Categories
Financial - Advisors & Investment Counselors
- 200 E. Southampton Dr. Ste 101 Columbia MO 65203
- (573) 875-3939
- (866) 897-9796
- (573) 875-3940
- Visit Website
Hours:
M-F 8:30 AM - 4:30 PM
About Us
We assist clients in making informed financial decisions through education, communication, and the financial planning process, while keeping the client’s interest paramount.
Rep/Contact Info

Ben Dierkes
Associate Wealth Advisor
- Phone: (573) 875-3939
- Fax: (573) 875-3940
- Send an Email
- 200 E. Southampton Dr. Ste 101 Columbia MO 65203

Sheryl Hopkins
Client Service Administrator
- Phone: (573) 875-3939
- Fax: (573) 875-3940
- Send an Email
- 200 E. Southampton Dr. Ste 101 Columbia MO 65203

Dan Kellar
Wealth Advisor
- Phone: (573) 875-3939
- Fax: (573) 875-3940
- Send an Email
- 200 E. Southampton Dr. Ste 101 Columbia MO 65203

Taylor Knipp
Servicing Wealth Advisor
- Phone: (573) 875-3939
- Send an Email
- 200 E. Southampton Dr. Ste 101 Columbia MO 65203

Jared Reynolds
Senior Wealth Advisor/Co-Founder
- Phone: 5738753939
- Fax: 5738753940
- Send an Email
- 200 E. Southampton Dr. Ste 101 Columbia MO 65203

Carroll Wilkerson
Senior Wealth Advisor/Co-Founder
- Phone: (573) 875-3939
- Fax: (573) 875-3940
- Send an Email
- 200 E. Southampton Dr. Ste 101 Columbia MO 65203