Joe Heitkamp

LPL Financial Planner

636.445.5901

636.445.5902

Joe@planifygroup.com

My goal is to create and enhance life-long financial and professional relationships with my clients, through mutual respect, concern and knowledge, I can help fulfill the financial needs of my clients now and in the future.

Each individual has a unique situation which requires logical and creative thinking with attention to the details of their specific dreams, hopes, and desires. I listen to their goals in order to develop a comprehensive holistic strategy.  Then I work with each person, family or business to implement a tailor-made plan designed just for them.

Todd Gentry, CFP®, CHFC®, CAP®, CASL®

LPL Financial Planner

636.445.5901

636.445.5902

Todd@planifygroup.com

Witnessing the direct and immediate impact of his work inspires and motivates Todd Gentry to guide his clients toward their personal and professional goals. With nearly 30 years in the industry, he believes that meaningful, long-term relationships are at the root of all successes. By understanding his clients’ individual considerations, he creates customized plans, offering them confidence in both their current lifestyles and plans for the future.

Todd began his career in special needs planning and places a great emphasis on this aspect of his practice. He takes pride in his ability to help parents feel confident that their child with special needs will be taken care of no matter what circumstances arise. Given his detailed knowledge of this specialized niche, he has hosted many seminars and workshops to offer parents and other professionals a deeper understanding of the topic.

Todd earned his finance degree from Missouri State University and has acquired several professional certifications since entering the field in 1993. As an avid learner, he works diligently to stay up to date with industry-related news and updates.

Outside of his work as an advisor, Todd enjoys spending time with his daughters, Reece and Ava.

Teresa Kroenung

Client Services Manager

636.445.5880

314.394.1671

tkroenung@planifygroup.com