Our Team

Meet Our Incredible Team!

Matthew Haeffner RFC

President

(636) 239-9087
Email

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About Matthew Haeffner

Matthew Haeffner

RFC

Matthew Haeffner RFC is licensed to sell and/or discuss Securities Products only to residents of the states listed: AR, CA, CO, FL, IL, LA, MI, MN, MO, WA
Matthew Haeffner RFC is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: MO
Matthew Haeffner RFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed:

President

(636) 239-9087

https://www.linkedin.com/in/matt-haeffner

https://www.facebook.com/100328652814442

529 East 5th Street
Washington, MO 63090

Series 6, 63, 65, SIE

Jason Grosse

Senior Advisor

(636) 239-9087
Email

About Jason Grosse

Jason Grosse

Jason Grosse is licensed to sell and/or discuss Securities Products only to residents of the states listed: MO, TX
Jason Grosse is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: MO
Jason Grosse is licensed to sell and/or discuss Insurance Products only to residents of the states listed:

Senior Advisor

(636) 239-9087

529 East 5th Street
Washington, MO 63090

Series 6, 63, 65, SIE

Steve Long RFC

Senior Advisor

(636) 239-9087
Email

Connect with me

About Steve Long

Steve Long

RFC

Steve Long RFC is licensed to sell and/or discuss Securities Products only to residents of the states listed: AL, FL, IA, IL, KS, MI, MO, MS, NV, OH, OK, SC
Steve Long RFC is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: MO
Steve Long RFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed:

Senior Advisor

(636) 239-9087

https://www.linkedin.com/in/stevelong1966

https://www.facebook.com/111334952605046

529 East 5th Street
Washington, MO 63090

Series 66, 7, SIE

Cole Long

(636) 239-9087
Email

About Cole Long

Cole Long

Cole Long is licensed to sell and/or discuss Securities Products only to residents of the states listed: MO
Cole Long is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: MO
Cole Long is licensed to sell and/or discuss Insurance Products only to residents of the states listed:

(636) 239-9087

529 East 5th Street
Washington, MO 63090

Series 66, 7, SIE

Chrysa Snow

Wealth Plan Administrator/Marketing Director

(636) 239-9087
Email

About Chrysa Snow

Chrysa Snow

Wealth Plan Administrator/Marketing Director

(636) 239-9087

529 East 5th Street
Washington, MO 63090

Joann Kirchhofer CPA

(573) 486-2027
Email

About Joann Kirchhofer

Joann Kirchhofer

CPA

Joann Kirchhofer CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed: CA, MO
Joann Kirchhofer CPA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: MO
Joann Kirchhofer CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed:

(573) 486-2027

529 East 5th Street
Washington, MO 63090

Series 6, 63, 65, SIE

Peggy Kampschroeder

Director of First Impressions

(573) 486-2027
Email

About Peggy Kampschroeder

Peggy Kampschroeder

Director of First Impressions

(573) 486-2027

529 East 5th Street
Washington, MO 63090

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Growing with Purpose

Building a Team Aligned with Client Success

Our commitment to growth extends beyond just numbers – it involves expanding our team to better serve our clients! We are dedicated to strategically adding new members as needed, always ensuring that they align with our values and share our mission of helping clients meet their long-term goals.

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