Firm Leadership
Brian M. Roberts CFS®
General Agent, CEO
Andrew Busby
Vice President, Sales Manager, Registered Principal, Financial Advisor
Kara Perry
Chief Operations Officer
Todd M. Frattura
Managing Director - St. Louis
Brian Schmuke
Director of Development, Sales Manager, Registered Principal
Brady Coke
Sales Manager | Financial Advisor
Scott Hocker
Sales Manager
Greg Pettys ChFC®, CFP®
Advanced Markets Consultant | Certified Financial Planner® Professional
John Weeks CLTC®
Agency Disability Income & Long Term Care Specialist, Financial Advisor
Marc Chenot
Investment Specialist, Financial Advisor
Matthew Merrick
Agency Life Specialist, Managing Associate, Financial Advisor
Patrick Donlan
Annuity Specialist, Financial Advisor
Bo Marshall
Brokerage Director - St. Louis
Aaron Bockman ChFC®
Managing Associate, Financial Planner
Charlie Sottoriva
Managing Associate, Financial Advisor
Scott Sanders
Managing Associate, Financial Services Professional
Michael Daley CPA*
Financial Planning Director, Financial Advisor
Carrie Bischof
Recruiting Director
Diona Cann
Recruiting Director
Tyler Roberts
Recruiting Director - Kansas City
John W. Sweeney Jr.
Sales Manager, Registered Representative