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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Jeffrey M. Zufall

Investment Adviser Representative

(636) 394-5524

(636) 394-0218

[email protected]

Managing Partner Industry Experience: 28 Years Securities Licenses: Series 6, 7, 24, 63, 65

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John R. Zufall

Investment Adviser Representative

(636) 394-5524

(636) 394-0218

[email protected]

Managing Partner Industry Experience: 31 Years Securities Licenses: Series6,63,65 Investment Advisor registration in the states of: MO,ID,IL,KS Securities registration in the states of: MO,CA,ID,IL,KS,MD Insurance License: Life &...

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Margrit J Hamilton

Administrative Assistant

636-394-5524

636-394-0218

[email protected]

Industry Experience: 22 Years Securities Licenses: 11, 63  Insurance License: Life & Health Contact Information: [email protected] Focus: Client relationship management; compliance and paperwork administration maintaining...

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Shawn Baker

Customer Service Rep/ Office Operations

(636) 394-5524

[email protected]

Industry Experience: 7 years Securities Licenses 6,63,65 Insurance Licenses: Life, Health, Property and Casualty. Focus: Client Relationship Management, Retirement Planning, Financial Planning

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