Kenny Gott, CFP®, SPHR

President and Investment Adviser

Springfield native Kenny Gott is the author of the book Bottom Line Financial Planning: Manage Risk And Fund The Good Life...Your Whole Lifeand was named Springfield Business Journal's "2017 Trusted Adviser" for wealth management.

Kenny assists our clients with investments, financial and retirement planning, insurance research and analysis, and other strategic advisory services. Since 1998 he has also administered pensions, 401(k) plans, stock options, and other retirement programs for Fortune 500 companies, advising hundreds of employees and executives on their retirement plans and other benefits, risk management, and effective leadership and performance management practices.


When he's not working for clients or for the community (see below) Kenny is a songwriter and guitarist, and enjoys family time with his wife Tina (our Bookkeeper) and daughter Amanda. 


Professional Credentials

  • Investment Adviser Representative
  • General Securities Representative
  • Missouri Licensed Life And Health Insurance Producer
  • Senior Professional in Human Resources (HRCI)
  • Bachelor Of Arts, Missouri State University


  • Financial Planning Association member
  • Ozarks Literacy Council Past President and current Advisory Board Member
  • Harmony House supporter
  • Springfield Area Human Resources Association member and past Board Member
  • SAHRA Governmental Affairs Committee past Chair and current member
Phone 417-881-7900
Fax 417-882-4209