Robert G. Munroe
My goal is to know you, and the thoughts you have concerning your day-to-day life and the future you envision for yourself so I can make financial recommendations that are in line with your goals.
Robert understands that building a strong relationship with his clints is essential. He knows the challenges his clients face is unique to them and he reduces their stress by providing comprehensive financial planning geared toward their particular situation.
Prior to becoming an Advisor, Robert spent 26 years in the materials handling industry where he owned and managed his company that designed, sold, and installed conveyor systems.
Robert resides in Kirkwood with his wife Amy. They have three grown children. He likes outdoor activities and rides a Harley-Davidson. Robert has a Bachelor’s degree in Economics and Business Administration.
Credentials / License
16020 Swingley Ridge Road, Suite 100
Chesterfield, MO 63017
Fee (asset-based) and/or Commission
Having spent many years in the financial services industry, I can confidently gather information, assess your current financial position and help you to not only get you to retirement, but help you get through retirement. I always keep in mind that every client is different, and every client has situational needs. My hope is to satisfy those needs and help you feel I am doing everything possible to personalize your financial plan. Services I provide are:
16020 Swingley Ridge Road, Suite 100 Chesterfield, MO 63017 David.Emshoff@FinancialLegacy.c
314-566-1251 Direct 636-777-7090 Fax
Fee (hourly and asset-based) and/or Commission
Peter R. DeLuca is a Certified Financial Planning (CFP) practitioner through the Certified Financial Board of Standards.
Pete provides education, analysis and recommendations to assist clients to help avoid pitfalls & mistakes.
This is done by:
Pete has served the financial services industry since 1987. Pete has helped his clients build and preserve their assets while addressing the individual financial challenges of the current environment.
Pete and wife Tana have raised two children and are residents of Wildwood, Missouri.
16020 Swingley Ridge Road, Suite 100Chesterfield, MO 63017PDeLuca@FinancialLegacy.com636-777-7092 Office-Direct636-777-7090 Fax
Gail specializes in building comprehensive financial plans for clients. As a recent widow, she has a unique appreciation of the goals and dreams of her clients and the importance of tailoring a financial plan to each individual and family. Her primary focus is helping clients invest assets for long-term growth and evaluating the risks that can undermine an independent financial future. Areas of focus include investment planning for retirement and education, as well as other major events throughout life like weddings and vacations; life, health, disability and long-term care insurance; and fee-based advisory service.
Gail builds lasting relationships with clients and builds plans that are tailored to each client. In order to achieve the client’s goals, she believes that budgeting is a vital tool in planning for the future. Gail works with clients in all phases of life.
Gail holds several licenses including General Securities Principal, Investment Advisory Representative and Life, Health & Long-term Care Insurance. Due to relocations of both Gail and her clients, she is registered to do transact business in many states in addition to Missouri.
Prior to becoming a financial advisor in 2005, she received a BS in General Studies from the University of Louisiana at Lafayette, a BS in Dietetics and a MBA from Fontbonne University. She worked in healthcare throughout the St. Louis area for 13 years in both clinical and management positions. Her life experiences provide realistic insights into her practice.
Gail is an avid cyclist, enjoys the outdoors and enjoys traveling. She is currently a member of the Rotary Club of Webster Groves and has been a Rotarian since 2005, starting in Colorado.
16020 Swingley Ridge Road, Suite 100Chesterfield, MO email@example.com Direct636-777-7090 Fax
I strive to fully understand the financial needs of my clients. My role as an advisor is to provide sound advice and guidance through comprehensive investment planning. Building a strong relationship and partnership with each individual confirms my commitment to help realize his or her life goals.
David Fingerhut provides analysis and recommendations for his clients in the areas of retirement planning, investment portfolio enhancement, college funding, tax reduction, estate and insurance planning.
David has provided personalized investment, insurance, retirement and estate planning advice for high net-worth retirees, corporate executives and business owners for 18 years. He specializes in providing comprehensive financial planning and in designing professionally managed investment portfolios for:
David resides in Chesterfield, Missouri with his wife Emily and Brendan, Brooke, Bruce, Eva, and Ellen.
Meet David's Team
16020 Swingley Ridge Road, Suite 100Chesterfield, MO 63017DavidF@FinancialLegacy.com636-777-7095 Office-Direct636-777-7090 Fax
I am committed to providing each of my clients sound financial advice, intentionally placing their interest ahead of my own. I recognize the importance of truly understanding my client’s goals and concerns in a detailed and methodical way. By putting my client’s interests before mine, open and trusting relationships ensue.
Bradley Graham entered the financial services industry in 2005, joining his father’s practice that was established in 1991. Prior to that, Bradley accumulated 23 years of corporate work experience ranging from Architectural Design to Finance Operations. This unique blend of corporate and small business experience has resulted in a professional drive towards his client’s long-term success. Further, Bradley feels that his clients know that Bradley places a priority on accessibility with an open-door policy responding to any and all matters in a timely manner. Bradley merged with Financial Legacy Associates, upon his father’s retirement in 2011, and has continued to expand his practice with clients preparing-for or moving-through retirement.
Regarding compensation, Bradley relies upon fully-disclosed, fee-based arrangements for comprehensive planning and investment management services. The industry standard for insurance solutions is typically a commission-based arrangement. Either way, his goal is to be on the same side-of-the-table as his clients minimizing potential conflicts of interest. Introductory discovery meetings are available on a no-charge, no-obligation basis.
16020 Swingley Ridge Road, Suite 100 Chesterfield, MO 63017 Bradley@FinancialLegacy.com 636-777-7097 Office-Direct 636-532-5456 Fax
You have dreams! You have goals for your life and your family! I am here to help you build and deploy your financial resources to enrich your life and the lives of those you treasure the most.
Jim believes that your financial resources are tied very closely to the goals and dreams you have for your life and the lives of your loved ones. A solid financial plan encompasses so much more than just investments.
Jim will work with you to review your financial goals and objectives and be there to help you put a disciplined plan in place. A comprehensive plan includes optimizing the areas of investment planning for retirement and education; life, health, disability and long-term care insurance; company retirement and benefit plans; and your current financial needs. He will coordinate planning with your attorney and CPA or link you to quality solutions for your estate planning and tax planning needs.
Prior to becoming a financial advisor in 2014, Jim held various leadership positions for 19 years in financial management, international team management, and personal development with a multi-national, non-profit organization. This experience allows Jim to bring a multi-faceted insight to the financial advice he provides to you. Jim is a St. Louis native. He and his wife, Connie, have two sons who are in college.
Chesterfield, MO 63017
"My goal is to listen to each individual investor's needs and objectives very clearly to achieve their financial goals. My clients place a significant amount of trust in my hands and I work hard to meet their expectations."
Daniel Shelley has been providing personalized investment and retirement planning advice for individual investors and business owners since 1998. He specializes in financial planning and designing professionally managed portfolios.
Daniel enjoys teaching and helping others understand their financial world by explaining it in terms they can understand. By working together, he can help take away the stress associated with investing and finances by implementing a plan that is measurable, easy to follow, and laid out in in a logical order. By taking these worries away, you can focus on the things in your life that are truly important.
Daniel wants to know "what's most important to you" and then help you align your financial resources with your personal values and goals. Dan knows he's succeeded when his clients tell him he has truly helped them improve the qualify of their lives.
Daniel was born and raised in St. Louis, Missouri and graduated from Maryville University School of Business with a Bachelor's degree in Business Management.
16020 Swingley Ridge Road, Suite 100Chesterfield, MO 63017DShelley@FinancialLegacy.com636-777-7085 Office-Direct636-777-7090 Fax
The philosophy of Financial Legacy Associates is a commitment to providing personal high performance service to each client, which goes beyond responding to client's requests. We take the initiative to recommend meaningful solutions to each client.
C. Michael Unterreiner, a Chartered Financial Consultant, is a second generation financial consultant who has been involved in financial services since 1981. Mike founded Financial Legacy Associates to create an environment where financial professionals could serve their clients better by sharing their experiences and ideas
Before working directly with clients, Mike was a marketing director for three different financial services organizations: an insurance brokerage agency, a national financial planning firm, and a major money management firm. Since 1992, he has served his clients by recommending investment and insurance solutions to their financial planning, retirement planning, and college funding challenges.
Separately, Mike is a Managing Executive of Royal Alliance Associates, Inc., member of FINRA and SIPC. His association with Royal Alliance allows Mike to provide access to a wide range of investments, insurance and other financial products and services to his clients. He has served on Royal's National Advisory Board, a group of Managing Executives providing a communication link between Royal's senior management and affiliated financial advisors.
After graduating from Chaminade College Prep, Mike earned a bachelor’s degree in business administration, with a concentration in architecture, from the University of Kansas. He earned his ChFC designation in 1992. This program gives financial service professionals the broad knowledge and skills necessary to provide comprehensive investment planning services to clients.
Mike has been a featured seminar speaker and author of articles on the subject of proactive investment planning. In his leisure time, he enjoys playing hockey. He is active in the community as a Scout leader in Webster Groves.
16020 Swingley Ridge Road, Suite 100Chesterfield, MO 63017MikeU@FinancialLegacy.com636-777-7099 Office-Direct636-777-7090 Fax