Our promise to our clients is to earn their trust by assuring them they are better off for having met us and having used our services. We provide our clients with comprehensive financial planning using what we believe are the best products available. Our pledge is to put our clients' interest first and to offer objective management using the clients' goals, risk tolerance and resources.
R.B. Clark, III, CFP ®
R.B. is a graduate of Washington University and a former chairman and president of the County Bank of Chesterfield which he founded. R.B. has also served as president of the Chesterfield Chamber of Commerce and Chesterfield Kiwanis. R.B. has spent more than 25 years helping clients achieve their goals with sound financial planning and investing.
Chris is a graduate of the University of Missouri, St. Louis. Chris is also past-president of the Chesterfield Chamber of Commerce and Chesterfield Kiwanis. R.B. and Chris are financial planners who formulate written comprehensive financial plans specifically addressing our clients' goals and risk tolerance.
Kevin A. Clark, CFP ®
A graduate of the University of Missouri, Kevin serves as our firm's vice president. He also oversees the firm's asset allocation department. In addition, Kevin serves on the investment committee with R.B. and Chris. This committee meets daily to discuss our clients' portfolios in order to provide the very best advice for our clients. Kevin is a registered stock broker and an investment advisor representative. He has worked as a financial planner for almost 15 years.
T. Nathan Harvell
A graduate of Southeast Missouri State University and former bank officer, Nathan has worked in our firm's asset allocation department for almost 5 years. Nathan also assists creating and implementing the custom financial plans and marketing materals.
Kerry D. Rogers
Kerry attended the University of Kansas and graduated from Washburn University with a degree in Political Science. He has been in the business for more than 15 years. Kerry is an advisor and works in our firm's marketing department.
The Rest of the Team
Patty Roberts, Sandra Reutter and Mary Schulenberg provide world-class service to our clients. Our team is dedicated to meeting our clients' needs in a timely and friendly fashion. With over 45 years experience collectively with our firm, our client services team has the expertise to serve our clients' needs with efficiency and a smile!