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.
Duke Carlton
Certified Financial Planner ®
Duke Carlton is a dedicated financial professional with a Bachelor of Science in Financial Planning from Missouri State University, where he also minored in insurance. He specializes in developing comprehensive financial plans and managing client relationships with a focus on achieving their financial goals.
Duke is known for his strong interpersonal skills, efficient problem-solving ability, and quick learning aptitude. His empathetic and optimistic nature, enhanced by personal faith, enables him to connect with clients and colleagues, fostering a collaborative environment. He embraces constructive feedback and guidance, consistently striving for excellence in all his endeavors.
Duke holds various financial licenses, including SIE, Series 7, and Series 66, as well as Life, Health, and Variable Insurance Lines. He is proficient in a range of software platforms, including Salesforce and Bloomberg Terminal, along with Microsoft Office products.
Jessiliz Jackson
Financial Services Assistant
Jessiliz has more than five years of experience as financial services professional
with Dietz Financial Services and LPL Financial .
She joined LPL in 2023 to apply her experience working with advisors in the Admin
Solutions Program.
Jessiliz has received an Associates Degree in Biology. She has a notary republic
license and is Lean Six Sigma Yellow Belt certified.
Jessiliz is from Carolina, Puerto Rico and has been living in Waco, TX since 2017.
She’s a Marine Corps veteran and a mother of three girls and one boy. She enjoys
traveling with her husband and going out with her friends.
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 June 30, 2025.
