Our Team

Why Choose Us

Beyond our combined 37 years of experience, we are distinguished from other advisory firms in a number of ways.

First, we offer a comprehensive range of services designed to help individuals in whatever planning stage they are in. Second, we specialize in many areas other firms overlook, such as Medicaid and Long-term Care planning. This allows us the depth to service our clients fully. Third, we are a fiduciary. Meaning we have a legal and ethical obligation to place our client’s interests first.

We develop your financial plan or manage your assets; we are obligated to help you make decisions in your best interest, tied to your stated goals. Not all advisors or financial professionals are fiduciaries and we take pride in our status as a fiduciary. And last but certainly not least, we are independent. This means that we are able to offer planning solutions and recommendations without bias to any one company or financial tool. This ensures a completely diversified plan custom-tailored to fit you.

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Meet Our Team

Successful planning for the future means more than just investing. We take the time to understand the big picture, and we think that makes our team of experts pretty unique.

Randy Floyd

Founder

Randy Floyd has been helping families and their loved ones protect their assets and estates in the Ozarks for 20 years. He has lived in the Ozarks for most of his life. Randy and his lovely wife, Lisa Floyd, have been married for 40 years and they have 2 children, 8 grandchildren and 1 great grandchild.

Jake Floyd

Investment Advisor
Jake is Randy’s son, as you will most likely be able to tell as soon as you see the two together. Jake assists Randy with planning and with all technology in the office. He seeks out new and updated information on the various tools we use in our plans. Jake Floyd holds his Series 65 License with Floyd Financial Group. He and his wife joined Floyd Financial Group in January of 2007.

Elizabeth Floyd, CMP

Elder Care Advisor

Elizabeth is Randy’s daughter-in-law and our Certified Medicaid Planner and Eldercare Advisor. Jake and Elizabeth were married in her home state of Arkansas in 2005. Their pride and joy is their son, Trevor.

Kayla Allie

Elder Care Assistant

Kayla heads up Eldercare Advisors, which specializes in Long Term Care Planning and qualification for Medicaid. This includes establishing Medicaid as primary payor for clients confined to a nursing home. She is also Randy & Lisa’s niece. She comes to us after 16 years working in healthcare. In her free time Kayla likes to spend time with her husband, Zach, and their two children Corey and Zoey, reading, and watching their children play sports.

Lisha Seery

Attorney

Lisha is from Pleasant Hope, MO, she enjoys spending time with her grandchildren & going to the lake in her free time. Lisha has been practicing law for over 25 years, now focusing on Estate Planning and Elder Law. Lisha offers free consultations while office sharing with Floyd Financial Group, thus making it more convenient for all of our shared clients.

Derek Seery

Paralegal

Derek is a paralegal for Lisha assisting with Estate Planning. Derek graduated from MSU in 2015 after obtaining his Criminal Justice degree. Prior to starting at Lisha’s firm in 2017, Derek worked in the legal field in the area of social security and disability. Derek and his wife, Katie, have one son, Henry. Derek enjoys watching the Kansas City Chiefs football team & spending time with his family.

Zac Allie

Client Administrative Coordinator

Zac assists Randy, Jake and Taylor with paperwork preparation & processing. Zac has his Associates Degree in Applied Science & came to us after 15 years in the Health Care field. He enjoys spending time with his wife, Kayla, their two children, & competing in triathlons.

Taylor Harris

Executive Assistant
Taylor assists Randy and Jake with daily tasks and in many cases can handle all but the most high-level requests. Taylor also has over 2 years’ experience on the legal side assisting with Estate Planning. In her spare time Taylor enjoys spending time with her husband, Ethan and their daughter, Lyra.

Tara Brooks

Paralegal

Tara is a paralegal assisting Lisha Seery and other tasks, such as making sure all T’s are crossed and I’s dotted. Tara enjoys reading, staying current with the best health and nutrition tactics, as well as spending time with her family.

Danielle Burk

Assistant Paralegal
Danielle is a paralegal for Lisha Seery assisting with Trust Administration and Probate. Danielle enjoys fishing, crocheting and spending time with her family.

Ashley Edwards

Receptionist

Ashley is our receptionist, and likely the first person you will see when you come in our doors. Ashley graduated from Missouri State in 2011 with degrees in Anthropology and Criminology. She enjoys reading, cosplay, learning about historical fashion, and spoiling her cats Kala and Casper.