At Financial Planners of Missouri, we leverage our experience and knowledge to help clients pursue their financial goals throughout life. Working as a team, our clients receive the benefit of multiple outlooks and opinions from multiple advisors.
Meet our team of professionals, based in Columbia and Kirksville, Missouri:
Owner and Partner
Investment Advisor Representative
As a junior financial advisor, Ashton Wolter handles a number of the Kirksville office’s day-to-day tasks, including coordinating meetings with clients, managing paperwork, files and records, and more.
Cindy Meador is the Administrative Assistant, maintaining the front office of Columbia, answering phone calls, scheduling client appointments, and filing paperwork.
Kenzi began working for Financial Planners of Missouri in the Columbia office in May of 2018. Her main focus points include creating efficiency for the company and working to improve our overall operation systems.
Nick is an Intern at Financial Planners of Missouri in the Columbia office and is working on becoming a certified advisor.