Our Team
Meet Our Team
Financial planning works best when it’s built on real relationships
Founding Partner and Financial Advisor
Justin Bates
Justin Graduated from College of the Ozarks in 2003 with a degree in Agribusiness. He grew up working on the family ranch, where he developed a deep understanding of the financial challenges facing agricultural families and businesses. During his younger years, Justin competed in bullriding and team roping, experiences that taught him discipline, resilience, and the importance of preparation. He is married with two daughters. Justin’s favorite pastime is watching his daughter compete in gold, though he also loves hunting, especially ducks and deer. His background in agriculture and western sports gives him unique insight and understanding of the industries and communities he serves.
Email Address
jbates@thestrategicfinancial.com
Phone Number
(417) 823-3810
Office Location
3809 S Greystone Court Suite A Springfield, MO 65804
Fee Structure
- Individual Planning: $1,500 (may vary based on net worth and services required)
- Asset-Based Management Fee: Typically 1% with a declining scale based on assets under management
Certifications and Credentials
- Series 65
- Life and Health Insurance Licenses
- Preferred Financial Provider for the Western Sports Foundation and rodeo athletes
Geographic Service Area
Nationwide
Areas of Specialty
Agriculture and Western Industries
Justin specializes in financial planning for ranchers, farmers, and businesses in western industries, understanding the unique cash flow, succession, and estate planning challenges these families face.
Group Retirement Plans
Designing and administering retirement plans for agriculture, western industry, and blue collar companies that need practical solutions for their workforce.
Rodeo Athletes
As the preferred financial provider for the Western Sports Foundation, Justin works with professional rodeo athletes to manage irregular income, plan for career transitions, and build long-term financial security.
Ready to Get Started?
Schedule a free 30-minute consultation. No pressure, no obligation, just an opportunity to ask questions and see if we’re the right fit for your financial goals.