Advisors at this firm
Ross H
CFP®, Series 63, Series 65
Springfield, IL
KEB Wealth Advisors
Ross Hager is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with KEB Wealth Advisors in Springfield, IL, where he has worked since 2019. Prior to that, he held roles at Raymond James Financial Services Advisors and Busey Investment Services. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, offering investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and is affiliated with the accounting firm Kerber, Eck & Braeckel LLP.
Steven D
PFS™, Series 65
Springfield, IL
KEB Wealth Advisors
Steven Dumstorff is a financial advisor at KEB Wealth Advisors in St. Louis, MO, with 25 years of industry experience. He holds the PFS™ designation and Series 65 license. Since 2013, he has been associated with both KEB Wealth Advisors and the affiliated accounting firm Kerber, Eck & Braeckel LLP, where he also works as a CPA. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, nonprofits, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and utilizes third-party managers and unique offerings such as interval funds and cash aggregation services.
Brook S
Series 65
Springfield, IL
KEB Wealth Advisors
Brook Soebbing is a financial advisor at KEB Wealth Advisors in Springfield, IL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Lincoln Chrysler Dodge Jeep, LHC Group, and academic institutions such as the University of Louisiana at Lafayette and Lincoln Land Community College. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies, and is affiliated with the accounting firm Kerber, Eck & Braeckel LLP.
Gina R
PFS™, Series 65
Springfield, IL
KEB Wealth Advisors
Gina Reeves is a financial advisor at KEB Wealth Advisors in St. Louis, MO, with 22 years of industry experience. She holds the PFS™ designation and Series 65 license. In addition to her advisory role, she is a CPA with Kerber, Eck & Braeckel LLP, where she has worked since 2013. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, nonprofits, and retirement plans by providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and maintains a close affiliation with the accounting firm Kerber, Eck & Braeckel LLP.
Nathan T
Series 65
Springfield, IL
KEB Wealth Advisors
Nathan Townsend is a Series 65-licensed advisor at KEB Wealth Advisors in Springfield, IL, with nine years of industry experience. He has been with KEB Wealth Advisors since 2016 and previously worked at the University of Illinois for three years. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.
Jared V
Series 63, Series 65
Springfield, IL
KEB Wealth Advisors
Jared Van Slyke is a financial advisor at KEB Wealth Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities, LLC and C2P Capital Advisory Group. In addition to his advisory role, Mr. Van Slyke conducts financial literacy seminars for the local chapter of the American Financial Education Alliance. KEB Wealth Advisors serves individuals, trusts, corporations, and nonprofit organizations, providing investment management, financial planning, and retirement plan advisory services. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and collaborates with affiliated accounting professionals for comprehensive client support.
Christopher B
Series 63, Series 65
Springfield, IL
KEB Wealth Advisors
Christopher Brauner is a financial advisor at KEB Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group, Inc., First Element Insurance Planners, and Buckingham Strategic Wealth LLC. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, providing investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and offers specialized services such as interval funds and coordination with fiduciary providers.
Susan S
Series 63, Series 65
Springfield, IL
KEB Wealth Advisors
Susan Shackelford is a financial advisor at KEB Wealth Advisors with Series 63 and Series 65 credentials and 27 years of industry experience. She has been with KEB Wealth Advisors since 2011. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, offering investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.
Robert B
CFP®, Series 65
St. Louis, MO
KEB Wealth Advisors
Robert Barrale is a CFP® with eight years of industry experience, currently serving as a financial advisor at KEB Wealth Advisors since 2014. Prior to joining KEB, he worked at Mastercard Worldwide for 23 years. KEB Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and nonprofit organizations. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.
Riley B
Series 65
Springfield, IL
KEB Wealth Advisors
Riley Beal is a financial advisor with KEB Wealth Advisors in Springfield, IL, holding a Series 65 designation. Riley has been with KEB Wealth Advisors since 2023 and has previous experience at Texas Tech University and Buckhart Sand & Gravel. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.
Caden H
Series 65
Springfield, IL
KEB Wealth Advisors
Caden Heyen is a financial advisor at KEB Wealth Advisors in Springfield, IL, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Farm Credit Illinois and the University of Illinois. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and offers several specialized services, including coordination with fiduciary providers and affiliation with the accounting firm Kerber, Eck & Braeckel LLP.
Jonathan C
PFS™, Series 63, Series 65
Springfield, IL
KEB Wealth Advisors
Jonathan Carter is a financial advisor at KEB Wealth Advisors with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Carter has been with KEB Wealth Advisors since 1999 and is also associated with Kerber Eck & Braeckel, where he has worked since 1983. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, providing investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.
Justin M
CFP®, Series 66
Springfield, IL
KEB Wealth Advisors
Justin Mason is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with KEB Wealth Advisors and its predecessor entities since 2013. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans by providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.