Broker Check

Eureka Office

201 Beverly Street

Suite C
Eureka, MO 63025


How We Work

Our firm helps individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


Money Managers

Mutual Funds

Stocks & Bonds

Brokerage Accounts

Traditional IRA

Rollover IRA

Roth IRA



529 Education Savings

Financial Planning

Retirement Planning

Estate Plans

Wealth Accumulation

Income Planning

College Planning

401(k) Planning

Profit Sharing Plans


Individual Plans:

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Group Plans:

Voluntary Payroll-Deduct Benefits

Life, Disability, Accident, Critical Illness, Cancer, Etc.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. 938-4104