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.
Team Of Professionals
Ferd was born and raised in St. Joseph, Missouri and graduated from Harvard in 1958. He enjoys playing tennis and reading when he is not with his three grandchildren. Ferd founded LaBrunerie Financial in 1966 and continues to contribute to its growth.
Alex LaBrunerie has been a Investment Advisor Representative (IAR) for over 20 years. He completed his schooling from St John’s College with a degree in liberal arts. Alex performed credit analysis for ITT Financial before he became a principal for LaBrunerie Financial Services. In 1994, Alex opened central Missouri’s only independent broker/dealer company and has successfully expanded it since. Alex serves as president of LaBrunerie Financial, which manages over $320 million in client assets.
Ron Schlimme, EDM
Ron has worked with investments for over 18 years and earned his degrees from Oklahoma State and the University of Missouri. At LaBrunerie, he specializes in retirement plans for clients. He recently celebrated his 50th wedding anniversary with his wife Sarah and has resided in Columbia with her for the past 48 years. Ron enjoys traveling, fishing, and spending time with his nine grandchildren.
Jim is a U.S. Army veteran, serving in active duty from 1971-1974. He graduated from Southwest Missouri State University with a degree in accounting. Jim dedicates his time to his local church and in the local chapter of Ducks Unlimited. He also serves as a member of the Board of Trustees of the Missouri Baptist Foundation and the Endowment Trust Board of the Boone County Museum and Historical Society. Jim is a part of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants.
Leann excels at working with individuals to educate and assist them in reaching their financial goals. At LaBrunerie, she develops relationships with clients, while scheduling appropriate meetings and discussing financial transactions with them. She began her career at LaBrunerie in 2010. Leann graduated from MU in 2006 with a degree in international business. She is also certified to teach high school business and marketing courses. When she is not working, she spends her time with her husband, daughter, and son.
Investment Advisor Representative (IAR)
Denise is a Columbia native who graduated from Rock Bridge High School and went on to study accounting at the University of Missouri, where she earned her Bachelor’s degree. After college, Denise worked as a junior auditor in the Boone County Auditor’s office before founding Accounting Plus in 1992 and moving to Kansas City where she worked as the Director of Finance for a technology company.
Today, Denise oversees the accounting and payroll departments and manages general business operations, including marketing and growth strategies.
Client Service Manager
Leslie graduated from the University of Missouri in 2012 with a bachelor’s degree in business administration, with an emphasis in management and personal financial planning. She began her career at LaBrunerie as an intern in 2009 and is now both Series 7 and 63 registered with the firm. Leslie enjoys working with clients and seeing their service request through to a satisfactory conclusion. She and her husband, Luke, and son reside in Jefferson City.
Financial Systems Manager
Bret graduated from the University of Missouri in 2014 with a bachelor’s degree in business administration, with dual emphasis in Finance & Banking and Real Estate. Bret has resided in Columbia since beginning his continued education at MU in 2010. He began his career at LaBrunerie as an intern in 2014 and has now become a registered representative. Bret plays a large part in research and analytics for the firm as well as developing and maintaining the various technology solutions the firm uses. In his free time Bret enjoys spending time with his girlfriend, Olivia, cat, Marco, and dog, Bauer.
Registered Representative / Investment Advisor Representative (IAR)
Jake Cowan is a Columbia native that attended the University of Arkansas. He graduated in 2017 with a bachelor’s degree in Business Administration with an emphasis on Financial Management & Investments. Jake began his career at LaBrunerie in 2016 as an intern but now is a Registered Representative & Investment Advisor Representative (IAR). In his free time, Jake enjoys golfing and spending time with his cat, Roland.
Building Enduring Client Relationships
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.