About Us
Our mission
Our mission is to empower you to make informed and educated financial decisions that help you work towards your short-term and long-term goals. Through creative financial planning strategies, we have helped clients retire comfortably, pursue their dream of starting a new business, and transition to a new phase of life – all with financial confidence.
We value the opportunity to build relationships with our clients and we are honored to help preserve their legacies across many generations.
The Wealth and Investment Services Team
Michael G. Sisney
Certified Financial Planner™
Michael Sisney is an accomplished financial planner with over 36 years of experience in the financial services industry. He began his career by working in various banks across the country and eventually settled in Springfield, Missouri where he joined the State Bank of Southwest Missouri.
Michael furthered his knowledge in his field by obtaining his Series 7 and Series 66 registrations, held with LPL Financial, as well as his life and health insurance license. His passion for learning about investments drove him to acquire the Certified Financial Planner™ designation in 2007.
Michael’s approach for his clients is to gain an understanding of their financial goals and then develop a comprehensive strategy to pursue them. He believes in providing his clients with an education about their investments and how they impact their goals. Michael always strives to provide the best service possible and looks forward to the opportunity to help people pursue their financial objectives.
Kendall Shelby
Administrative Assistant, Financial Services
Kendall Shelby is an astute and experienced administrative assistant with strong customer service skills and experience in the financial services industry. Originally from Waco, Texas, she moved to Springfield with her family in 2011. After working in childcare and upper management, she decided to make a change by diving into the world of investments and wealth management.
She joined Wealth and Investment Services located at State Bank of Southwest Missouri in 2021, where she became an administrative assistant to Certified Financial Planner™ Michael Sisney. During her time at Wealth and Investment Services, she has gained integral knowledge and experience in wealth management and financial planning. She is enthusiastic about listening to customers and helping them pursue their financial goals, and she prides herself on providing customers with calm and collected service.
When she is not helping customers pursue their financial goals, she enjoys volunteering, creating art, and spending time with her husband and their two cats.
OUR CORE VALUES
INTEGRITY
Integrity in the world of wealth management boils down to a commitment to do what’s best for clients, no matter what.
TRANSPARENCY
Transparency is mandatory in order to address matters of interpersonal trust. It is impossible to put a value on trustworthiness.
KNOWLEDGE
With that experience comes financial knowledge, which is vital to the wealth management process.
TEAM
Finding a good team is important. More important is finding a good manager who’s part of an incredible team of financial professionals.
Numbers Speak
Facts and figures above are provided by LPL Financial and are stated as of Sept. 30, 2019.