Broker Check

Firm Leadership

Brian M.  Roberts CFS®

Brian M. Roberts CFS®

CEO, General Agent

Andrew Busby

Andrew Busby

Vice President, Sales Manager, Registered Principal, Financial Advisor

Kara Perry

Kara Perry

Chief Operations Officer

Brian Schmuke

Brian Schmuke

Director of Development, Sales Manager, Registered Principal

Adam  Elder

Adam Elder

Managing Director

Brady Coke

Brady Coke

Sales Manager | Financial Advisor

Scott Hocker

Scott Hocker

Sales Manager

John W.  Sweeney Jr.

John W. Sweeney Jr.

Sales Manager, Registered Representative

Greg Pettys ChFC®, CFP®

Greg Pettys ChFC®, CFP®

Advanced Markets Consultant | Certified Financial Planner® Professional

John Weeks CLTC®

John Weeks CLTC®

Agency Disability Income & Long Term Care Specialist, Financial Advisor

Marc Chenot

Marc Chenot

Investment Specialist, Financial Advisor

Matthew Merrick

Matthew Merrick

Agency Life Specialist, Managing Associate, Financial Advisor

Michael Daley CPA*

Michael Daley CPA*

Financial Planning Director, Financial Advisor

Patrick  Donlan

Patrick Donlan

Annuity Specialist, Financial Advisor

Kyle Ortmann

Kyle Ortmann

Director of the Legacy Outreach Program | Financial Advisor

Aaron Bockman ChFC®

Aaron Bockman ChFC®

Managing Associate, Financial Planner

Scott Sanders

Scott Sanders

Managing Associate, Financial Services Professional

Charlie Sottoriva

Charlie Sottoriva

Managing Associate, Financial Advisor

Bo Marshall

Bo Marshall

Brokerage Director - St. Louis

Carrie  Bischof

Carrie Bischof

Recruiting Director

Diona Cann

Diona Cann

Recruiting Director

Tyler Roberts

Tyler Roberts

Recruiting Director - Kansas City