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Meet Our Team

David Martin

David Martin, CFP

Chief Financial Officer

618.233.3000

618.233.3003

Elizabeth Mohrman

Elizabeth Mohrman

LPL Financial Registered Sales Assistant

618.233.3000

618.233.3003

Emma Wessel

Emma Wessel

Client Service Liaison

618.233.3000

618.233.3003

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.