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Christian M. Goeke, CFP®

Christian M. Goeke, CFP®

Director of Financial Planning

I am a Financial Advisor with a passion for empowering individuals to pursue their financial goals. With a wealth of knowledge and experience in the finance industry, I offer comprehensive guidance and personalized strategies to help my clients navigate the complexities of investment management, retirement planning, tax planning, and wealth preservation.

I hold a bachelor’s degree in finance from the University of Missouri Columbia and maintain a CFP® designation.  I take a holistic approach to financial planning, considering each client's unique circumstances, aspirations, and risk tolerance to develop tailored strategies that align with their long-term objectives. 

I believe in building lasting relationships with my clients, based on trust, transparency, and open communication. I take the time to understand my clients’ financial priorities and educate them on various investment options, enabling them to make informed decisions with confidence.