Our Staff - Company Biographies - Financial Services
 Lisa
Hoyt
Lisa joined Wamhoff Financial Planning in June of 1997 after attending
Southwestern Illinois College. Her current roll with Wamhoff is
meeting with clients to determine their financial needs as well
as creating investment proposals for clients. She specializes in
Mutual funds, Company Retirement Plans, Complex Beneficiary and
Probate claims. Also she still assists in the daily administration
tasks in the Financial Planning Department. Lisa holds a Series
6 & 63 license.
In her spare time Lisa enjoy spending time with her daughter Lilly,
family, friends and dog Libby.
 Cherrie
Boyer
Cherrie joined the Wamhoff Financial Planning team in February 2000.
She started here as our insurance specialist with many years of
experience in the insurance business, in which she still handles
all of our clients long term care, life and health insurance needs.
She is licensed in property & casualty, life and health and
is certified in Long Term Care Insurance.
Since she started in 2000 she has become much more involved in our
company and the financial planning part of our business. She now
has her Series 6 & 63 Securities License and is a Securities
Representative under Bob Wamhoff and a manager in the financial
planning department. She meets with clients to help in their financial
plans and reviewing their current investments. She enjoys her job
and the relationships that she has built with our clients that have
grown to become more like friendships. She is also on the board
for the "Just Because We Care" foundation that Bob &
Diane Wamhoff started many years ago that help and feed and care
for a school of children in the mountains in Honduras. We have made
this cause part of our business and with the help of our family,
friends and clients it has continued to be successful. She is proud
to be part of such a worthy cause that changes the lives of many
Honduras children. When she is not working she enjoys spending time
with her daughter Lexi and the rest of her family and friends
 Rocky
Hauhe
Rocky has been with Wamhoff since late 2004. He started out as the
first guy in the history of Wamhoff other than Bob of course. Over
the years he has handled all of the Technology needs at Wamhoff
as well as most of the correspondence and invites that you may received
over the years. Since then Rocky has slowly become more and more
involved with the financial side of the company and now is 100%
devoted to Financial Planning. He now meets with current clients
to review their portfolios and future plans and needs. Rocky also
meets with new and prospective clients to help them through the
process of choosing the right financial planning company and setting
up the long term relationship they will have with Wamhoff. Rocky
currently holds his Series 7, series 63, insurance license, and
continues to work on other licenses as well. Rocky also serves on
the Board of Directors for the “Just Because We Care” foundation
that Mr. and Mrs. Wamhoff started to benefit starving children in
Honduras. To date he has made 11 trips to Honduras over the last
6 years.
On the personal side of his life he is married with 2 kids. Their
kids come in the form of a 100 lb German Sheppard and a 3 lb toy
yorkie. The family spends as much time as possible boating and relaxing
at Lake of the Ozarks.
 Peggy
Knobbe
Peggy joined Wamhoff Financial Planning and Accounting in the Fall
of 2005. She currently holds her Series 7, Series 66 Securities
license and Insurance License. Her roll in the Financial Planning
department is General Securities Representative and Compliance Manager.
Peggy meets with clients to review their current portfolios, and
help with their future financial plans; she also assists with the
everyday administrative paperwork in the Financial Planning department.
In her spare time she loves to spend time with her husband and
their two daughters who keep them extremely busy with sports. You
name it, they play it! Peggy also loves to spend time with her family
and friends and playing golf.
 Peggy
Ann Mueller
Peggyann has been with the Wamhoff Crew since February 2006. She
takes pride in being Bob's assistant. She has many responsibilities
involving Financial Planning, Tax Season items, Event Planning and
other miscellaneous projects. She is licensed in property &
casualty, life and health insurance and is eager to get more involved
with working with the clients in these areas. She enjoys working
with Bob, his sister Sandy and all of the entertaining employees,
clients and wholesalers. She looks forward to a bright future with
Wamhoff Financial Planning and Accounting Services.
Outside of the office, she very much enjoys her two teenage children.
She learns from them everyday, as they continue to grow together
in their new adventures
 Keely
Fisher
Keely Fisher joined Wamhoff Financial Planning in June 2008. Keely’s
main responsibilities include assisting Cherrie Boyer, as well as
creating investment summaries, handling monthly distributions, scheduling
appointments, processing checks, event planning, opening new accounts
& investments. Keely is also on the golf tournament & dance
committee for “Just Because We Care.”
Outside of work Keely enjoys spending time with her family and
friends, and cheering on the St. Louis Cardinals & the Blues!
 Martha Hoerchler
Martha Hoerchler joined Wamhoff Financial Planning in April 2009.
Her main responsibilities include assisting Lisa Hoyt as will as processing
Simple IRA’s and 401k’s, preparing investment summaries, processing
checks, scheduling appointments, event planning, processing beneficiary
and probate claims, opening new accounts and other financial planning
duties.
Martha sits on the board of “Just Because We Care” as well as being
very involved in the fund raisers to help support the foundation.
Her trip to Honduras in January, 2009 to help build a home and an
addition to the school, she feels, was one of the best things she
has every experienced in her life and plans to make return trips.
The children and families will always hold a very special place
in her heart.
She enjoys spending time with her granddaughter Sofia and her family
and friends, traveling and reading.
|