Toys for School Kids 2025
We had our 32nd incredible year of collecting, sorting and distributing toys to kids in the Saint Louis area. Thank you to all of our clients for how they donated and helped make this an amazing experience for so many children!
Getting Ready
Mike made sure all of the elves were ready to help the kids pick out their toys.
Packed up
One of the best parts is making sure the kids' hands are full and bags are packed with goodies to take home.
Toys, Toys, Toys.
So. Many. Toys. Thanks to all of our clients and community members for making us a success!
Santa's Helpers
Melissa, Mike, Robert & Michelle
Fall Fun
Dan coordinated a group of clients and their families to participate in the annual Bill Cross 5k Run/Walk benefitting Feed Northland Kids in the Kansas City area, a non-profit organization the he and his wife, Tiffany, are passionate about supporting. And in Saint Louis, we hosted a client BBQ with a little bit of Halloween fun mixed in! Both events were a great opportunity to connect with our clients and one another.
Bill Cross 5k
Kansas City - Team EFS
Bill Cross 5k
Kansas City - Kids Race
Client BBQ
Saint Louis
Client BBQ
Halloween fun!
Learning & Connecting
Mike and Dan attended a Cetera professional development conference known as Connect2Peers. They heard lots of great speakers and came back with some excellent ideas on how we can continue to improve service to our clients. One of the biggest highlights was Dan being invited to dinner with Cetera's own GENE GOLDMAN!
Gene Goldman & Dan
What a great experience!
Gene is just to Dan's right, along with several other invitees. You've seen him in videos we've sent, and maybe on your favorite business new station.
Connect2Peers
One of the many ways that Cetera invests in the ongoing education and growth for its advisors and their teams.
Mike
Mike may be in the background, but he was focused in!

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Who We Work With
We work with individuals, families and business owners, helping them unlock new opportunities in their finances.
Our Approach
Our mission is to get to know you, simplifying your financial picture as we walk with you through life’s transitions.
Our Team
Since 1984, our team has helped clients unlock their futures with credentialed expertise and insights.