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.
Administrative Assistant, Financial Services
Sarah had more than eight years of experience as anAdministrative Assistant in the financial industry. She joined LPL in 2022 toapply her experience working with advisors in the Admin Solutions Program. Shereceived a Bachelor of Arts in English from State University of New YorkCollege in Buffalo, NY and an Associate of Applied Science in Liberal Arts andScience from Erie Community College in Williamsville, NY. Sarah was born inBuffalo, NY and resides there with her husband. She enjoys spending qualitytime with her family, friends and mini Australian Shepard’s Sophie and Dexter.In her spare time Sarah enjoys going to concerts, crafting, baking andtraveling.
OUR CORE VALUES
Integrity in the world of wealth management boils down to a commitment to do what’s best for clients, no matter what.
Transparency is mandatory in order to address matters of interpersonal trust. It is impossible to put a value on trustworthiness.
With that experience comes financial knowledge, which is vital to the wealth management process.
Finding a good team is important. More important is finding a good manager who’s part of an incredible team of financial professionals.
Facts and figures above are provided by LPL Financial and are stated as of May 31, 2021