Our Advisors

Jeff Werner
Originally from western Kansas, Jeff received his Bachelors Degree in Economics from the University of Kansas. He began his career as a financial advisor in 1992 with Edward Jones in Manhattan, KS, coming to InvestorServices four years later.  In addition to serving as a financial advisor, he currently manages the InvestorServices operation in southwest Missouri and Oklahoma for Central Bancompany.  Jeff is a Registered Representative of INVEST.

Jeff lives in Springfield with his three sons. He has served as President of the Rotary Club of Springfield Sunrise, President of the Board of Rock n Ribs and the Combined Board of the Rotary Clubs of Springfield, Chairman of his church Finance and Building Committees, and serves on the Pathfinder District Committee of the Boy Scouts of America.  A graduate of Leadership Springfield Class XIX (2003-04), he lends his time and talents wherever needed and is committed to the Rotary Motto: "Service above self.  He profits most who serves best."

When he is not working or watching his boys play hockey, Jeff enjoys reading, writing, yoga, and cycling.

Jeff can be reached here.

@JWerner417

 


D. Sean Taylor
Sean received his Bachelors Degree in Business Administration from the College of the Ozarks.  Originally from El Dorado, AR, he moved to the Springfield area in 1990.  He spent 9 years as an Executive with the Boy Scouts of America.  Sean brings the values promoted in the Boy Scouts to InvestorServices, where he serves as a trusted financial advisor.  Sean is a Registered Representative of INVEST.

He is a proud father of two boys and the devoted husband of his wife of many years, Jennifer.  He can be found volunteering with a number of organizations including his Church and the Boy Scouts.

When he is not working or spending time with his family, Sean can be found outdoors, enjoying activities from hunting and fishing to camping and hiking.

Sean can be reached here.

 

Steve Brooks
Steve and Linda Regan, his wife of 30 years, live in University Heights.  As recent "Empty-Nesters," they enjoy each other's company after raising two children, Katie and Tim.

Both children graduated from William Jewell College in Kansas City, and Katie is furthering her education at Florida State University in Tallahassee. 

Steve is a long-time member of the Rotary Club of Springfield Southeast  and has been active in a number of organizations including the United Way, the Boy Scouts, and his neighborhood organization. 

Steve recently replaced years of jogging with cycling and enjoys local rides including the MS 150.

An avid fan of the Cardinals and the Tigers, he rarely misses a game.

Steve can be reached here and is a Registered Representative of INVEST.

 


Michelle Smith
A Native of northern Iowa, Michelle graduated from Iowa State University with a Bachelors Degree in Education.  After teaching for seven years, Michelle decided to bring the skills she learned as an educator to help educate families on the importance of financial planning.

She lives in Fremont Hills along with the love of her life, Brian.  Married in 1982, they are the proud parents of Jared who attends Missouri State University and is majoring in English with an emphasis on Creative Writing.

When she's not working, Michelle enjoys spending time with her family in their cabin on the lake, decorating and remodeling homes, re-purposing furniture, and pursuing the adventure of finding little treasures at garage sales and flea markets.

Michelle helped organize and is presently a member of the Senior Resource Network of the Ozars.  Its mission is to help seniors and their adult children with professional resources and information they need, when they need it.

Michelle can be reached here and is a Registered Representative of INVEST.