Team

  • Shane Adrian, AAMSTM

    Shane Adrian, AAMSTM

    I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you’re planning for retirement, saving for college…

  • Dalton Horstmeier, CFP®

    Dalton Horstmeier, CFP®

    I attended The University of Evansville where I got my Bachelor of Business Administration with a financial emphasis. From there, I became an Edward Jones intern and transitioned immediately to their Financial Advisor Career Development Program. I now live and work here in Moberly with my wife, Abby, and our two kids, Brennis and Morgan.…

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