We’re more
than just a firm
Meet the Experts Behind The Ozarks Retirement Group
Guiding Your Retirement with Knowledge & Integrity
Brad Pistole
Brad, a nationally recognized retirement expert, has decades of experience helping retirees build secure, tax-smart plans.
Lisa Jajko
Lisa is the backbone of the daily operations in the office, ensuring everything runs smoothly at all times.
Kinsley Owens
Kinsley guides clients through Medicare options confidently, while supporting the team with daily admin tasks.
Heather Schreiber
Heather is nationally recognized as the top social security specialist in the nation. She is on retainer for all ORG clients to help them choose the best SSA claiming strategy for them.
Nate Murphree
Nate helps Brad illustrate and structure the annuities in our clients' portfolios.
Helping You Secure a Confident Financial Future
At the Ozarks Retirement Group, we believe that retirement should be a time of security, not uncertainty. Our team of experienced financial professionals is dedicated to helping pre-retirees and retirees create tax-efficient, risk-free retirement strategies tailored to their unique goals. With a commitment to integrity, expertise, and personalized service, we provide the knowledge and tools you need to retire with confidence.
Plan with Confidence, Retire with Peace of Mind
Your retirement deserves expert guidance. Let us help you build a secure, tax-efficient future with strategies tailored to your needs.
