BOS Asset Management, LLC

Michael Metz is a financial advisor at BOS Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and Bank of Springfield. Outside of his advisory role, he is a partner in Bucket List Adventures LLC, a non-investment-related business. BOS Asset Management, LLC is a registered investment adviser managing approximately $829 million in assets with a team of seven advisors. The firm provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, employee benefit plans, and public entities, using a combination of individualized equity strategies and a rules-based fixed-income process.

Alexander Ludwig is a financial advisor at BOS Asset Management, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC and Bank of Springfield. Outside of his advisory role, he serves as the acting trustee for his sister's trust. BOS Asset Management, LLC is a registered investment adviser managing approximately $829 million in assets with a team of seven advisors. The firm offers investment management, financial planning, wealth management, and retirement plan consulting to individuals, high-net-worth clients, trusts, employee benefit plans, and public or private entities, using a combination of individualized equity strategies and rules-based fixed-income processes.

Marcus McGlasson is a financial advisor at BOS Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC for 13 years. Outside of his advisory role, McGlasson is involved in several entrepreneurial ventures, including ownership of a meal service business and a chain of drive-thru coffee shops. BOS Asset Management, LLC manages approximately $829 million in assets and offers investment management, financial planning, wealth management, and retirement plan consulting to individuals, high-net-worth clients, trusts, employee benefit plans, and public or private entities. The firm combines an individualized equity approach with a rules-based fixed-income process and employs third-party research and model strategies to tailor portfolios to client objectives and risk tolerances.

Shannon Jones is a financial advisor with BOS Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. She has worked at BOS Asset Management since 2020 and previously spent seven years with LPL Financial LLC. Jones also has a long-standing role at Bank of Springfield, where she has been employed for over 16 years. BOS Asset Management is a registered investment adviser managing approximately $829 million in assets with a team of seven advisors. The firm serves individuals, high-net-worth clients, trusts, employee benefit plans, and public or private entities, offering tailored investment management, financial planning, and retirement consulting. Their approach combines individualized equity strategies with a rules-based fixed-income process, supported by third-party research and strategic partnerships.

David Heitbrink is a CFP® with 27 years of industry experience. He is a vice president at Bank of Springfield and serves as an advisor at BOS Asset Management, LLC, where he has worked since 2022. He also founded Heitbrink Asset Management in 2013. BOS Asset Management, LLC manages approximately $829 million in assets and offers discretionary and non-discretionary investment management, financial planning, wealth management, and retirement plan consulting. The firm serves individuals, high-net-worth clients, trusts, employee benefit plans, and public and private entities, combining an individualized equity approach with a rules-based fixed-income process.

Sean Canaday is a financial advisor at BOS Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BOS Asset Management since 2023. Prior to that, he has been affiliated with LPL Financial since 2010 and has roles at Bank of Springfield and as a coach since 2007. BOS Asset Management, LLC is a registered investment adviser managing approximately $829 million in assets with a team of seven advisors. The firm offers investment management, financial planning, and retirement plan consulting to a diverse client base, tailoring portfolios through a combination of individualized equity strategies and a rules-based fixed-income approach.

Wade Mathis is a CFP® professional with four years of experience at BOS Asset Management, LLC. Prior to joining BOS, he held positions at Lincoln College, MacMurray College, and Heartland Dental. BOS Asset Management, LLC is a registered investment adviser managing approximately $829 million in assets with a team of seven advisors. The firm serves individuals, high-net-worth clients, trusts, employee benefit plans, and public or private entities, providing customized investment management and financial planning with a focus on individualized equity strategies and a rules-based fixed-income process.

Frank Coffey is a financial advisor at BOS Asset Management, LLC with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at The Baker Group LP, Bank of Springfield, LPL Financial, and Equitable Advisors LLC. Outside of finance, he has worked in government roles with the Office of the Vice President of the United States and the Office of the House of Representatives. BOS Asset Management, LLC is a registered investment adviser managing approximately $829 million in assets with a team of seven advisors. The firm offers discretionary and non-discretionary investment management, financial planning, wealth management, and retirement plan consulting to a diverse client base, using a tailored approach that combines individualized equity strategies with a rules-based fixed-income process.