Broker Check

Firm Leadership

Brian M.  Roberts CFS®

Brian M. Roberts CFS®

CEO, General Agent

Kara Perry

Kara Perry

Chief Operations Officer

Andy Busby

Andy Busby

Vice President, Registered Principal, Financial Advisor

Brian Schmuke

Brian Schmuke

Managing Director

Amy Szablewski

Amy Szablewski

Assistant Operations | Practice Development Specialist

Chuck H.  Dow, CLU®, CLTC®

Chuck H. Dow, CLU®, CLTC®

Managing Director | Financial Advisor

Scott Hocker, CLF®

Scott Hocker, CLF®

Sales Manager | Financial Advisor

Managing Associates

Kody Cook

Kody Cook

Managing Associate

(913) 234-0363

Jason Cummings

Jason Cummings

Managing Associate | Wealth Management Advisor

(314) 548-4040

Harrison Lambert

Harrison Lambert

Managing Associate