

Focus Areas
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Charitable Giving
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
Focus Areas
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Charitable Giving
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Traveling
- Volunteering
- Golfing
- Fishing
Team Members
JoAnne WestcottSr. Branch Office AdministratorFPQP®
Kim LeeseBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(636) 227-3417Fax
(877) 220-7284Office Address
117 Baxter ShopsManchester, MO 63011opens in a new window
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