Our team

Team member
Brent Stewart
CFP®, ChFC®, FIC
Wealth Advisor

Brent finds joy in guiding clients on their financial journeys. He helps people prepare for retirement—employing tax-efficient money management strategies and more. He also strives to help Christians live abundant lives and achieve their goals. Brent has volunteered for Habitat for Humanity International in Paraguay, Poland, Macedonia and Malawi. He and his wife, Shanna, live in Saint Charles with their three daughters. He enjoys treating the family to his trademark slow-cooked barbecue.  

States Licensed: AZ, CO, FL, IL, IN, MI, MO, NC, OH, OR, TN, TX

About Brent Stewart

Brent finds joy in guiding clients on their financial journeys. He helps people prepare for retirement—employing tax-efficient money management strategies and more. He also strives to help Christians live abundant lives and achieve their goals. Brent has volunteered for Habitat for Humanity International in Paraguay, Poland, Macedonia and Malawi. He and his wife, Shanna, live in Saint Charles with their three daughters. He enjoys treating the family to his trademark slow-cooked barbecue.  

States Licensed: AZ, CO, FL, IL, IN, MI, MO, NC, OH, OR, TN, TX
Team member
Carol Grebing-Duggan
FIC, RICP®, CLTC®
Financial Consultant

Carol enjoys creating financial strategies aligned with client values. She is passionate about helping them accomplish their goals, while building meaningful relationships along the way. Carol and her husband, Duke, have a daughter, Shannon, and son-in-law, Scott, and with the addition of her grandson, Julian, her family now calls her Oma! Carol enjoys singing in the Perry County Lutheran Choral, traveling and Chiefs football.

States Licensed: AR Insurance Lic. #11398148, CA Insurance Lic. #0K52321, FL, IL, KS, LA, MO

About Carol Grebing-Duggan

Carol enjoys creating financial strategies aligned with client values. She is passionate about helping them accomplish their goals, while building meaningful relationships along the way. Carol and her husband, Duke, have a daughter, Shannon, and son-in-law, Scott, and with the addition of her grandson, Julian, her family now calls her Oma! Carol enjoys singing in the Perry County Lutheran Choral, traveling and Chiefs football.

States Licensed: AR Insurance Lic. #11398148, CA Insurance Lic. #0K52321, FL, IL, KS, LA, MO
Team member
Boone Jackson
FIC, CKA®
Financial Consultant

Boone once studied to be a pastor, but later determined his most fulfilling ministry was to help people achieve financial clarity and lead lives full of meaning and gratitude. He combined his backgrounds in faith and finances by becoming a Certified Kingdom Advisor®, a designation with training in providing biblically wise financial counsel. Boone lives with his wife, Jill, and their three sons. He enjoys “Jeeping,” Rucking and working out with F3. 

States Licensed: AZ, CO, FL, IL, KS, MD, MO, NV, OK, TX

About Boone Jackson

Boone once studied to be a pastor, but later determined his most fulfilling ministry was to help people achieve financial clarity and lead lives full of meaning and gratitude. He combined his backgrounds in faith and finances by becoming a Certified Kingdom Advisor®, a designation with training in providing biblically wise financial counsel. Boone lives with his wife, Jill, and their three sons. He enjoys “Jeeping,” Rucking and working out with F3. 

States Licensed: AZ, CO, FL, IL, KS, MD, MO, NV, OK, TX
Team member
Tim Gerler
CFP®, FIC, RICP®
Wealth Advisor

Tim is committed to providing an environment where clients can get the information they need to help them make important decisions. He believes it’s his responsibility to meet people wherever they are on life’s journey and provide guidance as they pursue what’s important to them. Away from work, Tim devotes time to such organizations as Habitat for Humanity, the Missouri Stream Team and the Missouri Historical Society. He also likes to hike, fish and spend time outdoors with his wife, Julie, friends and family. 

States Licensed: AZ, CA Insurance Lic. #0M71194, CO, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, OK, SC, TX, UT, WI

About Tim Gerler

Tim is committed to providing an environment where clients can get the information they need to help them make important decisions. He believes it’s his responsibility to meet people wherever they are on life’s journey and provide guidance as they pursue what’s important to them. Away from work, Tim devotes time to such organizations as Habitat for Humanity, the Missouri Stream Team and the Missouri Historical Society. He also likes to hike, fish and spend time outdoors with his wife, Julie, friends and family. 

States Licensed: AZ, CA Insurance Lic. #0M71194, CO, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, OK, SC, TX, UT, WI
Team member
Brian Wegener
LUTCF®, FIC, CLTC®
Associate Wealth Advisor

Brian assists clients in making financial decisions on their journey into and through retirement. His background includes a degree in agribusiness, which gives him unique insight into legacy planning for farming families. Brian is an ardent supporter of Christian education. He and his wife, Diane, have two sons and five grandchildren who he enjoys caring for in his spare time. 

States Licensed: CO, FL, IL, MI, MO

About Brian Wegener

Brian assists clients in making financial decisions on their journey into and through retirement. His background includes a degree in agribusiness, which gives him unique insight into legacy planning for farming families. Brian is an ardent supporter of Christian education. He and his wife, Diane, have two sons and five grandchildren who he enjoys caring for in his spare time. 

States Licensed: CO, FL, IL, MI, MO
Team member
Zachary Gerler
Director of Investment Operations

Zach and wife Alex are the parents of two energetic, young boys, Henry and Elijah. Zach enjoys volunteering with St. Jude and The Little Bit Foundation. If he finds free time, it’s filled with staying active at the gym, playing softball (close to the competitiveness of MLB minor leagues), and BBQ’ing for his extended family. 

States Licensed: AZ, IL, IN, KS, MO, NC, NE, TX, WI

About Zachary Gerler

Zach and wife Alex are the parents of two energetic, young boys, Henry and Elijah. Zach enjoys volunteering with St. Jude and The Little Bit Foundation. If he finds free time, it’s filled with staying active at the gym, playing softball (close to the competitiveness of MLB minor leagues), and BBQ’ing for his extended family. 

States Licensed: AZ, IL, IN, KS, MO, NC, NE, TX, WI
Team member
Mark Gerler
CLU®
Associate

Mark provides a wide range of services, but particularly enjoys estate protection and helping clients efficiently transfer their wealth and legacies from one generation to the next. Mark and his wife, Su, have six children and 12 grandchildren. He keeps busy watching those grandkids at sporting and school events, and enjoys time at his family farm in Altenburg. 

States Licensed: IL, MO

About Mark Gerler

Mark provides a wide range of services, but particularly enjoys estate protection and helping clients efficiently transfer their wealth and legacies from one generation to the next. Mark and his wife, Su, have six children and 12 grandchildren. He keeps busy watching those grandkids at sporting and school events, and enjoys time at his family farm in Altenburg. 

States Licensed: IL, MO
Team member
Taylor Stevens
Associate Financial Advisor

Taylor and her husband, Seth, have two children. She enjoys reading, drinking coffee and chasing those toddlers. Taylor remembers learning at a young age the importance of saving and making smart financial decisions. She chose to pursue that career to help people understand the path to achieve their goals. 

States Licensed: AR Insurance Lic. #19747402, IL, MO

About Taylor Stevens

Taylor and her husband, Seth, have two children. She enjoys reading, drinking coffee and chasing those toddlers. Taylor remembers learning at a young age the importance of saving and making smart financial decisions. She chose to pursue that career to help people understand the path to achieve their goals. 

States Licensed: AR Insurance Lic. #19747402, IL, MO
Team member
Jason Schoppenhorst
MBA
Investment Analyst

Jason and Heather and their two young boys are members of Chapel of the Cross Lutheran Church. The Eagle Scout spends time hunting, fishing and enjoying the family lake house. If there is meat on the grill/smoker, Jason is usually close by. Jason provides brokerage platform expertise to serve clients with account trading, distribution and other service requests. 

States Licensed: FL, IL, MN, MO

About Jason Schoppenhorst

Jason and Heather and their two young boys are members of Chapel of the Cross Lutheran Church. The Eagle Scout spends time hunting, fishing and enjoying the family lake house. If there is meat on the grill/smoker, Jason is usually close by. Jason provides brokerage platform expertise to serve clients with account trading, distribution and other service requests. 

States Licensed: FL, IL, MN, MO
Team member
Jack Bedtke
BFA™
Financial Advisor

A graduate of Lindenwood, Jack continues to be active in the community as part of the Kiwanis and supporter of Backstoppers. He enjoys helping people and accomplishes this through his work with clients and outside of Thrivent with the i9 youth sports league.

States Licensed: IL, MO, TX

About Jack Bedtke

A graduate of Lindenwood, Jack continues to be active in the community as part of the Kiwanis and supporter of Backstoppers. He enjoys helping people and accomplishes this through his work with clients and outside of Thrivent with the i9 youth sports league.

States Licensed: IL, MO, TX
Team member
Uhron Robinson
Associate

Uhron is excited to be in a position that adds value to clients’ lives by helping develop financial strategies that bring clarity to their financial situation. Financial education, volunteering his time at church and community events, and motivating people to achieve their dreams are his

passions. Uhron enjoys assisting people with generating ideas and solutions.

States Licensed: GA, IL, MD, MO, TX

About Uhron Robinson

Uhron is excited to be in a position that adds value to clients’ lives by helping develop financial strategies that bring clarity to their financial situation. Financial education, volunteering his time at church and community events, and motivating people to achieve their dreams are his

passions. Uhron enjoys assisting people with generating ideas and solutions.

States Licensed: GA, IL, MD, MO, TX