"My goal is to get to genuinely know my clients and for them to genuinely know me so we can best accomplish what we set out to do. Throughout this partnership, I want my clients to be in the best financial position they can be for all of their lives and to ultimately have a comfortable and happy retirement."

Marsha grew up in central Missouri, graduated from Truman University, and resides in Boonville with her husband, Tom.  She is a proud mother of two grown daughters, Tonya and Tara; and now spends her spare time caring for her two Italian greyhound dogs, Nino and Gracey (ownership transferred from a daughter, of course).

Since 2003, Travis has been serving the needs of his clients with excellent service and quality financial strategies. He offers personalized service that is tailored to fit the needs of his clients. 

Lucas Redburn has been providing personalized service to clients of InvestorServices since 2005.  He enjoys helping clients tailor their investment portfolios to fit their financial situation.  Lucas grew up in mid-Missouri and moved to Columbia with his wife Tamra in 2003, and has since earned a Finance degree from Columbia College.

Nicholas Kenny

Raised in Kansas City, Nick moved to Columbia to pursue degrees at the University of Missouri in Finance and Economics & Banking. He began his banking career at Boone County National Bank in 2004 and has been a part of InvestorServices since 2005. Nick was appointed by the Mayor to be a citizen representative on the Columbia Firefighter Pension Board.

Although numbers are his focus, it's working with people each day that makes him truly enjoy his role as an Investment Specialist. Whether your goal is growth, retirement income, or a child's education, Nick is always available to help you make more informed decisions about your financial future.

Brent joined InvestorServices in 2004, and has been working hard on providing exceptional customer service to his clients. Brent is working on gaining his Certified Financial Planner, CFP®, designation so that he can continue helping his clients meet their financial goals. 

Chalee Crouch

Chalee Crouch began her career in financial services in 1994 and has been with InvestorServices since 1996.  In her years with InvestorServices she has enjoyed helping individuals, families, and businesses set and achieve their investment goals through careful planning and appropriate asset allocation. Chalee believes it is a privilege to be able to provide advisory services to people in her hometown area, and she looks forward to continuing our firm’s vision for

Mark Scanlan

Mark has been serving individual investors and businesses for over 20 years.  A firm believer in asset allocation, Mark works with investors of all ages on their personal or business investment needs.  

Mark is dedicated to developing long lasting relationships with his clients.  He believes in helping you assess your financial goals and guiding you in the management of your finances.  Mark and his wife Stephanie have three sons. 

Tyler Dinsdale

Tyler joined InvestorServices in 2008 as as trader on our fixed income bond trading desk.  Throughout his years in the industry he has enjoyed helping brokers and clients work towards their investment goals. Tyler's main objective is looking out for the needs and goals of his clients.  He does this through many routes including stretegies designed for retirement building, wealth accumulation and preservation, saving for future college costs and the improvement of your economic status.  With Tyler's guidance, you can be able to better identify your financial goals and make sound decisions to help reach them with the financial information he provides.

Tyler graduated from Missouri State University in Springfield, MO.  When he is not working or with his family, he can be found outdoors; huting, fishing, or throwing a stick to his dog Bailey.  Tyler and his wife Whitney are lifelong residents of Mid-Missouri and look forward to their future at the Lake of the Ozarks. 

Metcalf Bank-Overland Park, KS & Lee's Summit, MO   

Steve Holdmeyer

Steve is an advisor with more than 8 years of experience in providing comprehensive wealth management solutions to clients.  His particular expertise in investment management and asset allocation strategies have helped him establish and maintain quality relationships with clients through holistic analysis of client resources and objectives.  Steve possesses excellent communication, interpersonal and financial diversification skills, as well as a commitment to integrity and high ethical standards for his clients.

Steve and his wife Sarah grew up in the Kansas City area and are the proud parents of 2 daughters.  Steve attended both the University of Missouri in Columbia and University of Missouri in Warrensburg for his education.  He started his career with InvestorServices in the summer of 2008.

Tom Wood

Tom has 14 years experience in serving the financial services industry and assisting individuals and small companies assess and meet their investment planning objectives. In his 7 years with InvestorServices he has enjoyed helping individuals, families, and businesses set and achieve their investment goals through careful planning and appropriate asset allocation.

Rudy Metcalf

Rudy has over 22 years of experience servicing the investment needs of individuals, families, and businesses.  Rudy and his sales assistant Stacey, joined the InvestorServices team in 2010.  Rudy's expertise, preparing for your financial future can help make your dreams more achievable. 

 Central Bank- Jefferson City, MO

Jeff Boessen,  CFP®

Jeff Boessen is a Financial Advisor who, for over ten years, has worked with various clients who consist of individuals, families of all ages, retirees, businesses, and associations. Most seek sound, long-term investment advice with an emphasis on asset allocation and investment planning.  Jeff is a Certified Financial Planner ^TM committed to helping clients achieve a secure financial future. By sitting down together and assessing the current investment strategy, Jeff and his clients formulate a plan specifically designed to work toward their goals, while monitoring risk tolerances.  As this strategy evolves, Jeff recommends meeting for periodic reviews to evaluate the progress made and to assess any necessary adjustments to accommodate the client's changing needs.  

Jeff and his wife, Meredith, have three children and are life long residents of the central Missouri area. He started his career with Central Bank over fifteen years ago.

Bill Graves

Bill joined InvestorServices in 2004, bringing with him more than 27 years of financial planning experience. Over his years in the industry he has enjoyed helping individuals, families, and businesses set and achieve  their investment goals through careful planning and appropriate asset allocation.

Bill and Connie Graves have been married and have lived in Jefferson City for 41 years. They have 3 daughters and 4 grandchildren.

Linda Jansen

Linda began her banking career with Central Bank in 1980 and moved into the brokerage industry in 1998. With exceptional customer service skills and attention to detail, Linda’s goal is to help clients plan for financial success. She works with clients to develop a strategy, verify goals and define risk.

Kevin Callaway

Kevin Callaway joins InvestorServices after working in Central Bank's Investment Department for the past six years.  During his tenure, Kevin has developed and maintained significant public and private financial relationships.  His approach has been to actively work with his clients to help maximize financial opportunities throughout the bank by listening and recommending viable fiscal strategies.

Kevin is a recent graduate of the Graduate School of Banking at the University of Wisconsin-Madison.  He also received his Bachelor's Degree from Missouri Western State University in St. Joseph, Missouri. 

Kevin serves in a variety of public service organizations including Lincoln University's Foundation Board.

"InvestorServices is a perfect place for me to continue working with Central Bank's valued clients in assisting with their financial goals."

First National Bank-St. Louis - St. Louis, MO

Brad Wastler

Brad joined InvestorServices in 1995, after 16 years in the financial services industry. He now has 30 years experience in assisting individuals and small companies assess and meet their investment planning objectives. Brad currently is the President of the St. Louis Artist Guild and is the Program Sales Manager for InvestorServices.

Bob Judge, CFP®
Financial Advisor

Bob Judge has been working with individuals and businesses to pursue their financial goals for over 19 years.  Bob is a Certified Financial Planner dedicated to guiding his clients in the management of their finances.  One of the benefits of working with Bob is his ability to provide clear, easily understood explanations of financial products and services.  Bob’s philosophy is clear: to do the right thing for his clients, each and every day.

ONB Bank- Tulsa, OK

City Bank- Moberly, MO

Rebecca Stansberry

Becky has worked for Central Bancompany a total of 24 years, with 14 of those years in InvestorServices. In her years with InvestorServices she has enjoyed helping individuals, families, and businesses set and achieve their investment goals through careful planning and appropriate asset allocation.

Becky and her husband, Les have lived in Mexico for the past 8 years.  She has 5 children; one who just graduated from MU, two that attend MU, one that attends SIU-E, and the youngest is a sophomore in high school.  Becky is actively involved in Rotary and is a board member for the local YMCA.

First National Bank-Audrain County- Mexico, MO

Rebecca Stansberry

Becky has worked for Central Bancompany a total of 24 years, with 14 of those years in InvestorServices. In her years with InvestorServices she has enjoyed helping individuals, families, and businesses set and achieve their investment goals through careful planning and appropriate asset allocation.

Becky and her husband, Les have lived in Mexico for the past 8 years.  She has 5 children; one who just graduated from MU, two that attend MU, one that attends SIU-E, and the youngest is a sophomore in high school.  Becky is actively involved in Rotary and is a board member for the local YMCA.

First Central Bank- Warrensburg, MO  

Clayton Bentzen

 

Clayton Bentzen joined the InvestorServices team in 2010.  Clayton’s number one priority is looking out for the needs and concerns of his clients.  While it can be an overwhelming task, setting your financial goals, it is obtainable to become financially sound with the right direction.  The personalized program that Clayton can provide is a roadmap to working towards a more secure financial future.  With Clayton’s guidance, you will be able to better identify your financial goals and make sound decisions to help reach them with the financial information he provides. 

 

A life-long Mid-Missouri resident, Clayton graduated from Westminister College.  He enjoys playing golf and being actively involved in the community.  Clayton is dedicated to developing lasting relationships with his clients.  Call or stop by today to discuss your financial future with Clayton.

 

 

 

 

Third National Bank- Sedalia, MO

 

Chris Klinginsmith

Financial Advisor

 

Phone: 660-827-3338

Email: Chris.Klinginsmith@investfinancial.com

 

Chris joined InvestorServices in 1995, after 14 years in the financial services industry. He now has 27 years experience in serving the industry and assisting individuals and small companies assess and meet their investment planning objectives.

In his years with InvestorServices he has enjoyed helping individuals, families, and businesses set and achieve their investment goals through careful planning and appropriate asset allocation.

 

 

 

Jefferson Bank- Jefferson City, MO

 

Russ Bell

Financial Advisor

 

Phone: 573-634-0895

Email: Russ.Bell@investfinancial.com

 

Russ began his career in financial services in 2005 working in fixed income trading. In 2006 he transferred to InvestorServices and has since been working to fulfill the financial needs of his clients. Raised in Jefferson City, Russ is a graduate of Jefferson City High School. He earned a Bachelor of Science degree in Personal Financial Management Services from the University of Missouri, Columbia.

 

 

 

Ozark Mountain Bank- Branson, MO

Steve Green

Financial Advisor

 

Phone: 417-334-4355

Email: William.Graves@investfinancial.com 

 

Steve Green has spent his 34 year professional career in the banking and financial services industry helping clients with their financial and investment needs.  He has focused on designing personalized portfolios, establishing individual retirement plans, starting systematic investment programs and coordinating long-term wealth building investment strategies since 1998.

"The clients I represent seek sound investment recommendations with an emphasis on total asset management and consistent financial direction."

My goal is to review your financial status, examine your current portfolio and learn your investment strategies in detail.  I then find solutions designed to help you accomplish your goals.  This includes retirement building, wealth accumulation and preservation, saving for future college costs and the improvement of your economic status.  I pledge to quantify these goals and objectives and to work with you to understand and accomplish them.  Finally, we'll develop strategies and timeframes to help meet your goals within your level of tolerance for risk.  I recommend regular face-to-face reviews to evaluate your current status and progress.

"My greatest satisfaction comes from your financial success and the long-term relationship we develop together."