Meet our team and see what we stand for at Wallstreet Group Advisors.
Eric davis, MBA*
Financial Advisor / Managing Partner Providing Advisory Services in All 50 States ericd@wallstreetins.com Eric Davis brings over 35 years of Financial Management and Investment experience to Wallstreet Group. His career includes General Manager, Chief Operating Officer and Chief Financial Officer level experience in the Insurance, Health Care and Technology industries. Eric has a Bachelor of Science in Accounting from Central Missouri State University (now known as University of Central Missouri) and a Master of Business Administration from Lincoln University, Jefferson City, Missouri. He served as an Adjunct Professor for Columbia College teaching the subjects of Accounting, Investments, Personal Financial Planning and Strategic Management. Eric specializes in managing and protecting the wealth and incomes of his clients for themselves and their families. Many of these clients are small business owners whom he helps focus on meeting their personal financial goals. Eric holds the FINRA Series 7 General Securities Representative Exam, Series 63 Uniform Securities Agent State Law Exam and the Series 66 Uniform Combined State Law Exam. He is also licensed in Life and Health Insurance. Eric has been actively involved with many local civic organizations and is an active member of the Jefferson City Chamber of Commerce. He and his wife Sharon are active members of St. Joseph’s Cathedral in Jefferson City, Missouri. |
RANDY LUECKENOTTE, RHU, LUTCF*
Partner randyl@wallstreetins.com Randy Lueckenotte brings over 29 years of insurance experience to Wallstreet Group. He is a co-owner of Wallstreet Group, which was established in 1987. Working as an Independent Advisor for our clients, including researching all options available for employers to finance, implement and administer their Employee Benefit Programs. Randy specializes in marketing and evaluating employer group health insurance funding arrangements. This includes Fully Funded / Insured and Self-Funded / Reinsured Solutions. Randy is very knowledgeable regarding the Affordable Care Act (ACA) and Health Care Reform Compliance. He has been asked to speak on this topic to numerous industry and employer organizations since the enactment of the ACA Law on March 23, 2010. Randy holds the following designations: Life Underwriter Training Council Fellow and Registered Health Underwriter. Randy is a member of the Association of Health Insurance Agents, National Association of Insurance and Financial Advisors, Missouri Association of Insurance and Financial Advisors, and the Jefferson City Chamber of Commerce. Randy’s community involvement includes multiple years of coaching and supporting youth sports, Jefferson City YMCA Golf Tournament Co-Chairman, Past President of Jefferson City Association of Insurance and Financial Advisors. Randy was recognized as one of Central Missouri’s 40 Top Business Leaders under 40, selected to serve on the Anthem BCBS Producer Advisory Council, and was a Leadership Jefferson City 2006 graduate. |
LEE WILBERS, CFP®, CLU, RHU, LUTCF*
Partner Lee Wilbers brings over 36 years of insurance experience to Wallstreet Group. He is co-owner of Wallstreet Group, which was established in 1987. Lee is President and CEO of Wallstreet Group and oversees the daily operations of the Brokerage Agency. He serves his clients as a consultant for their Employer Group Benefits, as well as, continued legislative and market reform from ongoing ACA changes. Lee’s years of experience gives him the leading edge of knowledge and the ability to adapt our Agency’s roles with the changing dynamics of the insurance industry. Lee holds the following designations: Certified Financial Planner, Chartered Life Underwriter, Life Underwriter Training Council Fellow, and Registered Health Underwriter. Lee is a member of the Association of Health Insurance Agents, Institute of Certified Financial Planners, American Society of CLU / ChFC, National Association of Insurance and Financial Advisors, Missouri Association of Insurance and Financial Advisors, Wardsville Lions Club, Knights of Columbus, Missouri Association of Insurance Agents Treasurer. Lee’s community involvement includes Current Vice President of Missouri Association of Insurance Agents, AHIA Legislative Board, Department of Insurance - Producer Advisory Board, and the Score Against Hunger Campaign. He also serves on the Anthem BCBS Producer Advisory Council, the Assurant MVP Advisory Board, and the United Healthcare Echelon Advisory Committee. Past associations include President Jefferson City Association of Insurance and Financial Advisors, President of Missouri Association of Insurance and Financial Advisors, President West Side Business Association, Board Member of Central Missouri Food Bank, Board Chair Jefferson City YMCA Board of Directors Lee has been recognized with the National Quality Award, National Sales Achievement, and Who’s Who Among Top Executives. Lee is licensed in Health, Life, Series 63 Securities, Series 6 Securities, and Property and Casualty. |
TRAVIS FORD, CFP®*
Financial Advisor / Partner Providing Advisory Services in All 50 States
travis@wallstreetins.com Travis Ford brings over 18 years of insurance and financial experience to Wallstreet Group Advisors. Travis provides personal attention and service to clients seeking a secure financial future through growth and protection of their savings. His specialties include retirement planning, long-term care planning and investment management. Travis is a member of the Missouri State Board of Accountancy (which regulates CPAs in Missouri), appointed by Governor Jay Nixon in 2014. He is also a board member of the Missouri Insurance Education Foundation, which seeks to improve understanding of insurance among Missouri consumers. Travis brings to his practice almost 20 years of personal finance consulting and advocacy. He previously worked in consumer protection for the Missouri Attorney General’s Office and the Missouri Department of Insurance, Financial Institutions and Professional Registration. He graduated from the University of Missouri with a Bachelor of Journalism degree. Travis’ Missouri insurance licenses include Health, Life and Variable Contract. His securities registrations are Series 7 and Series 66. Travis and his family live in Jefferson City. They have been members of First Baptist Church since 2002. For fun, Travis loves his job, handyman work, staying fit, being with family and friends, and playing bass guitar, drums or whatever instrument they need him for in the church band. |
JAMIE WILBERS*
Financial Advisor Providing Advisory Services in All 50 States jamie@wallstreetins.com Jamie Wilbers brings over 6 years of Business Management and Financial experience to Wallstreet Group Advisors. Jamie provides personal attention and service to clients seeking a stable financial future through growth and protection of their savings and retirement. His specialties include retirement planning, low-cost investing, index funds, life insurance, long-term care planning, annuities and employer retirement plans. Jamie is an avid golfer and fisherman. He participates in local team volleyball and softball, he also enjoys spending time with his wife Kara and his family when away from the office. He was the founding member of the Insurance and Finance Fraternity at Missouri State University. Jamie graduated from the Missouri State University with a degree in Insurance and Risk Management. Jamie’s Missouri securities and insurance licenses include: Health, Life, Series 7, and Series 66. |
ZAC SCHOENE*
Financial Advisor Providing Advisory Services in All 50 States
zacs@wallstreetins.com The key to Zac’s practice is education. He helps clients achieve term financial, investment and retirement goals. As an independent financial advisor and fiduciary, he uses an array of investment strategies and develops financial plans that are in the best interest of my clients. Zac says, “I am driven and passionate about my craft. My clients are the reason I work hard every day.” As a fiduciary, Zac offers fee-based advisory asset management services and fee-only consulting services for financial and retirement planning. Zac has expertise in numerous areas of financial planning:
Zac is engaged in several community programs including Jefferson City Young Professionals (YP), JC START and United Way of Central Missouri. He won the Jefferson City News Tribune’s “Best Financial Advisor” award, as voted by readers in 2021. Zac started at Wallstreet Group as an intern while in college in 2012. He was invited back to continue his internship for three years. He graduated from Missouri State University with a dual major in Financial Planning and Insurance & Risk Management. After earning his insurance license and passing the Series 7 & 66 exams, he became a fully registered financial advisor in 2015. |
DYLAN LUECKENOTTE, CFP®*
Account Executive Providing Advisory Services in All 50 States dylan@wallstreetins.com Dylan Lueckenotte joined Wallstreet Group after graduating from the University of Missouri - Columbia in the spring of 2016. Dylan spent the previous 3 years at Wallstreet Group as both a Financial and Group Benefits Intern. After joining Wallstreet Group as an Employee Benefits Counselor and an Account Executive, Dylan immediately started traveling statewide to help employers find better strategies for their Employee Benefit Programs. After a successful first year, Dylan set out to bring additional value to Wallstreet Group with the completion of his CFP® Designation and securities licenses in order to become a Financial Advisor. In this new role, Dylan brings an innovative perspective to employee benefits due to his financial background and in-depth knowledge of Retirement Plans. Dylan specializes in deep-dive benchmarking of employer sponsored retirement plans and in unique funding alternatives and solutions for employer group medical insurance. Dylan holds a Bachelor of Science in Business Administration from the University of Missouri – Columbia, with an emphasis in Finance, Banking, & Real Estate. He was on the Dean’s List 2012, 2013, and 2014, and is a Kappa Alpha Order Alumni. icenses: State of Missouri Health and Life Series 7 Series 66 Designation: Certified Financial Planner, CFP® |
KAYLA CHARLTON, CFP®*
Financial Advisor Providing Advisory Services in All 50 States
kayla@wallstreetins.com Kayla Charlton brings just over 3 years of Financial and Insurance expertise to Wallstreet Group Advisors. She works with clients to provide holistic financial planning in areas including but not limited to: Investments, Risk Management and Insurance, Estate Planning, Tax Planning and Retirement Planning. Kayla graduated from the University of Missouri Columbia's CFP Board Certified Personal Financial Planning Program with a Bachelor of Science in Personal Financial Planning in 2020. While attending the University of Missouri, Kayla received first and second place awards in both the Edward Jones Portfolio Composition Competition and the Northwestern Mutual Financial Planning Capstone Competition. She was also a member of the University’s Financial Planning Association. Kayla’s securities registrations include: Series 7 and Series 66, she also holds her Health and Life Insurance license. She is an active member of the Jefferson City Young Professionals (YP) Group. |
Cole Mertens, CFP®*
Financial Advisor Providing Advisory Services in All 50 States cole@wallstreetins.com Cole’s main objective when working with clients is to educate first and advise second. This leads to a collaborative conversation between the client and advisor when building a financial plan. Cole takes a holistic approach with his clients by looking beyond their investments by looking at their full financial picture. As a CERTIFIED FINANCIAL PLANNER™ professional, Cole offers financial and retirement plan consulting services as well fee-based asset management services in the following areas:
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Julie Erwin
Financial Support Specialist |
CHRISTY SIEBENECK, CMFC
Registered Sales Assistant christys@wallstreetins.com Christy Siebeneck brings over 20 years of Financial and Investment experience to Wallstreet Group. Christy has been employed with Wallstreet Group for over 10 years. Christy’s role with Wallstreet Group is assisting clients and Financial Advisors with establishing new investment accounts and servicing the existing accounts. Christy holds her Series 7, Series 63, CMFC (Chartered Mutual Fund Counselor), Missouri Life and Health license, and Variable contracts. Christy attended Southwest Missouri State University. |
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