We surround clients with collaborative problem solvers. We put the needs of our clients, the team, and our community above our individual desires.
Introducing our team of financial service professionals with an incredible amount of passion for what we do. Get to know us. We’re the ones that make HFI Advisors different.
pscott@hfiadvisors.com
2016
Patrick's financial career spans nearly two decades. He has a diverse background in the industry that equips him to be an asset to his clients in many different areas. His career started locally at Arvest Bank where he worked in multiple roles, working his way up to Senior Vice President/Regional Loan Manager. He had the pleasure of working alongside individuals and businesses and addressing their financial needs. Although he enjoyed his time in banking, his dream was to be a financial advisor. In 2016 that dream became a reality when he had the opportunity to buy Heartland Financial Group from Rick Utter.
Throughout his career, Patrick has worked with publicly traded companies, large privately held companies, high net worth individuals, and small business owners. His experiences are invaluable and allow him to service your financial needs.
Patrick was born in South Korea and adopted from an orphanage at a young age. He grew up on a local family farm and attended College Heights Christian School.
He currently serves on the McCune Brooks Foundation Board, Carthage R9 School District Board, Ronald McDonald House Board and Missouri Southern Foundation Board.
Missouri Southern State University, B.S.B.A Accounting
Started my own mowing business while in college
I live in Carthage with my wife (Julie), and we have four awesome kids (Rylee, Eli, Ethan, & Eian). Julie and I love spending time with our kids, working on our yard and pond, hanging out with our friends and family, volunteering at our church (Christ's Church of Oronogo), volunteering on charitable boards, and attending various sporting events for our kids. We also enjoy fishing, hunting, and golfing.
rutter@hfiadvisors.com
1982 (Started Heartland Financial Group)
Rick has been in the financial services industry for over 35 years. He started in the business selling life insurance on a part-time basis while working as a full-time counselor at Webb City High School. As his business grew he expanded his services to include investments and retirement accounts. In 1997 he retired from public education to focus solely on insurance and investments. Today, Rick has hundreds of clients ranging from teachers to small business owners. He has worked closely with many area teachers as they navigate the ins and outs of PSRS. His expertise has led him to present at many area schools to both new and retiring teachers. Rick has also worked with many businesses and their 401(k) plan participants. His vast knowledge and experience has equipped him to meet the needs of those looking for financial advice.
Missouri Southern State University (Education) & Pittsburg State University (Master's in Psychology/Counseling)
Junior High Teacher
My wife Sue and I are active with our church and civic organizations. We enjoy golfing, playing pickle ball, spending time with family and friends, riding horses, and biking. We enjoy visiting our kids and grandsons in California.
2019
Tyler works with individuals, families and small businesses to help them understand and work toward their financial goals. Tyler was introduced to the financial services industry through his grandparents who built a successful practice working alongside retirees. It was through their example that Tyler realized the impact that sound financial advice could have on clients lives. In 2015 he joined the family business and opened a branch in Webb City. Prior to his time with HFI, he founded Burgess Financial in downtown Webb City.
Missouri State University - General Business
Worked as a pirate at a resort on Cape Cod while in college
You can find me spending time with my wife, Kortlynn, and our kids, Ivey and Nash. I am actively involved in our community, schools, and church. I enjoy coaching baseball, golfing, and traveling with my family.
abryant@hfiadvisors.com
2017
Amy manages the day to day operations at HFI. As the office manager, she wears many hats around the office while dealing with both advisors and clients. Amy previously worked with a regional bank as an analyst and business banker. Amy holds her Series 7 & 66 registrations.
McMurry University - Accounting & Finance
Snack bar at the country club pool
I enjoy spending time with my husband, Chuck, and our kids, Mason and Hailey. You can find me cheering on Hailey on the golf course or visiting Mason at the University of Arkansas.
jscott@hfiadvisors.com
2016
Julie is an Administrative Assistant to all of our financial advisors. She enjoys working behind the scenes. Some of her duties include account onboarding, compliance, and maintaining client records. Previously, Julie was a teacher for Head Start before staying home to raise her four children.
Ozark Christian College - Day Care Administration
Tearing down furniture in my Dad's business
I enjoy spending time with my family. We have four children and this keeps my schedule busy as I am a free Uber driver, chef, and housekeeper for our fun and active crew. We love to travel and make memories together. As a family we are very active in our church and community.
