Our Professional Team

Jim Erlacker, CPA/PFS Senior Wealth Advisor 573.334.0568 Send an Email View Full Bio
Susan Shackelford-Davis Director of Wealth Management 314.231.6232 Send an Email View Full Bio
Trevor Wallner Senior Wealth Advisor 217.789.0960 Send an Email View Full Bio
Justin Mason CFP® Wealth Advisor, Chief Compliance Officer 217.789.0960 Send an Email View Full Bio
Rob Barrale Wealth Advisor 314.231.6232 Send an Email View Full Bio
Nathan Townsend Associate Wealth Advisor 217-789-0960 Send an Email View Full Bio
Ross Hager CFP® Wealth Advisor 217-789-0960 Send an Email View Full Bio
Angel Smothers Operations Supervisor 314-231-6232 Send an Email View Full Bio


Our Offices
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