Pictured above is Eric Park, George Meyer, Janet Howard & Sandy Rohe.
The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.
As a full-service brokerage office, we offer clients an assortment of quality, non-proprietary investments, including:
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
If you would like any further information about these topics, or other areas of investing, please don't hesitate to call or email our office. We can help you make sense of today's investment climate. Eric and George are registered to conduct securities business with residents of: AR, CO, FL, KS, MN, MO, NV and TX. LPL Financial, Member FINRA/SIPC. (www.sipc.org)
George serves as the LPL Financial branch manager for the office. George has Series 7 Securities and Series 24 Principal Registrations held at LPL Financial along with his life insurance license. He entered the investment business in 1995 in partnership with Eric. George is a Registered Representative and Financial Consultant. He has achieved the designation of Certified Fund Specialist and regularly attends professional seminars and training programs to keep abreast of new investment products and strategies. He has recently completed the training and testing process to hold the designation of Accredited Investment Fiduciary to allow for more fully partnering with companies and their 401k plans.
George takes great pride in providing honest, helpful assistance to all clients. He believes that service to clients is vital in helping them reach their investment goals. He has developed expertise in dealing with educational and retirement plan accounts.
George has been a lifelong resident of Washington. He and his wife Dana are members of St. Francis Borgia Parish and have three school-age sons. He currently devotes his free time as a Scout leader and other youth programs. George serves on the Washington Area Chamber of Commerce Board of Directors, served on the Washington Town & Country Fair Board for ten years and was chairman of the 2005 Fair.
He may be contacted via e-mail at: firstname.lastname@example.org
Janet Howard joined the team in June 2010. She serves as an Administrative Assistant. Janet attended Washington High School and went on to East Central College where she earned an Associates Degree in Accounting. She and her husband Kent live in the Marthasville area with their teenage son; they also have a grown son and daughter. In her free time, she enjoys camping, floating, attending her sons sporting events and spending time with her granddaughter.
She may be contacted via e-mail at: email@example.com
Sandy Rohe began in the investment business in 1993. She serves as an Administrative Assistant and has held that position at other Financial Institutions. Her technical skills have helped her develop top-flight client contact and communications programs as well as provide specialized services for clients and companies with special reporting needs. Sandy attended Washington High School and has participated in various professional seminars and training programs. She and her husband Orville have lived in Dutzow, MO since 1973 and are members of St. Paul’s Church in Marthasville. They have two grown sons and one grandson.
She may be contacted via e-mail at: firstname.lastname@example.org
Eric Park began his investment and financial career in 1981. In 1994 Eric co-founded and was for the first twelve years President of his own firm. In 2013 Eric and George Meyer opened an office for LPL Financial in Washington, MO. Eric was a member of the Missouri State Commission charged with regulatory oversight of credit unions. He served as President of the Board for the Department of Personal Financial Planning at the University of Missouri. Publications such as FORTUNE magazine and the St. Louis Post Dispatch have quoted Eric on various financial and investment matters. Eric is a 2005 Registered Representative Magazine “Outstanding Broker of The Year” and a 2007 Research Magazine inductee to their “Advisors Hall of Fame.” Eric is listed as one of Reuters’ “Top Advisors” 2008.” In 2008, 2009, 2010, 2011, 2012 & 2013 St. Louis Magazine included him in their regional listing of “Five Star Wealth Managers.”
Eric’s professional credentials include CFP® CERTIFIED FINANCIAL PLANNER TM, Certified Fund Specialist and Licensed Registered Representative/Financial Consultant with LPL Financial. He has an Associates degree in Economics from ECC and a Bachelor of Science in Business. He has two Master Degrees, one in Finance and Management and the second one in Personal Financial Planning. Eric has a PhD from the University of Missouri. Eric has a postgraduate certificate in ERISA & Retirement Plans; is an IRA & Pension Distribution Specialist and a member of the American Society of Pension Professional and Actuaries. Eric also recently completed the testing and training process to achieve the designation of Accredited Investment Fiduciary to allow for more fully partnering with companies and their 401k plans.
Eric is involved with several charities and was 2011/2012 District Governor for Rotary International. Eric travels the world volunteering with organizations establishing micro-credit programs to help people raise themselves out of poverty.
He may be contacted via e-mail at: email@example.com
- Candidates must have served a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession. (Research Magazine “Advisors Hall of Fame” award)
- To be considered for the list, advisors were asked to complete an online survey regarding the metrics of their practice. The submissions were tabulated and grouped by geographic regions. Quantitative criteria, including multi-year growth of average assets per client, were used to benchmark advisors in categories including location, assets under management, and niche client focus such as professions, language and average client net-worth. ( Reuters’ “Top Advisors” award)
- The 2012 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on average of all respondents and may not be representative of any one client’s experience. (“Five Star Wealth Managers” awards)