Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Richard Bottorf, CPA

Financial Advisor

417-882-4300

417-882-4343

richard.bottorf@ceterafs.com

Richard has more than 30 years of accounting experience and helps lead KPM Wealth Advisors. He provides fee-based asset management, retirement income planning, and lifestyle preservation services.
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Steve Hufham, CPA, CFP®

Financial Advisor

417-882-4300

417-882-4343

steven.hufham@ceterafs.com

Steve has more than 35 years of accounting experience and helps lead KPM Wealth Advisors. He provides fee-based asset management, retirement income planning, and lifestyle preservation services.
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Jay McIntyre, CPA

Financial Advisor

417-882-4300

417-882-4343

james.mcintyre@ceterafs.com

Jay has more than 30 years of accounting experience and leads KPM Wealth Advisors. He provides fee-based asset management, retirement income planning, and lifestyle preservation services.
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Nan Bess

Client Service Associate

417-882-4300

417-882-4343

nanette.bess@ceterafs.com

Brandi Luna

Client Service Associate

417-882-4300

417-882-4343

brandi.luna@ceterafs.com