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(636) 720-1900

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Team


Meet the Circle of Advisors of Securus

 

Christopher Shreves

President and CEO

chris@circleofadvisors.com

Christopher Shreves is President and Chief Executive Officer of Securus. After having served for five years as a district manager for the Midwest Region and agent trainer in the insurance industry, Chris sought to open his own company...

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Bart Humphrey

Vice President of Educational Development

636-352-6374

Bart@circleofadvisors.com

Bart serves as the retirement educator for Circle of Advisors Adult Educational Services, an organization that is dedicated to serving the unique and often complex financial needs of retirees, as well as those preparing for retirement.

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Chelsey Sweeten

Chief Operating Officer/Executive Director of Marketing

chelsey@circleofadvisors.com

Chelsey Sweeten is COO Executive Director of Marketing. Chelsey is a licensed Insurance Advisor with extensive customer service and client interaction. She brings with her over 11 years of client relations experience. In addition,...

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Brian Quinn

Quinn Estate and Elder Law LLC

bquinn@quinnestatelaw.com

Brian was born in the St. Louis area and has lived throughout the St. Louis area all of his life. He lives here with his wife, his kids, and his two dogs.  Brian is a graduate

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Bob Woodsmall

Tax Advisor

Bob@alliancetaxpros.com

Bob is an Enrolled Agent as well as one of the founding managing members of ATAA LLC. Bob has over 40 plus years of experience in helping clients meet their personal and business needs in the business environment of which the past 20...

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Breanna Kleeschulte

Administrative Director

636-720-1900

636-720-1906

receptionist@circleofadvisors.com

Breanna is a wife and mother of 2 boys. She is a board member for the Cottleville-Weldon Spring Chamber of Commerce and is the current Administrative Director for Circle of Advisors. She has a 20+ year history working in business...
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Charlie Caito

Chief Financial Officer

Chase Baute, CRPC®

Financial Advisor

chase@circleofadvisors.com

Chase has worked in the financial industry for many years providing clients with the confidence they need for their financial future. He does this by developing custom-tailored financial strategies to help his clients achieve their...

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Kathy Otey

Senior Adult Medicare Specialist

636-485-9274

636-720-1906

Kathyotey1@gmail.com

Lauren Harting

Director of Client Services

636-720-1902

636-720-1906

lauren@circleofadvisors.com

Lauren Harting is Circle of Advisors’ Director of Customer Relations Lauren Has been in the customer service industry for 12 years, Lauren expresses enthusiasm and interest in providing excellent customer service to our clients....

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Lindsay Lampe

Senior Adult Medicare Specialist

314-226-3361

lindsaylampe@gmail.com

Lindsay earned her bachelor degree from the university of Missouri-St. Louis in 2003. Lindsay takes a person-centered approach and focuses on educating and empowering people to ensure they won't outlive their money and making the...

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Shawn Sigler

SVP Annuity/Life Research and Design, Financial Independence Group

T.J. Whalen

Life Insurance Research and Design Specialist, Financial Independence Group

Tyson Eagen

CPA/PFS Triton Group

314-238-1713

Teagen@tritoncpa.com

Tyson is a partner with The Triton Group, LLC and oversees the firm’s accounting and tax operations. He specializes in the firm’s estate and trust advisory services, including business succession and estate planning. He...

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