Broker Check

Eureka Office

201 Beverly Street

Suite C
Eureka, MO 63025

Finding Your Fit

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Suggested Content

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
Learn More
How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
Learn More
Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
Learn More