Lance W. Turner,
President, Chief Investment Officer

Certified Financial Planner™, 2000
Certified Fund Specialist, 1999

Education:
University of Missouri-Columbia
BSAcc, Accounting 1992
BSBA, Finance & Banking 1992

Licenses:
Series Exams 6, 63, 65, 7
Life, Health and Long-term Care Insurance

Experience:
Lance began his career as an investment advisor in 1994. He specializes in asset management, investment and insurance planning, corporate benefit consulting and executive financial planning.

Lori Smith Turner,
Vice President

Certified Divorce Financial Analyst™   

Education:
University of Missouri – Columbia
Undergraduate Program 1991 – 1994

Washington University
Bachelor of Science 1996

Licenses:
Series Exams – 6, 63, 65, 7
Life, Health and Long-term Care Insurance

Experience and Community Involvement:
Lori began her financial services career in 1998. She specializes in investment planning for professional women executives and entrepreneurs.

Lori is past-President and board member of NAWBO, the National Association of Women Business Owners.