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
David Bethel is the founder of Financial Planners of Missouri. Working closely with clients, his mission is to bring value to their lives.
Adam Bethel is an owner and partner with Financial Planners of Missouri, assisting clients in the Columbia office with their many financial concerns.
Investment Advisor Representative
As a junior financial advisor, Ashton handles a number of the Kirksville office’s day-to-day tasks, including welcoming people when they enter the office; communicating with and assisting clients; and managing paperwork and records.
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.