AG Financial Solutions

Prior to joining AG Financial as senior vice president of Investment and Retirement Services, Bob Lamb spent 3 years with Steward Capital Advisors, an investment firm established by AG Financial to offer faith-based wealth management solutions and the Steward family of faith-based funds. Bob is committed to serving the Assemblies of God fellowship with their investment, retirement, and planned giving needs.

Bob graduated from Chadron State College in Chadron, Nebraska, with a bachelor of science degree, and began his career with American Express Financial Advisors, where he received in-depth training in financial planning. He went on to start a successful financial planning practice in northwest Nebraska, developing an expertise in comprehensive financial planning and portfolio management. Bob currently holds his Series 63, 65, and 7 securities licenses and has completed his Certified Financial Planner designation (CFP).

Bob and his wife, Kaci, live in Nixa, Missouri. They have two children, Darian and Brayden. The Lambs attend a local church where they are active in a variety of ministries.

A graduate of Central Missouri State University, Lee has an extensive background in insurance, estate planning, tax planning, investments, and corporate management. Besides working at the corporate headquarters for a property and casualty insurance company, he has also owned and operated an insurance agency and an independent tax and investment practice.

Since 1971, Lee has served many roles in Assemblies of God ministries, including deacon, teacher, evangelism trainer, small group pastor, and worship leader. All of these positions have reinforced his commitment to ministry, just as his broad experience in financial affairs has strengthened his understanding of the importance of financial planning for all families.

Lee and his wife, Suzanne, live in Springfield,Missouri, where they attend James River Assembly of God. They have three adult children and five grandchildren.

As an AG Financial Solutions planned giving consultant, Jason Lister is committed to providing investment and stewardship planning to churches and individuals. Jason has nearly 5 years of experience in providing investment solutions, including 3 years as an investment representative with Edward Jones & Company. Jason’s goal is to use this investment experience to bring peace of mind and financial security to our Fellowship.

Outside of the work place, Jason is dedicated to ministry at his church. A fourth generation member of the Assemblies of God, Jason, his wife, and daughter attend James River Assembly in Ozark, Missouri, where his wife serves as the choir director and he volunteers as a small group leader and Sunday School teacher.

Larry’s Grandmother Lister first took him to Rolla First Assembly of God when he was just a toddler and Larry and his wife, Sharon, are proud to have ushered in the fourth generation of servants to Christ through the Assemblies of God.

Throughout his career, Larry has owned and managed several business ventures. He started a lumber yard construction company and developed it into a highly profitable business, servicing an eight-county area. In his seventeen years of insurance experience, he was noted for his ability to take over a troubled agency and make it profitable. He also started his own insurance/financial planning agency, selling it recently to answer God’s call to be a part of AG Financial.

Larry is active in church, having served as a deacon, men’s fellowship leader, choir member, greeter and nursery attendant.

Larry and Sharon were married in 1974. They live in Ozark,Missouri and have three adult children. Larry and Sharon attend James River Assembly in Ozark, Missouri.

A 1976 graduate of the University of Oklahoma, Charles holds a Bachelor of Science in Business Education. His teaching skills are utilized each time he explains a complex financial concept.

While in school, Charles served as equipment manager for the University of Oklahoma basketball team. Upon graduation, his career led him to the world of business in Oklahoma City. Subsequent moves found him serving the health care community in Ardmore and Tulsa, Oklahoma, before relocating to Springfield, Missouri, where he and his family have lived since 1989.

Married in 1975, Charles and his wife, Sally, are active members of James River Assembly of God. They have three adult children.

Jim grew up in an Assemblies of God minister’s home. He has served his family’s ministry legacy as a Sunday school teacher, board member, and church musician.

For over 30 years, Jim has been a results-focused, quality-driven professional entrepreneur with extensive and successful experience in every facet of business management, including new business development, marketing, sales, supervising, and customer service. His company enjoyed tremendous growth under his leadership, growing to a multi-million dollar business.

After being the president of several companies, Jim now serves in ministry as a financial planning consultant for AG Financial. Jim is committed to helping people move from success to significance through proper financial planning – that which is achieved when God-given resources are directed toward God-given goals.

Jim and his wife, Sandy, have been married since 1974. They attend North Point Assembly of God in Springfield, Missouri. They have three adult children involved in Christian ministry and two grandchildren.