Sean is our lead Financial Advisor with over 30 years of experience building investment and business strategies. Being a proud U.S. Marine Corps veteran, Sean has strong Midwest values with dedication to service, specializing in creating personalized financial strategies that align with our clients’ goals—whether planning for retirement, growing investments, or building generational wealth. Sean believes that informed clients make better financial decisions, therefore he prioritizes education in every step of the planning process by breaking down complex concepts, answering questions clearly, and empowering clients to take control and know their future.

When Sean is not working with clients, you will likely find him out on the water, enjoying the Missouri lakes and rivers with a fishing pole in hand. Sean believes that patience and strategy is what it takes to land a great catch and mirrors that thoughtful planning required in financial success.

Mason's journey in service and leadership began in the U.S. Navy, where she developed the discipline, dedication, and drive that continue to guide her work as a Financial Associate today. She is passionate about educating the next generation on financial literacy and investment strategies—empowering them to make confident, informed decisions about their future.

When she's not working with clients or studying, you’ll find Mason exploring the outdoors and catching a hike with her family and friends. 

Tonya is our Licensed Office Professional as well as our Office Manager. She brings support to our Financial Advisors and Associates in all aspects of preparing reports and supporting documents, as well as maintaining compliance and operational efficiency. She ensures our day-to-day runs smoothly whether we are in the office or in the field.

From managing daily operations to coordinating client communications, Tonya is committed to make the financial planning process as efficient and stress-free as possible. She takes pride in building strong relationships with clients, anticipating their needs, solving problems proactively, and being a dependable point of contact our clients can count on.

Outside the office, you will find Tonya near the lake, river, or pool in the summer months. But during the fall and winter, you will find her baking all things sourdough.