Jerry Jeffrey is a financial advisor with the firm of Wells Fargo Advisors Financial Network.  Jerry was born and raised in Moberly and graduated in 1980 from Moberly Senior High School and is a third generation Moberly resident.  He is the son of Carolyn Griffiths Jeffrey and Jerry T. Jeffrey and the grandson of R. B. & Lowe Jeffrey and Dr. H. C. & Lavinnia Griffiths.  While attending Moberly Senior High School, Jerry was an elected member of the MHS Student Senate all 4 years.  His activities included 4 years of concert choir and he was a member of the men’s double quartet ensemble that qualified for all district and the state vocal music contest.  He was also a cast member of the musical productions of “Oklahoma!” and “West Side Story” and a member of the production crew for “My Fair Lady” and “Camelot”.  Jerry attained an all-conference and all-district selection in football his senior year.  He was also selected as a first team all-state linebacker.  In track and field, Jerry was a 2 year conference and district champion in the discus.  He earned a trip to the Missouri State Track Meet his junior and senior years, placing 4th in State in the discus his senior year.  He attended the Missouri Boy’s State his junior year.  He was elected to the National Honor Society his senior year.

 Jerry attended the University of Missouri, Columbia, graduating in 1984 with a degree in Agriculture Economics. While attending, he played for the Missouri Tigers football team, playing offensive guard and special teams. Upon graduation, Jerry entered the training and licensing programs as a registered representative in the securities industry.  In 1986, he started the first office in Perryville, Missouri for Edward Jones and Company.  Jerry moved back to his home town in 1995, opening an office for the firm of A.G. Edwards.

Over the last thirty years in Moberly, Jerry has been active in numerous civic organizations. He has served as a board member for the United Way of Randolph County, a board member, officer and president for The Moberly Area Chamber of Commerce, Randolph Area YMCA, board member, chairman of the Moberly Economic Development, and Moberly City Council from April 2016 – 2024, serving as Mayor from 2017 -2023.  He currently serves as a board member for the Moberly Area Community College Foundation, the Moberly Rotary Club, and Moberly Regional Medical Center. He is a member of Coates Street Presbyterian Church.

Jerry is married to Leigh Jeffrey.  He has three step children:  Kara Brietzke of Columbia, MO, Michelle Furrow of Kansas City, MO and Kyle Oberkrom of St. Louis, MO.  Jerry is in his 39th year as a financial advisor. In his free time he enjoys hunting, fishing, barbequing and attending Mizzou Tiger football and basketball games.  He is an active partner in the family farming and ranching operation.

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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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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