Our People

If You'll Give Us A Moment, We'll Give You A Lifetime!

Dustin is an Investment Advisor Representative with Executive Financial Group who oversees the growth and development of new advisors. He also enjoys showing individual families and small business owners how taking a consultative and comprehensive approach to wealth management can help them reach true financial success.

Dustin holds FINRA Series 7, 6, 63 and 65 securities licenses as well as his insurance licenses. As a President's Conference Producer, Dustin has received numerous awards for excellence and production.

Dustin lives in Wildwood with his wife, Stephanie, and their two dogs.

Shaun is an Investment Advisor Representative for OneAmerica Securities. He focuses on taking a consultative and comprehensive approach to wealth management with individuals, families and business owners. This approach allows him to match the client's interests, values, and beliefs with the most appropriate financial instruments available in the marketplace. His objective is to best position the client for effective management of risk, performance, and expectations of their assets. Shaun also assists new representatives in becoming efficient and effective financial professionals.

Shaun is licensed in Missouri and Illinois with his FINRA Series 6, 7, 63 and 65 securities licenses. He also holds licenses For Life, Health and Long Term Care Insurance. He is a two-time Leader's Conference producer and has received awards for excellence in his field.

Shaun resides in St. Charles with his wife, Courtney, and daughter, Viviane.

As Vice President of Wealth Management, Joe's duties range from training the EFG Registered Representatives on the latest wealth management strategies to overseeing the design and implementation of retirement and accumulation portfolios.

Joe focuses on investment consultation and advanced planning strategies using a consultative and comprehensive approach to financial planning while working with individuals and businesses with their 401k plans. Joe also conducts a variety of retirement and investment seminars.

A graduate of Truman State University and a licensed Investment Advisor Representative for OneAmerica Securities, Joe holds a variety of FINRA Securities and Insurance licenses.

Joe resides with his wife, Becke, and children, Carleigh and Maxwell, in Dardenne Prairie, MO.

Pam began her career as an administrative assistant with MetLife in 1980. Over the years, she has really learned the business. Today, as director of operations, Pam is responsible for all agency administration. This includes new agent appointments, new business processing, communication equipment, technical support, all internal and external reports, monthly accounting, budgeting, and direct communication with underwriting departments.

Pam is licensed to sell Life, Accident and Health Insurance in Missouri and Louisiana.

Paula Kolocotronis
Director of Recruiting, Registered Principal DSP,
Investment Advisor

As Director of Recruiting, Paula is responsible for developing and implementing recruitment solutions that meet the company's current needs and projected growth. Paula has a Bachelor of Arts degree in Business Management from Webster University and has been in the Financial Services industry for over ten years. In addition to Paula's recruiting responsibilities, she is a licensed Financial Advisor as well as our agency's compliance analyst. She has FINRA 6, 7, 63, 65 & 24 licenses as well as Life licenses in MO and IL.

Cyril Costello
Training Director, Financial Services Professional

Mo Adbelaziz
Financial Services Professional
               
Contact Information
314-878-4950
mabdelaziz@efgmo.com
                     
Mo Abdelaziz is a consummate professional: punctual, focused and ready to help clients achieve their financial goals. He is a graduate of the University of Missouri with a degree in Business Administration with an emphasis in finance and real estate. He is licensed in Life and Health in Missouri and Illinois.

Mo lives in Florissant, MO and enjoys spending his free time on the tennis court.                                

Mark Baker
Financial Services Professional
           
Contact Information
314-878-4950
mbaker@efgmo.com
               
Mark graduated from the University of Missouri with a degree in Personal Financial Management, and now he is licensed for Life and Health Insurance in both Missouri and Illinois. Mark is building and maintaining lifelong relationships with clients, helping them achieve their goals.

Mark lives in Wildwood, where he enjoys spending time with family and friends.

A graduate of Purdue University with a degree in Industrial Management, Nicholette is licensed in Missouri and Illinois with FINRA Series 7 and 66 securities licenses. Nicholette is an Investment Advisor Representative for OneAmerica Securities and excels in helping others reach their wealth management and retirement planning goals with products that are well-suited for each situation. She also holds licenses for Life, Health and Long Term Care Insurance.  

Nicholette lives in Wildwood, Missouri.

Gregory Brockmeier
Financial Services Professional
                 
Contact Information
314-878-4950
gbrockmeier@efgmo.com

To really serve a family well, Greg believes he must help them with their protection needs and to proper retirement preparation. And he does serve them well, helping them to define their financial goals. A graduate of Lindenwood University, Greg is licensed in Missouri for Life and Health Insurance and holds a FINRA Series 6 license as well.

During his off-time, Greg enjoys participating in a variety of sports, including baseball, basketball and softball. (He actually played baseball for four years for Lindenwood University.) Today he lives in Florissant, Missouri, where he cheers for the St. Louis Cardinals.

Becky is a Registered Representative with OneAmerica Securities, Inc. She focuses on providing a sound financial program for individuals, families, and small to medium sized companies. She works with her clients by helping them try to enhance their existing goals or by helping to create a financial strategy from scratch, including skillful preparing, investing and protecting. Her educational and professional licensures include a Bachelor of Science degree in Interdisciplinary Studies from the University of Missouri, FINRA Series 6 and 63 securities licenses and her Life and Health Insurance license.

Becky resides in the greater St. Louis area with her husband, Scott, son, Zachary, and their two dogs.

Megan's sense of compassion keeps her busy helping individuals, families, and small businesses reach their financial goals through insurance and investments. Her goal is to create and enhance life-long financial and professional relationships with her clients, especially when she can help them achieve goals that they had thought were impossible. She is licensed in Missouri and Georgia to help people with Life, Health, and Long Term Care, and has FINRA Series 6 & 63 licenses as well. She received the Fast Start Award in 2009, and has most recently qualified for Leader's Conference.

Megan lives in House Springs, Missouri with her husband, John, and helps him with the bookkeeping for their family business, Dallman Construction.

Prior to EFG, Prill served as a prearranged counselor for local funeral homes in southeast Missouri, working closely with individuals to help them make quality financial decisions. Prill put that experience to good use when she joined Executive Financial Group in February of 2003. Prill's desire as a Financial Services Professional with Executive Financial Group is to educate individuals so they can make good financial decisions that help them reach their personal goals.

Prill focuses on Long Term Care Insurance. She is licensed to sell Life, Accident, Health, Variable Annuities and Mutual Funds.

Prill recently moved to O'Fallon after 23 years in Cape Girardeau, MO. She and her husband, Rick, have three adult daughters, Heidi, Becky and Christy. Prill has a Bachelor of Science degree in Sociology from Springfield College in Springfield, Massachusetts.

Christopher Hadeler
Financial Services Professional

Contact Information
314-878-4950
hadeler@efgmo.com

Few things give Chris the sense of satisfaction that he gets from helping clients with their financial goals. A confident professional, he focuses on educating clients, helping them reach their goals through proven strategies and continuing his own education as well. He earned his Edwardsville Bachelors in Economics from Southern Illinois University, and is also active in the Southern Illinois University Edwardsville Alumni Association.

Despite his love of computers and fascination with technology, Chris leads a balanced life, spending plenty of time away from the keyboard and screen, hanging out with family and friends, and cheering on the St. Louis Blues. Chris is licensed in Life and Health in Missouri and Illinois, and he lives in Edwardsville Illinois.

Contact Information
314-878-4950, ext. 451
314-852-3584 (cell)
dhuitt@efgmo.com

After graduating from Jefferson College, Dale continued his studies and earned his licenses in Life and Health in Missouri, and holds FINRA series 6 and 63. His devotion to his family (wife Sally and children Elizabeth and Tracey) serves as a reminder to him of the importance of making sure his clients are well protected for the sake of their loved ones.

When not attending to his clients or family, Dale can often be found competing in Bass fishing tournaments. He happily resides in High Ridge, Missouri.

Before entering the financial services field, Nicole spent over seven years as a successful account executive in media sales. That experience gave her the opportunity to meet a lot of people and begin to develop an appreciation for a wide range of people and their needs. Now she is reaching out to individuals, families and small to mid-sized businesses to help them with life insurance and retirement strategies. She is licensed in Missouri, Illinois and Colorado in Life, Health, FINRA Series 6 & 63.

Nicole is a member of Greater North County Chamber of Commerce. In her spare time, she enjoys reading and writing literature, singing, watching classic films and studying religious topics. She lives in Hazelwood with her husband, Charles, Sr., and two teenage children, Charles, Jr. and Chelsea.

Matt Korsos
Financial Services Professional
           
Contact Information
314-878-4950
mkorsos@efgmo.com

Matt is a friendly professional who believes in people. Not content with just helping his clients, Matt helps them to understand their financial options so they can help themselves, preparing for their financial future and reaching for it. Matt is licensed in life and health in Missouri, Illinois and Texas.

He lives in Chesterfield with his sons, Jackson and Chase. When he's not working or enjoying a round of golf, you can often find him watching the Cardinals chase another World Series.

Making a positive connection with his clients is important to Brian. Being an upbeat individual himself, Brian is focused on giving his clients reason to feel upbeat as well. This graduate of Southern Illinois University led his office to be the first Grainger Branch in the U.S. to be ISO (International Organization for Standardization) certified. He has licenses in Life and Health in Missouri.

Brian devotes his spare time to his wife, Carol; his children, Adam and Erin; and to participation in the VHL (Von Hippel-Lindau) Family Alliance and the Knights of Columbus. And, of course, to his golf game!

Don received his Bachelor of Arts in Management from the University of Illinois in Springfield, Illinois and his Master of Arts in Business Administration from Lindenwood University in St. Charles, Missouri. Don has been involved in sales and customer service for many years. He is Missouri and Illinois licensed in both Life and Health Insurance. He also holds FINRA Series 6, 63 and 65 securities licenses. He makes his home in South West St. Louis County with Pat, his wife of almost 40 years. They have three grown children and seven wonderful grandchildren.

Don works with both individuals and small businesses toward the consolidation, coordination and enhancement of their asset management and accumulation. He also assists families attain financial security and a more comfortable retirement along with estate planning and growth. Don feels that his primary job is to help his clients develop a strategy for an improved financial future. This will take your good intentions and turn them into positive results.

Okorie thinks both short long term and helps his clients do the same. If he can help them plan for short and long term financial goals, he's happy. He is passionate about bringing positive results to all the lives he touches.

Okorie has licenses in Missouri and Iowa in Life, Health, Property, Casualty, FINRA Series 6 & 63. He lives in Ballwin, MO with his wife, Amanda, and infant son, Grayson. When he's not helping clients or spending time with his family, he enjoys a good game of golf and experiencing nature.

Contact Information
314-878-4950
ppello@efgmo.com

Peter earned his Bachelor of Science degree in Business Administration from the University of Missouri-St. Louis and his MBA from St. Louis University. He then went on to earn Missouri licenses in FINRA Series 7, Series 66, Life, Variable Contracts, Accident and Health. With all that experience, he has no trouble providing a range of services, including protection, investments, and retirement strategies. Quite simply, he helps clients meet their financial goals and needs.

Peter is a member of the University of Missouri-St. Louis Alumni Association and the St. Louis University Alumni Association. He is a devoted family man with two children, Amy and Jason, and husband to his wife Linda. He lives with his family in Wildwood, Missouri. Always looking for a chance to beat his own last score, Peter enjoys a round of golf with anyone who's ready to play.

Contact Information
314-878-4950
drompf@efgmo.com

David understood the importance of thinking long-term well before the current economy began dominating the news. For some time he was been focused on developing long-term strategies for his clients, matching each client with the strategy that fits their specific needs.

David has licenses in Life and Health in Missouri. A graduate of St. Louis University, he is a member of Delta Sigma Phi and the Sigma Phi Epsilon Alumni Association. He lives in St. Louis City and enjoys golf and basketball.

William aims to provide his clients with quality life insurance and investment products. Helping them reach their financial goals drives him to excel. He is licensed in Missouri, Illinois and Kansas, with licenses in Life and Health, FINRA Series 6 and 63.

William lives in Chesterfield, MO, and enjoys golf, friends and trips to the scenic wineries of Missouri.

Gene enjoys providing financial services in Protection and Retirement Strategies. He has licenses in Illinois and Missouri: FINRA Series 6 & 63, Accident & Health, Life, and Variable Products.

Although Gene enjoys a good game of golf, his real passion is for helping people improve their lives and puts that to use for his family, friends and clients. He is a member of the Chamber of Commerce, Knights of Columbus, and the Benevolent and Protective Order of the Elks.

Gene lives in O'Fallon, MO with his wife, Janis.

Contact Information
314-878-4950
618-698-3925 (cell)
jtheismann@efgmo.com

Joanna's passion for helping her clients is evidenced by her having been named Affiliate of the Year by the Realtor Association of Southwestern Illinois. Joanna meets with her clients to make sure they fully understand their protection needs. This caring businesswoman, wife and mother is dedicated to helping individuals, families, and businesses protect what matters most. She is licensed in Life and Health in Illinois, as well as FINRA licenses 6 and 63.

After graduating from the University of Illinois with an accounting degree, Lucas went on to earn his MBA from Southern Illinois University. That understanding of finance and business laid a strong foundation for his career helping people with their financial goals. Lucas focuses on meeting the needs of families and individuals ranging from the very young to the very mature. He is licensed in Life and Health, FINRA Series 6 and 63 all in Missouri and Illinois.

Lucas lives in Chesterfield and enjoys traveling and tennis.

John (Jay) Ustruck
Financial Services Professional

Contact Information
314-878-4950
justruck@efgmo.com

Like most parents, Jay took seriously the responsibility of raising his kids to be the best they could be. And though he enjoyed every moment he had with them while they were young, he also looked forward to the day when he could see them set out as adults: successful, caring for others, perhaps married and raising his future grandkids.

But to enjoy the later years of parenting and grandparenting, it helps to be financially capable of taking care of oneself. That's why Jay is so dedicated to helping others with their retirement preparation. He wants them to enjoy the peace of mind of knowing that they will be able to enjoy those years without financial worry or putting a burden on their children. So Jay has gotten licenses in FINRA 6, 63, 65, life and health, property and casualty in MO, IL, and TX. He has taken the basics he learned while earning his BSBA in Economics from the University of Missouri St. Louis and all that he has learned since then and put that experience to work helping his clients.

Jay lives in West St. Louis County with his wife, Georgia, and their son Kurt, who is also in the business of helping others. (Kurt is a home certified personal trainer.) Jay's other son, Erik, is living in Florida and playing professional soccer.

James is experienced with the Life Economic Acceleration Process (LEAP). He has earned his LUTCF (Life Underwriting Training Council Fellow) and is LEAP licensed in Missouri and Illinois. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and places a premium on trustworthiness.

James lives in St. Louis, where he exercises his hobbies of landscaping and rehabbing.

Before joining the sales staff at Executive Financial Group, Dorothy spent 19 years in the educational arena and 15 years in the mortgage banking field. A graduate of Maryville University, Dorothy is licensed in Life in Missouri and is an FINRA Series 6 and 63.

Dorothy excels in helping families who have loved ones with special needs, assisting them in providing applicable products to assure their future care. She also uses her experience to help individuals, families and small to mid-sized businesses and helps individuals in the areas of retirement, protection, wealth and tax-saving strategies.

Dorothy lives in Chesterfield and enjoys bicycling, quilting and spending time with family and grandchildren.

Contact Information
314-878-4950
jwilson@efgmo.com

If you're a baseball fan, you may well have seen Joshua on the field. After spending two years playing college baseball for the University of Texas--where he earned his degree in economics--Joshua went on to play for the River City Rascals in O'Fallon, Missouri and the Gateway Grizzlies in Sauget, Illinois. Today he is a member of the UTSA Baseball Alumni Association.

Joshua's passions are not limited to baseball, hunting and fishing, however. He's also passionate about providing family and asset protection to his clients. He is a personable professional who puts his clients' needs first and gives his full effort to meeting them.

R. Tom Yeaton, CLU
Senior Advisor
               
Contact Information
314-392-5458
tyeaton@efgmo.com

Whether it's a decision about how much to save for retirement, how to invest that savings or to whom you will hand off your business when you do retire, the last thing you want to do is procrastinate out of fear. Tom gets it. And he gets joy out of helping people protect their assets. He's not satisfied unless he's given them the confidence to take action so that they can have a secure and prosperous future. And he coaches them to increase their financial security and net worth.

Tom's experience with the Wealth in Motion software program and with Business Succession helps him to meet his client's needs in a variety of scenarios. Tom graduated from Indiana University with a B.S in Business Administration and has licenses in Life, Health, Disability Income, and Long Term Care Insurance, FINRA Series 6, 63, and 65 in MO, IL, IN, AR, MS, KS, VA, CA, and TX. He is a member of the National Association of Insurance and Financial Advisors (WALFA), the Million Dollar Round Table, Wealth and Wisdom Institute, and the Biltmore Who's Who Registry of Executives and Professionals.

When not in his office, you can usually find Tom with his wife Tammy in their home in Maryland Heights, MO.

Jean is a native of Ste. Genevieve, MO and has lived in St. Louis since 1986. She has a Bachelor of Science/Bachelor or Arts degree from the University of Missouri - Columbia, and a Master of Business Administration from UMSL. Before taking time off to stay at home with her children, Jean worked in the financial services industry and has three years of experience as a project director for a local marketing research firm.

Jean has enjoyed getting back into the work force and learning the mortgage business.

Matthew is an award winning professional, recently winning the "Top-Ten" award at Executive Financial Group. He gets a great deal of satisfaction of out helping people fix their financial problems, putting them and their families in a better position. "I listen to my clients needs and concerns and then develop a plan of action designed specifically for them to reduce the worries in their financial lives."

Matthew lives in Ste. Genevieve and enjoys his favorite hobby of water skiing.

Michele Worth
Financial Services Professional

Melissa Barger
Administrative Assistant

Becky Walters
Administrative Assistant