Our Financial & Insurance Professionals
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Joe LaTour
Founder & President
Joe LaTour is the founder and president of LaTour Asset Management, LLC and LaTour Advisory Group Inc.
Joe’s motivation in starting LaTour Asset Management, LLC centered on the idea of offering his clients a wider range of financial opportunities. Joe is an Investment Advisor Representative helping our clients navigate their investments and wealth management during the preservation and distribution years of retirement. With Social Security making up the foundation of the average retiree’s income, Joe provides solutions that dovetail their Social Security benefits with their other retirement assets providing the potential of reaching the desired financial goals of his clients. As an Investment Advisor Representative, Joe serves in a fiduciary capacity and offers an array of helpful and insightful retirement solutions. This allows for more diverse options when developing a plan specifically tailored for each individual’s needs.
Joe Latour, Investment Advisor Representative
Joe LaTour holds a State 65 license. He is an Investment Advisor Representative. Advisory services are offered by through LaTour Asset Management, LLC a Registered Investment Advisor in the States of Arkansas and Missouri. Being registered as a registered investment adviser does not imply a certain level of skill or training.
Joe also holds State Insurance licenses for Alaska, Arizona, Arkansas, Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Missouri, Montana, Nevada, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, and Washington.
For residents of other states in which license is not held, proper licenses must be obtained by Joe LaTour before proceeding further.
Josh LaTour
Josh’s focus in the field of financial advice is centered on helping retirees make a smooth transition from their working years into their retirement years. His goal is to form a lasting relationship with his clients and helping give financial peace of mind regarding their ongoing standard of living throughout their retirement years. Josh and his wife Courtney live in the Southwest Missouri area with their two dogs, Darcy and Bentley. His favorite pastimes include hiking with friends and family and working as a youth leader at his church.
Josh LaTour, Investment Advisor Representative
Josh LaTour holds a 65 license. He is an Investment Advisor Representative. Advisory services are offered by through LaTour Asset Management, LLC a Registered Investment Advisor in the States of Arkansas and Missouri. Being registered as a registered investment adviser does not imply a certain level of skill or training.
Josh also holds State Insurance licenses for Florida, Missouri, Nevada, Oklahoma.
For residents of other states in which license is not held, proper licenses must be obtained by Josh LaTour before proceeding further.
Jim Margraf
Advisor
Jim Margraf joined the LaTour team in the summer of 2016. He has a passion for helping people and is an effective communicator. He has been teaching educational classes on retirement planning and Social Security to empower the baby boomer generation with the information they need to make the right decisions as they navigate into retirement. Jim’s motivation centers on the idea of helping clients make a smooth transition into retirement and provide a pathway through the financial confusion. With social security benefits making up the foundation of the average retiree’s income, Jim provides solutions that dovetail social security benefits with other retirement assets. This has the potential to reach the desired financial goals of his clients. As an Investment Advisor Representative, he serves in a fiduciary capacity and offers diverse options when developing a plan specifically tailored for each individual’s need.
Jim was born and raised in Pennsylvania. He now lives in Southwest Missouri area. Jim is married to Lisa and they have two sons. Jim is an avid cyclist; he also enjoys hiking adventures with his family.
Jim Margraf, Registered Representative, Investment Advisor Representative
Jim Margraf holds a 65 licenses. He is an Investment Advisor Representative. Advisory services are offered by through LaTour Asset Management, LLC a Registered Investment Advisor in the States of Arkansas and Missouri. Being registered as a registered investment adviser does not imply a certain level of skill or training.
Darla LaTour
Accountant & Client Event Coordinator
Darla is licensed in the state of Missouri for both Life and Health. She handles all of our daily accounting needs and is actively involved in all of our client events.
On a personal note: Joe and his wife Darla enjoy giving back to their community by providing complimentary educational workshops. They also financially support and volunteer time for many charity events in their area. Joe served in the military with the 101st Airborne. He married Darla in 1995 and they have two children Heidi and Josh. Joe and Darla enjoy working out together, spending time with family and traveling throughout the United States and overseas with his ministry team.
Patty Miller
Licensed Insurance Agent
Patty is licensed in the State of Missouri for Life, Health, Property and Casualty. She mainly works out of the Ava office putting her knowledge to work for you. If you have questions regarding your insurance needs, Patty is there to answer your questions. If you listen to the local radio station, you may even hear her voice.
On a personal note: Patty is married to Kent. They have two children, two grandchildren, and two cats. They spend their personal time hiking and exploring the Ozarks. They also attend craft fairs and sell their fun photo gifts.
Barbara Burns
Financial Administrative Assistant
Barbara Burns is licensed in the State of Missouri as an Investment Advisor RepresentativeBarbara serves as our Financial Administrative Assistant. She handles the paperwork for each client and makes sure forms and procedures are adhered to on a daily basis. She also serves as our contracting specialist, working with each of our companies to make sure contracting is complete and up to date. She keeps all of our licensure up to date with each state for the many companies we represent.
Barbara is insurance licensed with the State of Missouri for Life, Health, Property and Casualty. She holds her Series 65 in the State of Missouri
On a personal note: Barbara is a married to Travis and has six wonderful children. She keeps very busy with sporting events and enjoys an occasional night out for Bingo with her favorite people.
Patience Mitchell
Administrative Assistant
Patience is an Administrative Assistant for the Ava office. She coordinates the documents for our Social Security workshops, and is in charge of keeping information on our clients current. She has worked in the insurance field for over 3 years and has her Life and Health Insurance with the State of Missouri.
On a personal note: Patience takes care of her mother in her own home. She enjoys activities with her church, helping during church camp, babysitting her friend’s children, and photography.
Kayla Haden
Licensed Insurance Agent
Kayla is a licensed life and health insurance agent in the state of Missouri. She is an insurance Broker for the various Medicare supplement and Medicare Advantage carriers in Southwest Missouri. She works with clients to educate as well as transition them into Medicare. She also serves in an administrative assistant role in mail sorting, scheduling appointments, copying, office organization, scanning and electronic filing of documents.
On a personal note: Kayla joined our team in 2015. She brings to us 7 years of working in customer service on the front line. In her spare time you may find Kayla hunting, at trivia night, crocheting, at the river or spending time with friends and family.
Courtney LaTour
First Impressions Specialist
Courtney joined our team in 2018 serving as our First Impressions specialist. Courtney will welcome your call with a kind voice, direct your call accordingly or greet you with a smile and a cup of coffee when you walk in our doors.
On a personal note: Courtney came all the way from Manitoba Canada to marry Josh LaTour and join our team. She is an excellent cook and loves to travel.
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
JEREMY BRYAN,
CFA®
Portfolio Manager of Gradient Investments, LLC
KEITH GANGL,
CFA®
Portfolio Manager of Gradient Investments, LLC
TYLER ELLEGARD, CFA®
Portfolio Manager of Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.