Get to Know Us

We’re more
than just a firm

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Team

Meet the Experts Behind The Ozarks Retirement Group

Guiding Your Retirement with Knowledge & Integrity

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Brad Pistole

President & Founder

Brad, a nationally recognized retirement expert, has decades of experience helping retirees build secure, tax-smart income plans.

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Lisa Jajko

Office Manager

Lisa is the backbone of the daily operations in the office, ensuring everything runs smoothly at all times.

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Kinsley Owens

Administrative Assistant & Medicare Broker

Kinsley guides clients through Medicare options confidently, while supporting the team with daily admin tasks.

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Autumn Newman

Marketing Director

Autumn manages the Ozarks Retirement Facebook Page and other aspects of online marketing.

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Heather Schreiber

Social Security Specialist

Heather is nationally recognized as the top social security specialist in the nation. She is part of our financial planning team and assists Brad with all Social Security and Tax Planning strategies for our clients.

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Nate Murphree

Annuity Case Design

Nate helps Brad illustrate and structure the annuities in our clients' portfolios.

Trusted Guidance for Your Retirement

Helping You Secure a Confident Financial Future

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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.