Investment Planner's leadership has a combined 50+ years of experience in the financial industry. Our leadership understands what it takes to manage investments for individuals. This experience is invaluable in communicating and assisting clients in building their portfolio.
We are dedicated to providing resources and solutions for our clients. We are not involved in products and practices that are important only to our profitability. We are focused on helping you manage your portfolio and provide solutions to meet our client's goals.
David graduated from SIUE in 1987 with a BSA in Accountancy and went on to pass his CPA Exam. He is the Director of the Taxation Division at C.J. Schlosser & Company, L.L.C. and has been with the firm since 1987 becoming a partner in 1997. He became registered as a Financial Advisor in 2007 and joined Investment Planners in 2015.
Kathy has been in the investment and securities industry since 1996. She became a financial advisor in 2002 and has been growing her business since then. Kathy currently holds her life, health, and accident insurance licenses as well. Prior to joining this team, she had an independent office with Investment Planners, located in Godfrey.
Jamie has been in the financial industry since 2003. She became a Registered Assistant in 2007, and now oversees all financial administration duties for Kathy Weaver and Dave Bartosiak. To market Investment Planners, she attends many local networking events.
Better yet, see us in person!
We love our customers, so feel free to visit during normal business hours.