Our Team

As a financial advisor in our office, Ashton participates in meetings and is involved in the implementation of various strategies for clients. She also manages a number of tasks including preparing financial plans, handling client requests, and organizing office activities. She enjoys playing a role in helping clients pursue their financial goals.

Ashton received a Bachelor of Science in Business Administration with a concentration in Finance from Truman State University. She holds life insurance licenses in Missouri, Illinois, Kansas, Florida, Massachusetts, New Hampshire, North Carolina, Oregon, Indiana, Minnesota, West Virginia, and Georgia; long-term care certification in Missouri; and FINRA Series 7 and 66 securities licenses. Ashton is also a CERTIFIED FINANCIAL PLANNER® professional, and owner and partner of Financial Planners of Missouri.

Outside of the office, Ashton enjoys spending time with family and friends, reading, and working on creative story-based projects.

Eleanor serves as our Relationship Coordinator, which means she is involved with numerous tasks such as communicating with and assisting clients, managing client records, and enhancing the client experience.

Eleanor received a Bachelor of Science Degree in Finance from Culver-Stockton College and an Associates Degree from Moberly Area Community College. She is originally from Luray, Missouri and now lives in Kirksville.

When she is away from the office, Eleanor enjoys spending time with family and friends and having an active lifestyle, including going to the gym, biking, and playing pickleball. She also enjoys trying new coffee shops and baking. 

Lacey serves as our Wealth Management Coordinator, which means she is involved with numerous tasks such as paperwork preparation and processing, monitoring investment transactions, and ensuring account-related records are accurately maintained and compliant with regulatory standards.

Lacey received a Bachelor of Science Degree in Mathematics from Truman State University. Lacey recently purchased a home outside of Kirksville, where she lives with her three dogs: Sadie, Skye, and Sage. She is originally from Edina, Missouri.

When she is away from the office, Lacey enjoys spending time with family, friends, and her pups, in addition to crocheting, relaxing at the lake, and helping on her family's farm. You will often find her at the McKinney Bark Park or working on house projects.

Rose serves as our Financial Planning Coordinator, which means she is involved with numerous tasks such as assisting with financial planning data collection and entry, life insurance applications, and tax strategy implementation.

Rose has her Associates of Arts Degree through Moberly Area Community College and is currently working towards her Bachelor's Degree through Western Governors University. She has a goal of obtaining her Certified Public Accountant (CPA) license. 

In her free time, Rose enjoys spending time with her family and old fur baby, a border collie named Jackson. She particularly enjoys spending quality time with her two littles, Kala and Archer. Some of her favorite hobbies include solving puzzles and painting.