NobleVest Private Wealth
With over 70 years of experience, this team of four - Ken Roberts, Shweta Agarwal, and Geoff Stufflebam from Morgan Stanley, and Kraig Bode from Ameriprise - opened their independent firm in Springfield, Missouri in 2021. Ken and Geoff hold the CRPS庐 designation, Shweta earned the CFP庐, CIMA庐 designations, and Kraig is a CRPC庐.