573-449-5313 info@labrunerie.com

      meet

      Our Team

      We are a part of the Columbia, Missouri community. Specializing in providing financial planning services and investment advice to individuals and families in and around the Columbia area. Meet the hard-working professionals that make up our team at LaBrunerie Financial.

      meet our

      Team Of Professionals

      Ferd LaBrunerie

      Founder

      Alex LaBrunerie

      Principal

      Ron Schlimme, EDM

      Principal/Registered Representative

      Jim Marberry

      Registered Representative

      Leann Knuth

      Principal/General Manager

      Denise Nelson

      Investment Advisor Representative (IAR)

      Leslie Wilbers

      Client Service Manager

      Bret Rodabaugh

      Financial Systems Manager

      our priority

      Building Enduring Client Relationships

      We focus our activity on making excellent financial decisions and communicating to our clients. Through our written performance reports and consistent financial analysis, you will receive a report card of your financial progress. In addition, our personal reviews will provide articulate and timely feedback on the financial markets and strategies for your individual capital. Initially, we must understand where you financially are today, where you want to be in the years to come, and also develop an understanding of your attitudes towards risk, return, and investing. During this phase, we will take an inventory of your current and future financial resources, establish your family’s financial goals, and assess your investing temperament. All of these factors will be the foundation of your ultimate investment allocation.

      Once we have established where you want to be and how best to get you there, we’ll implement your investment plan to include the appropriate asset classes, money managers, and specific securities to create an integrated portfolio. To accommodate market volatility and any changes in your life, we will employ an ongoing and systematic review process to monitor your investment portfolio, as well as the financial markets. In doing so, we can plan ahead and efficiently make the necessary adjustments to your personal portfolio plan.

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