Prosperity Financial Group

As a fiduciary, we are committed to making the best choices in the interest of our clients. This means we prioritize their financial well-being above all else, providing personalized and unbiased advice. Our approach involves thorough research, careful planning, and transparent communication to ensure that every decision aligns with our clients' goals and risk tolerance. By adhering to the highest standards of integrity and professionalism, we strive to build lasting relationships based on trust and mutual success.

Meet the Team

At Prosperity Financial Group, we believe that our success is driven by the expertise and dedication of our team. Each member brings a unique set of skills and a passion for excellence that fuels our innovative spirit. Meet the talented individuals who are at the heart of everything we do.

  • President, Portfolio Services Group, LLC

    Dave started Portfolio Services Group, LLC d/b/a Prosperity Financial after more than 25 year’s experience in the wealth planning business.  He started as a portfolio manager for an independent trust company (Springfield Trust Company) where he honed his skills in market analysis, stock selection, and portfolio management.  Once that company sold, Dave moved to the dual-licensed hybrid world where he obtained his Series 7 license and worked as a branch manager for a large, regional Broker Dealer with a Registered Investment Advisory business (Prime Capital Advisors).  This is where Dave got extensive experience working in the 401k plan retirement business as well as extending his knowledge working with high-net-worth families.  Dave then spent ten years working for a regional bank in their wealth management division (UMB Bank, n.a.).  He worked extensively with client’s estate planning and investment needs in the bank trust department.   

    Dave now leads a team of professionals at Prosperity Financial.  He can assist clients with true independence and bring the best investment ideas without the corporate constraints of a large employer. 

    Dave is an active Rotarian.  He has served in numerous roles including President, Treasurer, Chair of the Foundation Committee, and many more.  He also served several roles on the Greene County Estate Planning Council including be the President, Treasurer, and Board Member.  Dave was honored as one of Springfield Business Journal’s 40 under 40 Award and was in the Leadership Springfield class of XVII. 

    When not at work, you can find Dave enjoying the weekends at the lake, playing golf, or running trails.  He’s the father of three great kids and one grandson.  He’s been married to Rachel for 30 years and they love to travel. 

  • Operations Manager

    Jeannie spent fifteen years working for a regional bank in their private wealth management division (UMB Bank, n.a.) During her time there she specialized in servicing clients’ financial needs while building strong personal relationships. Her passion lies in fostering meaningful connections and providing tailored financial solutions to fit every client’s needs.

    Jeannie is currently working at Prosperity Financial as the operations manager where she oversees key processes while continuing to nurture strong relationships with our clients. Jeannie has also served as the coordinator for the Greene County Estate Planning Council for the past four years where she manages day-to-day operations, managing finances, and assisting with program planning to ensure the council’s continued success.

    Outside of work, Jeannie loves traveling, hiking, and spending quality time with her two children and her fur baby, Rubble.

  • Marketing Consultant

    Andy is a seasoned financial advisor with over 20 years of experience, dedicated to helping clients achieve their financial goals. He holds a Bachelor of Science in Finance from Missouri State University, with an emphasis in portfolio management, earned in 2004. His exceptional service was recognized by the Springfield Business Journal with the Trusted Wealth Advisor Award in 2017. In his personal time, Andy enjoys spending time with his two french bulldogs, Rex and Cocoa.

  • Financial Planning Assistant

    Ridge McBride is a Financial Planning Assistant at Prosperity Financial Group, where he began his career as a financial planning intern. He works closely with our advisors to support client onboarding, organize account paperwork, and help ensure a smooth and personalized planning experience. Ridge is passionate about helping clients achieve their financial goals and providing them with confidence in their financial future through clear communication and trusted service. 

    Ridge is a senior at Missouri State University, where he is pursuing a Bachelor of Science in Finance. His long-term goal is to become a licensed advisor and earn the Certified Financial Planner™ certification so he can continue growing in the profession and bring even more value to the firm and its clients. 

    Born and raised in Kansas City, Missouri, Ridge values hard work, integrity, and strong relationships—principles that guide his work every day. In his free time, he enjoys golfing, CrossFit, and spending quality time with friends and family.