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) 394-0218
Managing Partner Industry Experience: 28 Years Securities Licenses: Series 6, 7, 24, 63, 65
John R. Zufall
Investment Adviser Representative
(636) 394-0218
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 &...
Margrit J Hamilton
Administrative Assistant, Office Manager
636-394-0218
Industry Experience: 22 Years Securities Licenses: 11, 63 Insurance License: Life & Health Contact Information: mar@capitaladvisorygrp.com Focus: Client relationship management; compliance and paperwork administration maintaining...
Shawn Baker
Customer Service Rep/ Office Operations