About Us

For more than two decades, Brian has helped clients address their financial concerns and develop strategies by focusing on each investor's specific needs. With extensive experience throughout major shifts in the markets, Brian has dedicated his career to delivering personalized, comprehensive investment planning services.

Before launching Finteris Wealth Management, Brian began his career as a Financial Advisor in 1996, working for A.G. Edwards and Sons, which was later acquired by Wells Fargo Advisors. In 2008, Brian earned the CERTIFIED FINANCIAL PLANNER™, CFP® certification by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements.

Brian's passion for learning doesn't end there. Growing up on a family dairy farm, Brian learned the importance of hard work coupled with diligent study and preparation. Brian earned his bachelor's degree at the University of Missouri. After college, he taught high school for three years before settling in Jefferson City and adopting it as his family's home.

Brian spends his free time with his wife, Julie, an internal auditor, and their children, Emily and Jacob. They are members of St. Peter Catholic Church, and the children attend the University of Missouri Columbia and Helias Catholic. They are active in their children's schools. Brian has served on the School Advisory Board, as Treasurer of the Foundation for the benefit of Helias Catholic High School and coaching several sports teams. Brian enjoys hunting, attending Mizzou sporting events with his family, and working on their farm in rural Cole County.

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For over a decade, Wes has focused on developing sound investment strategies tailored to each investor's specific needs. Wes has extensive experience guiding investors through shifting markets and helping keep their investment plans on track. Wes has been recognized as a Premier Advisor in 2018 and 2019, a distinction reserved for a select group of financial advisors.*

Wes was born and raised in Jefferson City, Missouri, where he attended Immaculate Conception grade school, Helias High School, Lincoln University, and Columbia College. He has a bachelor’s degree in Business Administration and graduated Cum Laude. He and his wife Janelle reside in Jefferson City along with 13-year-old son, Jaxon, and 11-year-old daughter, Ainsley. Wes also has a 23-year-old son, Kolby, who is in the United States Air Force. Janelle is a 3rd-grade teacher at Blair Oaks Elementary in Wardsville, Mo.

Outside the office, Wes loves spending his free time with his family. They like to stay active both physically and mentally, whether fishing at their neighborhood lake or taking regular trips to St. Louis and Kansas City to attend baseball games. Working with a network of dedicated philanthropists, Wes makes sure to give back to his community by sitting on committees that organize charity events for special needs individuals.    

*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.

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For more than a decade, Jay has specialized in working with associations, non-profits, trust companies, and other businesses to develop comprehensive investment plans to help achieve their financial goals. Jay works directly with the leaders of these organizations to tailor each strategy to their unique financial circumstances. His customized strategic planning for each individual entity is a top priority and a primary focus of his for the client’s success. He manages an array of portfolios on a discretionary basis with the primary focus of effectively managing risk while seeking to generate above-average returns.

Jay was born in Columbia, Missouri, and raised in Jefferson City, Missouri, where he attended Jefferson City High and Lincoln University. Jay is currently a member of the Chamber of Commerce in Jefferson City and President of the non-profit organization the Wanted.

Outside the office, Jay and his wife Emily reside in Jefferson City, along with a 21-year-old son, Brenden, 19-year-old daughter, Kaylee, and 17-year-old son, Hayden. Their children are actively involved in football, track, art, ice skating, basketball, and baseball. The family enjoys spending time together at local community events. They're fans of the St. Louis Cardinals, Missouri Tigers, and Kansas City Chiefs. With relatives throughout Missouri, the family loves to travel and visit them when possible.

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Jon Rost brings over 20 years of investment planning experience to the Finteris Wealth Management team. He specializes in working with families and small business owners, helping them make sound financial decisions, so they can spend time doing the things they care about the most. Jon's clients look to him as their colleague and guide when navigating through their finances.

Every client Jon works with has their own unique set of financial circumstances and goals. His first step is to develop a deeper understanding of his clients, both personally and financially. Jon is then able to make suggestions and formulate investment plans to map each client's financial future. The planning process is focused on minimizing risk while generating a high probability of achieving each client's desired goals.

Jon believes having a written plan is essential to success. Something as important as retirement, a child's education, or efficiently passing on one's estate to loved ones, is all too important not to put in the work and have a plan of action.

Jon has lived in Jefferson City for most of his life. Before entering the financial services industry, he graduated from the University of Missouri with a degree in accounting. Jon is very active in his community, supporting organizations like Helias High School and St Peter's Church. He and his wife, Anne, have been blessed with two precious daughters, Mattie and Anna Kate.


CA Insurance License #0M22024. Resident State MO.

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Chad focuses on bringing financial clarity and a feeling of confidence to every family he serves through sound, thoughtful advice, and prudent planning. He does this not by the prediction of economic trends, but by preparing for them. There is no cookie-cutter approach when it comes to financial well-being. Every family Chad serves receives individualized attention and a unique plan based on the dreams and desires that are most important to them.

Before starting Finteris Wealth Management, Chad began his financial career with Edward Jones in 2002, where he successfully started his practice from scratch by going door-to-door and personally shaking the hands of his future clients. He still believes in that same one-on-one relationship today. In 2005, Chad went on to work for A.G. Edwards, which was later acquired by Wells Fargo Advisors, as a branch manager.

Outside the office, Chad spends almost all of his free time in two places- with his family or at his church. He and his wife, Lindsey, have three children. With family, Chad enjoys hunting, fishing, and sports. He has coached baseball, basketball, soccer, and football for countless youth teams over the past ten years. He is an avid hunter and fisherman and loves spending time at their family farm in Fulton, Missouri.

Chad is a licensed minister, and he and his family attend Solid Rock Church in Jefferson City, where he serves as Executive Pastor. They have attended Solid Rock Church for 22 years.

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Chief Operating Officer

Dale was born and raised in St. Louis and in 2005 he and his family moved to Lake of the Ozarks.  Dale and his wife Tammy and their son Nicholas have made Lake of the Ozarks their home ever since.  As Chief Operating Officer for Finteris Wealth Management, Dale utilizes his 27 years of industry experience to ensure that all operations at the company run smoothly and efficiently. 

Prior to joining Finteris Wealth Management, Dale held several roles in the industry, including 11 years with Wells Fargo Advisors as a Governance Manager and 7 years as a Financial Advisor.  Drawing upon his past experience, Dale is able to assist our branch associates and clients with complex and unusual circumstances and ensure a pleasant client experience.

In their spare time, Dale and his family enjoy spending time boating at Lake of the Ozarks with family and friends.  They also enjoy traveling to tropical locations and scuba diving new and exciting places. 

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Lindsey’s first focus is always the client. Having thirteen years of experience in the industry, she primarily assists Brian Zerr, CFP^® - Founding Partner. Lindsey respects the value of the relationships she builds with clients and prospects alike. Ensuring that clients are well cared for in any aspect that might arise and recognizing urgency and prioritizing their needs from an operational perspective. 

Lindsey previously worked for A.G. Edwards & Sons, Inc., a predecessor of Wells Fargo Advisors 2005 - 2007 as a receptionist making her way back to Wells Fargo Advisors in November 2017. She obtained her Bachelor of Science Degree in Business Administration with an emphasis in Human Resource Management in July 2013.

Lindsey and her husband, Drace, have three children: Dakota (15), Deklin (9) and Lincoln (3) and live in their forever home they built in Callaway County. In their spare time, they focus on their kids’ extracurricular activities, enjoy camping with family and friends, and you can always bet they have something tasty on the grill. Dakota, a sophomore in high school, is a varsity softball manager, varsity cheerleader and track athlete. She is uniquely focused on her studies and is preparing for what her next steps will be after high school graduation. Deklin, a fourth grader, has become quite invested in NFL football knowing players, stats, teams and records. He has also become quite a gamer. He is the new proud owner of a PlayStatoion5. Lincoln is in preschool maturing his little brain for his future days. He loves any type of ball and will likely be a star athlete one day.  Lindsey enjoys watching shows on various streaming apps, values time with her friends and family and during the summer months, you can be sure to catch her in the sun and by the pool.

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Katie is the Client Associate for Financial Advisors Chad Horton and Jon Rost. She prides herself on providing the highest level of service and always putting the client’s needs first.

Katie’s goal is to ensure that every client has a pleasant experience while working with Finteris, and it is very important to her that every client feels, whatever their financial needs, they are in safe and capable hands.

Katie previously worked with the team at Wells Fargo Advisors from 2017-2018 as a receptionist and returned to Finteris Wealth Management in 2021 as an Administrative Assistant. After proving her dedication and love for her work, she was soon promoted to a Client Associate. The years in between, Katie was traveling and living in Arizona and Florida before returning home to Jefferson City to be closer to family. Katie’s previous positions include Client Access Specialist, Certified Veterinarian Assistant, and Preschool Teacher.

Katie grew up on a farm in Vienna, MO with her four siblings. She has a love for animals and the outdoors that she shares with her daughter, Haven. In her free time, she enjoys taking her daughter horseback riding, ice skating at the local ice rink, and going to the golf course to hit a few balls (but mostly to drive around the golf cart).

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Sherry is the Client Associate for Jay Carroll - Founding Partner and Wesley Weider, CRPC® - Founding Partner. She is committed to delivering exceptional service to each client by ensuring you feel confident and valued.

Sherry brings over 30 years of experience in government finance and administration where she worked alongside state and public safety leaders to develop, monitor and administer agency and program budgets. She understands and appreciates the importance of attention to detail and timeliness in all aspects of investment planning. 

Sherry was born and raised in Jefferson City.  She attended Helias Catholic High School before obtaining a bachelor’s degree from the University of Central Missouri in Warrensburg. Sherry is blessed with three children – Katy (28), Savanna (25), and Jake (19) and is a proud Nana to Wyatt (18 months). 

Sherry and her family attend the Crossing Church in Columbia and participate in a variety of church and community service opportunities. When not at work, she enjoys traveling anywhere warm and sunny, and spending time outdoors with family and friends.

 

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Kelly handles administrative and operational needs of the office, ensuring the office runs smoothly and efficiently.  She greatly enjoys interactions with our clients and is committed to delivering exceptional assistance to everyone who walks in the door.

Kelly brings 30 years of experience in state government and 3 years in city government where she worked in various technical administrative positions.  She enjoys customer service and understands the importance of confidentiality and timeliness. 

Born and raised in Jefferson City, Kelly graduated from Jefferson City High School and attended the University of Missouri, Columbia.  Kelly is blessed with four grown children; Brooke, Bryce, Britney and Brandyn and is Grandmother to seven. 

Kelly attends the First Baptist Church in Jefferson City. In her spare time, she enjoys traveling, boating, gardening, concerts and spending time with her family and friends.

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