The Team At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Find a Financial Advisor Bill Selley Dale Meracle, CLF, CLU John Marino Kevin Koch Lawrence "Bill" Dorr Lea Ann Greffet Phil Wight Shannon Gregory Vicki Pandolfo Dale Meracle, CLF, CLU President 3148001155 3148001166 John Marino VP Field Development, Financial Advisor 314-800-1150 314-800-1166 [email protected] Kevin Koch Disability Income Specialist, Brokerage Manager 314-800-1139 314-800-1166 [email protected] Lea Ann Greffet Director of Operations 314-800-1163 314-800-1166 [email protected] Vicki Pandolfo New Business Manager 314-800-1135 314-800-1166 [email protected] Shannon Gregory Brokerage Support Specialist, Marketing Coordinator 314-800-1160 314-800-1166 [email protected] Lawrence "Bill" Dorr Financial Advisor 314-800-1153 314-800-1166 [email protected] Bill Selley Investment Advisor 314-800-1138 314-800-1166 [email protected] Phil Wight Managing Director 314-800-1168 314-800-1166 [email protected] Have a Question? Name Email Question Thank you! Oops!