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Our Difference is
Your Advantage

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.


Comprehensive

Holistic financial solutions

Collaborative

Team-based approach

Credentialed

Depth of EXPERIENCE

Connected

Our work is personal






Patrick Scott Photo
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Patrick Scott

Financial Advisor

Patrick Scott

Financial Advisor

pscott@hfiadvisors.com


Joined HFI Advisors in:

2016

Current Role and Background

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. 

Attended

Missouri Southern State University, B.S.B.A Accounting 

First Job

Started my own mowing business while in college

Outside of Work...

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. 

Rick Utter Photo
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Rick Utter

Financial Advisor

Rick Utter

Financial Advisor

rutter@hfiadvisors.com


Joined HFI Advisors in:

1982 (Started Heartland Financial Group)

Current Role and Background 

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. 

Attended

Missouri Southern State University (Education) & Pittsburg State University (Master's in Psychology/Counseling) 

First Job

Junior High Teacher

Outside of Work...

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. 


 Tyler Burgess Photo
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Tyler Burgess

Financial Advisor

Tyler Burgess

Financial Advisor

tburgess@hfiadvisors.com


Joined HFI Advisors in:

2019

Current Role and Background

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. 

Attended

Missouri State University - General Business 

First Job

Worked as a pirate at a resort on Cape Cod while in college

Outside of Work...

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. 

Amy Bryant Photo
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Amy Bryant

Office Manager

Amy Bryant

Office Manager

abryant@hfiadvisors.com

Joined HFI Advisors in:

2017

Current Role and Background

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.

Attended

McMurry University - Accounting & Finance

First Job

Snack bar at the country club pool

Outside of Work...

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. 

Julia Scott Photo
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Julia Scott

Executive Assistant

Julia Scott

Executive Assistant

jscott@hfiadvisors.com

Joined HFI Advisors in:

2016

Current Role and Background

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. 

Attended

Ozark Christian College - Day Care Administration

First Job

Tearing down furniture in my Dad's business

Outside of Work...

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.