Firm Leadership
Brian M. Roberts CFS®
CEO, General Agent
Andy Busby
Vice President, Registered Principal, Financial Advisor
Kara Perry
Chief Operations Officer
Brian Schmuke
Director of Development, Sales Manager, Registered Principal
Adam Elder
Managing Director
Chuck Dow
Managing Director
Scott Hocker, CLF®
Sales Manager | Financial Advisor
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
Michael Daley CPA*
Financial Planning Director, Financial Advisor
Patrick Donlan
Annuity Specialist, Financial Advisor
Scott Sanders
Managing Associate, Financial Services Professional
Kyle Ortmann
Director of the Legacy Outreach Program | Financial Advisor
Aaron Bockman ChFC®
Managing Associate, Financial Planner
Charlie Sottoriva
Managing Associate, Financial Advisor
Bo Marshall
Brokerage Director - St. Louis
Carrie Bischof
Recruiting Director - St. Louis
Diona Cann
Recruiting Director - St. Louis
Tyler Roberts
Recruiting Director - Kansas City
Amy Szablewski
Assistant Operations | Practice Development Specialist
Kim O'Shea
Bookkeeper/ New Business Manager
Stephanie Anderson
Recruiting Director - Springfield