Our Professional Team

James Erlacker
Jim Erlacker, CPA/PFS Senior Wealth Advisor 573.334.0568 Send an Email View Full Bio
susansd
Susan Shackelford-Davis Director of Wealth Management 314.231.6232 Send an Email View Full Bio
wallner-trevor
Trevor Wallner Senior Wealth Advisor 217.789.0960 Send an Email View Full Bio
Justin Mason
Justin Mason CFP® Wealth Advisor, Chief Compliance Officer 217.789.0960 Send an Email View Full Bio
Rob Barrale(002)
Rob Barrale Wealth Advisor 314.231.6232 Send an Email View Full Bio
Townsend, Nathan
Nathan Townsend Portfolio Specialist 217-789-0960 Send an Email View Full Bio
Smothers head shot (002)
Angel Smothers Operations Supervisor 314-231-6232 Send an Email View Full Bio


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