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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.

*These services are offered by Robert Whelan through his affiliation with H.D. Vest.

 
Robert has been a man of great perseverance throughout his life. At eighteen his father’s death would force him to become a guardian for his mother and sister while he was putting himself through college by working long hours for the...

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Tonia Clark

Wealth Management Consultant

573-785-3008

573-785-5271

Tonia Clark is a lifelong resident of Butler County and attended high school at Poplar Bluff High School. She resides with her husband and daughter in Poplar Bluff and her son is an active duty soldier in the US Army. Tonia is a...

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Pilar A. Sanchez

Senior Accountant

573-785-3008

573-785-5271

Pilar, originally from Bucaramanga, Colombia, resides in Poplar Bluff, MO. In Colombia she completed her degree in Accounting and obtained her CPA as well as gaining her masters in Exterior Business specializing in importation and...

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James Rousan III

Staff Accountant

573-785-3008

573-785-5271

James Rousan III is a local native of Butler County. After graduating from East Carter High School, He obtained is degree in Business Administration from TRCC in 2008. Later he obtained his Bachelors in Accounting at Central Methodist...

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Dylan R. Acevedo EA

Financial Consultant

573-785-3008

573-785-5271

Dylan was born and raised in Southeast Missouri. He attended high school at Dexter High and graduated with academic honor. He went on to complete his college education at Westminster College on the colleges Presidential Scholarship. He...

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Kasey Williams

Administrative Assistant

573-785-3008

573-785-5271

Kasey Williams grew up in Doniphan, MO, and graduated from Doniphan High School in 1998. She attended Three Rivers College where she studied Information Systems Technology. After 13 years as a Legal Assistant, she is looking forward to...

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