The Team

Missouri Financial Planners

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan.We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Our Advisors

Dan Carver III

Dan Carver III

Financial Advisor

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Designations

CFP®, ChFC®, CLU®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies

Education

BSBA in Finance from the University of Missouri - Columbia - 2000
CA Insurance #0M41209 AR License #3666520

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Rich Hartmann

Rich Hartmann

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

BA in Education, 1971, Harris Teachers College, St Louis, MO, MA in Educational Administration, 1978, University of Missouri at St Louis, MO

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Steven Wilson

Steven Wilson

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business

Education

Southern Illinois University at Edwardsville, BSBA 1978

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John H Wolpers II

John H Wolpers II

Financial Advisor

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Designations

MSFS, CFP®, CRPC®, CFS®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Education

Master of Science in Financial Services (MSFS), The American College, Bryn Mawr, PA 2019, Bachelor of Journalism (BJ), University of Missouri, Columbia, MO 1972

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Larry Mosier

Larry Mosier

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

St. Louis University B.S. Medical Technology 1976, University of Missouri St. Louis MA Organizational Psychology 1983

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