Affiliated Offices and Our Associates
Invest Financial Corp. offices located at InvestorServices at
- Central Bank—Jefferson City, Fulton, and California, Missouri
- Jefferson Bank—Jefferson City, Missouri
- Ozark Mountain Bank—Branson, Missouri
- Central Bank Lake of the Ozarks—Osage Beach, Laurie, Eldon, and Camdenton, Missouri
- Metcalf Bank—Lee’s Summit, Missouri
- Third National Bank—Sedalia, Missouri
- Boone County National Bank—Columbia, Missouri
- First National Bank of St. Louis—St. Louis and Des Peres, Missouri
- City Bank and Trust –Moberly, Missouri
- First National Bank of Audrain Co.—Mexico, Missouri
- Empire Bank—Springfield, Missouri
- First Central Bank—Warrensburg, Missouri
- ONB Bank and Trust Company—Tulsa, Oklahoma
Phone: 573-634-1297
Email: William.Graves@investfinancial.com
Bill joined InvestorServices in 2004, bringing with him more than 25 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 39 years. They have 3 daughters and 4 grandchildren.
Locations:
Jefferson City Fulton
500 Madison 410 Market Street
Jefferson City, MO 65101 Fulton, MO 65251
573-634-1294 573-642-6618
 Joanne Scheperle, CFP®
CERTIFIED FINANCIAL PLANNER TM professional
Financial Advisor, INVEST
Phone: 573-634-1374
Email: Joanne.Scheperle@investfinancial.com
Joanne has been with Central Bank for over 25 years in the Investment Department and is experienced in asset management for personal and business needs. Joanne is a Certified Financial Planner CFP® and believes in delivering the highest standard of personal service to her clients while developing and implementing individualized investment plans to help achieve their financial goals.
Joanne and her husband Mike have two sons and are life long residents of Missouri. Joanne is active in her church as well as various community groups.
Location:
Jefferson City
238 Madison
Jefferson City, MO 65101
573-634-1374
 Linda Jansen
Investment Representative, INVEST
Phone: 573-634-1361
Email: Linda.Jansen@investfinancial.com
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.
Location:
Jefferson City
111 E. Miller St
Jefferson City, MO 65101
573-634-1297
Phone: 573-634-1294
Email: Jonathan.Rost@investfinancial.com
Since 1998, Jon has worked as a financial advisor, helping individuals meet their investment goals. His approach is to sit down with each client and develop a plan based on their specific situation and needs.
Jon and his wife, Anne, live in Jefferson City and have 2 daughters.
Location:
Jefferson City
500 Madison
Jefferson City, MO 65101
573-634-1294
 Jeff Boessen, CFP®
CERTIFIED FINANCIAL PLANNER TM professional
Financial Advisor, INVEST
Phone: 573-634-1101
Email: jeffrey.boessen@investfinancial.com
Jeff Boessen is a financial advisor who for 9 years has helped provide pre-retirees, seniors and their families’ financial advice for their specific situations. Jeff is a Certified Financial Planner committed to helping clients achieve a secure financial future. As a CFP®, Jeff helps clients meet lifelong financial goals through management of resources. He examines the financial history of his client's assets and suggests exactly what steps the client needs to take in the future to meet their goals.
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 thirteen years ago.
Locations:
Jefferson City California
3533 Country Club Drive 329 South Oak
Jefferson City, MO 65101 California, MO 65018
573-634-1101 573-796-3123
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Dave Webb
Investment Representative, INVEST
Phone: 573-634-0895
Email: David.Webb@investfinancial.com
Dave began his career with the financial services industry in 1982 and has been with InvestorServices since 1995. 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.
Dave and his family are active in many surrounding Jefferson City communities. They are involved with the St. Jude’s in Memphis, The American Cancer Society, the Salvation Army, and The United Sportsmen’s Club.
Location:
Jefferson City
700 Southwest Blvd.
Jefferson City, MO 65109
573-634-0895
 Russ Bell
Financial Advisor, INVEST
Phone: 573-634-0800
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.
Location:
Jefferson City
1910 Southwest Blvd.
Jefferson City, MO 65109
573-634-0800
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 Andy Schmickle, AAMS®
Investment Representative, INVEST
Phone: 417-334-4355
Email: Andy.Schmickle@investfinancial.com
Andy is our resident Accredited Asset Management Specialist (AAMS®). An AAMS designee identifies investment needs by analyzing your entire financial picture and then recommending investment vehicles that meet a broad range of your financial goals. Andy has been serving clients in the financial industry for 7 years.
As an alum of Branson’s school district, Andy is proud to be serving his hometown and helping his community build wealth.
Location:
Branson
400 S. Business 65 Highway
Branson, MO 65616
417-334-4355
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 Dan Kuhn
Investment Representative, INVEST
Phone: 573-348-2761
Email: Dan.Kuhn@investfinancial.com
Dan began his career with the banking industry in 1969 and has been with InvestorServices since 1993. 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.
Location:
Osage Beach
3848 Highway 54
Osage Beach, MO 65065
573-348-2761
Phone: 573-302-2490
Email: Chalee.Crouch@investfinancial.com
Chalee Crouch has been in the financial services industry for 13 years, of which she has spent 11 years with 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. Chalee is proud to be able to provide advisory services to people in her hometown area, and she looks forward to continuing our firm’s vision for many years to come.
Location:
Eldon
603 East North Street
Eldon, MO 65026
573-302-2490
 Patrick Madigan
Investment Representative, INVEST
Phone: 573-348-5421
Email: Patrick.Madigan@investfinancial.com
Patrick has been working with the financial services industry since 1999. In May of 2003, Patrick joined the InvestorServices’ family.
“InvestorServices was a perfect fit for me and my clients because it is a full service brokerage unit with the added convenience of being located inside a bank.”
Location:
Osage Beach
6011 Highway 54
Osage Beach, MO 65065
573-348-5421
 Brent Murphree
Investment Representative, INVEST
Phone: 573-346-2203
Email: Brent.Murphree@investfinancial.com
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.
Location:
Camdenton
140 E. Highway 54
Camdenton, MO 65020
573-346-2203
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 Tom Wood, Jr.
Financial Advisor, INVEST
Phone: 816-525-5300
Email: Thomas.Wood@investfinancial.com
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.
Location:
Lee’s Summit
609 N. 291 Highway
Lee's Summit, MO 64086
816-525-5300
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 Chris Klinginsmith
Investment Representative, INVEST
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.
Location:
Sedalia
301 W. Broadway, P.O. Box 351
Sedalia, MO 65301
660-827-3338
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Phone: 573-874-8525
Email: Brenda.Crumpacker@investfinancial.com
Jo Crumpacker is a professional financial advisor who for 18 years has provided pre-retirees, seniors and their families financial advice. Jo is a Certified Financial Planner committed to helping clients achieve a secure financial future. As a CFP®, Jo helps clients determine their financial goals and helps them work toward achieving those goals.
Location:
Columbia
720 E. Broadway, P.O. Box 678
Columbia, MO 65201
573-874-8525
 Steve Green
Financial Advisor, INVEST
Phone: 573-874-8470
Email: William.Green@investfinancial.com
For more than 30 years, Steve Green has been helping clients with their financial needs whether it has been in the banking or the financial services industry. He has been focusing on designing personalized portfolios, establishing retirement plans, starting systematic investment programs and coordinating long-term investment plans since 1998.
“My greatest satisfaction comes from your financial success and the long-term relationship we develop together.”
Location:
Columbia
720 E. Broadway
Columbia, MO 65201
573-874-8470
 Marsha Fifer, CFP®
CERTIFIED FINANCIAL PLANNER TM professional
Financial Advisor, INVEST
Phone: 573-874-8520
Email: Marsha.Fifer@investfinancial.com
Marsha Fifer has been in the financial field for 28 years. She has been with InvestorServices since 1991. In addition to being a registered representative, she has the Certified Financial Planner, CFP®, designation. As a CFP®, Marsha helps clients meet lifelong financial goals through management of resources. She examines the financial history and current standing of her client's assets and suggests steps which the client needs to take in the future to meet their goals.
"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 all the income they need throughout retirement."
Location:
720 E. Broadway, P.O. Box 678
Columbia, MO 65201
573-874-8520
 Travis Crum
Financial Advisor, INVEST
Phone: 660-263-1234
Email: Travis.Crum@investfinancial.com
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.
Location:
720 E. Broadway, P.O. Box 678
Columbia, MO 65201
573-874-8487
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 Matthew Marting
Investment Representative, INVEST
Phone: 314-966-8100
Email: Matthew.Marting@investfinancial.com
Matthew has been in the financial services business since 1987. His many years of experience have helped him to personalize service that is tailored to fit the needs of his clients.
Locations:
Des Peres
12230 Manchester Rd.
Des Peres, MO 63131
314-966-8100
 Brad Wastler
Investment Representative, INVEST
Phone: 314-746-4616
Email: Bradley.Wastler@investfinancial.com
Brad joined InvestorServices in 1995, after 16 years in the financial services industry. He now has 28 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.
Location:
St. Louis
7707 Forsyth Blvd.
St. Louis, MO 63105
314-746-4616
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Travis Crum
Financial Advisor, INVEST
Phone: 660-263-1234
Email: Travis.Crum@investfinancial.com
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.
Location:
Moberly
Fifth & Coates, P.O. Box 160
Moberly, MO 65270
660-263-1234
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 Rebecca Stansberry
Financial Advisor, INVEST
Phone: 573-581-2388
Email: Rebecca.Stansberry@investfinancial.com
Rebecca’s 11 years in the financial services industry is backed by her 10 years in the banking business. 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.
Location:
Mexico
203 E. Liberty, P.O. Box 98
Mexico, MO 65265
573-581-2388
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Jeff Werner Sean Taylor
 Jeff Werner
Financial Advisor, INVEST
Phone: 417-881-3100
Email: Jeffrey.Werner@investfinancial.com
As a professional financial advisor, Jeff is responsible for prudently investing the assets of his clients in a manner consistent with their personality, their personal preferences, and their financial position. In developing a customized, well-diversified wealth management plan for every client and communicating in a plain-spoken manner, it has been his privilege to help his clients achieve their own financial success.
Jeff received his Bachelors Degree in Economics from the University of Kansas. Originally from southwest Kansas, his career as a financial advisor started in 1992 as an Investment Representative with Edward D. Jones & Co. in Manhattan KS. Jeff moved with his family to Missouri in 1996 when he joined InvestorServices. The proud father of three sons and the devoted husband of his wife of 15 years, Jeff actively serves in a variety of leadership positions within the Springfield community.
Location:
Springfield
1800 S. Glenstone, P.O. Box 3397
Springfield, MO 65808
417-881-3100
 Sean Taylor
Financial Advisor, INVEST
Phone: 417-841-4389
Sean Taylor received his Bachelors Degree in Business Administration from the College of the Ozarks. Originally from El Dorado, Arkansas; he moved to the Springfield area in 1990. After serving 9 years as an Executive with the Boy Scouts of America, Sean brings the values promoted in the Boy Scouts to InvestorServices, where he now serves as a Financial Advisor.
As an investor of many years, he has come to understand the emotional component to investing. The hopes and fears; aspirations and apprehensions of his clients are understood and shared. “Getting to know people and understanding their needs is the first step to any financial plan”. Sean enjoys working with people who want financial planning but need sound advice and straight talk to get there. “Planning for tomorrow’s event is easier than recovering from yesterday’s emergency”. Sean is a proud father of two boys and the devoted husband to Jennifer, his wife of 12 years. When not working or spending time with his family, Sean enjoys the outdoors and volunteering in the community and Church.
Location:
Springfield
1800 S. Glenstone Ave.
Springfield, MO 65804
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 S. Robert White, Jr.
Investment Representative, INVEST
Phone: 918-749-1031
Email: Stanley Robert.White@investfinancial.com
Robert has been serving the needs of clients in the financial services industry for 8 years. He is a fourth generation Oklahoman, graduated with a business degree from Oklahoma State University before pursuing a career in the banking industry as an Investment Advisor. Robert was active in the Oklahoma Army National Guard and served on the Board of Managers for Anadarko Industries, but was most recently asked to serve a third year on the Board of Tulsa County’s Child Abuse Network and continues to be involved with the American Heart Association and United Way.
Location:
Tulsa
8908 S. Yale Ave. Ste. 100
Tulsa, OK 74137
918-749-1031
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