Cherrie Boyer joined the Wamhoff Financial Planning team in February 2000. I started as the insurance specialist since I had many years of experience on the insurance business, as of now I still handle most of our insurance business, such as life insurance, long term care and Medicare supplements and much more, but since I joined in 2000 I have become much more involved in the Financial Planning part of our business. I am now a Securities Representative with a Series 6 & 63 license, soon to be Series 7.I really enjoy my job here at Wamhoff and the relationships that I have built over the many years with my clients; they have become much more than valued clients they have become my friends. I take pride in helping them with their planning for retirement or any other financial planning need that they might have. 

In 2008 I became a member of the Board of Directors for our charity “Just Because We Care” foundation. Since becoming a board member I have traveled to Honduras many times and feel very passionate about what we are doing there to help the children and families on our mountain. I also am proud to be part of such a worthy cause.

When I am not working I enjoy spending time with my friends, family and pets, I enjoy decorating, selling on Ebay, going to the movies and just having fun.

 

 
Michele Coleman joined the Wamhoff Team in June of 2010 as Bob’s Executive Assistant. Her 25 plus years in the insurance industry in dealing with the public in various capacities such as sales, service and customer relations certainly help in dealing with daily situations that arise in a busy office such as Wamhoff Financial Planning and Accounting Services, Inc. Great attention to detail, good listening skills, professionalism, excellent customer service and being a “Team Player” are all part of her key strengths and have helped her build many long-term relationships over the years. 

Michele is fully licensed in all areas of insurance including Life and Health.

 

 
Rocky Hauhe has been with Wamhoff since late 2004. He started out as the first guy in the history of Wamhoff other than Bob of course. Over the years he has handled all of the Technology needs at Wamhoff as well as most of the correspondence and invites that you may received over the years. Since then Rocky has slowly become more and more involved with the financial side of the company and now is 100% devoted to Financial Planning. He now meets with current clients to review their portfolios and future plans and needs. Rocky also meets with new and prospective clients to help them through the process of choosing the right financial planning company and setting up the long term relationship they will have with Wamhoff. Rocky currently holds his Series 7, series 63, insurance license, and continues to work on other licenses as well. Rocky also serves on the Board of Directors for the “Just Because We Care” foundation that Mr. and Mrs. Wamhoff started to benefit starving children in Honduras. To date he has made 11 trips to Honduras over the last 6 years. 

On the personal side of his life he is married with 2 kids. Their kids come in the form of a 100 lb German Sheppard and a 3 lb toy yorkie. The family spends as much time as possible boating and relaxing at Lake of the Ozarks.

 

 
Ted Hemmy Director of Operations with the Financial Planning Department. He has had many years experience in management and is embracing the various challenges that lie ahead at Wamhoff. Ted is the overseer for the sales department. This includes numerous responsibilities from the management of the staff to statistics and marketing. He is in the process of implementing new policies within the office that allow Bob Wamhoff more time to take care of his clients. 

When away from the office Ted likes to spend time entertaining friends and family while enjoying his labor of love of gardening. He has six granddaughters, a great granddaughter and a friendly female dog; needless to say he doesn’t win too many battles on the home front.

 

 
Lisa Hoyt-Perry joined Wamhoff Financial Planning in June of 1997 after attending Southwestern llinois College. Her current roll with Wamhoff is meeting with clients to determine their financial needs as well as creating investment proposals for clients. She specializes in Mutual Funds, Company Retirement Plans, Complex Beneficiary and Probate claims. Also she still assists in the daily administration tasks in the Financial Planning Department. Lisa currently holds her Series 6, Series 63 licenses and continues to work on other licenses as well. 

In her spare time Lisa enjoy spending time with her husband, daughter, family and friends.

 

 
Peggy Knobbe joined Wamhoff Financial Planning and Accounting in the Fall of 2005. She currently holds her Series 7, Series 66 Securities license and Insurance License. Her roll in the Financial Planning department is General Securities Representative. Peggy meets with clients to review their current portfolios, and help with their future financial plans; she also assists with the everyday administrative paperwork in the Financial Planning department. 

In her spare time she loves to spend time with her husband and their two daughters who keep them extremely busy with sports. You name it, they play it! Peggy also loves to spend time with her family and friends and playing golf.

 

 
Peggyann Mueller has been with the Wamhoff crew since February 2006. She has many roles in the office but her main role is the Compliance and Marketing Manager. 

Her responsibilities involve Financial Planning, Tax Season items, Event Planning and other miscellaneous projects. She is licensed in property & casualty, life and health insurance. She is on the Board of Just Because We Care and has various responsibilities with the care of this charity, from fundraising to financials.

Outside the office she enjoys time with her family and friends, attending sporting events, fishing, barbeques, garage saling, and anything to do outdoors!

 

 
Keely Scott joined Wamhoff Financial Planning in June 2008. Keely’s main responsibilities include assisting Cherrie Boyer, as well as creating investment summaries, handling monthly distributions, scheduling appointments, processing checks, event planning, opening new accounts & investments. Keely is also on the golf tournament & dance committee for “Just Because We Care.”  She is also now licensed in Life, Accident & Health insurance.
 

Outside of work Keely enjoys spending time with her family and friends, and cheering on the St. Louis Cardinals & the Blues!

 

 
Tammy Wright started working for Wamhoff Financial Planning in July 2010 as Lisa Hoyt’s Executive Assistant.  She has 5 years in the financial services industry and is also a Notary Public.  Attention to detail, proficiency, and hard work are something she strives for in every area of her profession. 

Outside of work she enjoys spending time with her family and dog, and sitting down with a good book.

 

 
Seann Roman joined the Wamhoff team in January 2010. Seann is the Systems/Network Engineer for Wamhoff Financial Planning & Accounting. In this position he is responsible for all information technology needs of the financial and accounting staff. With a B.A. in Information Systems Security, several IT related certifications and over 10 years’ experience in networking and systems administration, Seann is a real asset to the Wamhoff organization.