew he needed more tools. With his beneficial banking skill-set, he made the decision to become an independent financial advisor so he could fully help and bring value to his clients’ lives.
Tyler supports individuals and families at any stage of life including those close to retiring or who have retired. His areas of focus are income planning, wealth protection, asset preservation and growth, tax efficiency, and legacy planning. It is his goal to create and implement a comprehensive and personalized financial plan for you based on your individual situation, and when situations change during your lifetime, the financial plan can be adjusted accordingly.
Tyler attended the University of Missouri and graduated magna cum laude with a BSBA in finance & banking and real estate.
As a volunteer, he teaches personal finance classes for multiple non-profit groups in Columbia and is involved in his local church. He practices martial arts in the context of self-defense, loves cultures and languages, and fluently speaks Spanish. He also enjoys spending time with his beautiful wife and raising their three children.
Tyler looks forward to welcoming you as a client and helping you to improve your financial well-being so you can live the life you desire.
Christopher was born and raised in Osage Beach, Missouri, where he currently resides and has lived most of his life. He is a graduate of Columbia College in both Osage Beach and Columbia where he received a Bachelor’s degree in Business Administration with an emphasis in Finance.
He is a big hockey fan and played hockey for most of his life for a team in Jefferson City, where he would travel all around the Midwest United States. Chris also loves dogs and cars of all kinds.
Chris has recently become our main Insurance Agent at SRG Financial, licensed to sell Life/Health Insurance & Annuities. He also takes care of all computer and data entry, and helps out with all of the Administrative work that comes with a financial firm. He aspires to eventually become a financial advisor himself.
Aubree joined the SRG Financial Family in July 2017. She was born and raised in Omaha, Nebraska, and moved to the Lake area in 2012. She graduated from Columbia College in the spring of 2015 with her bachelor's in Business Administration with an emphasis in Finance. She obtained her Life and Health Insurance License in December of 2020. Aubree serves as our Director of Client Relations and helps with managing all marketing initiatives, including educational seminars and client appreciation and marketing events. She assists the SRG Financial Advisors in the client development process, all the way from the first appointment to watching our clients fulfill their retirement dreams. Aubree is a master for details.
Aubree's family includes her husband Matt, and their three children, Carter, Ellie, and Claire. Their favorite weekend activities include boating, swimming, and playing on the Lake. Aubree and her family are huge Kansas City Royals and Chiefs fans. When not on the water, they are surely catching the game somewhere.