Michael K. Myers, AIF®
Mike is a principal of Stonebridge Financial group and has been in practice in St. Louis, Missouri, since 1997. He earned his BS in business administration from the University of Missouri - Columbia. (Go MIZZOU!)
For more than 21 years, Mike has found great pride in assisting businesses and business owners with business succession, estate, and retirement planning needs. He works with his clients to determine independent solutions for each of their complex situations. Mike also has extensive experience with company and personal retirement plans, social security retirement benefits, retirement income planning, and investment portfolio allocations. This provides the knowledge necessary to map out a thorough retirement strategy that successful clients depend on.
He and his team build long-term relationships based on trust, knowledge, and the drive to do what's best for each client given their unique financial needs and goals. He places high value on these client relationships and considers them the backbone of the practice.
Michael holds numerous professional registrations and certifications, including the Accredited Investment Fiduciary® (AIF®) designation, widely acknowledged as the leading designation for investment fiduciaries for retirement plans and individuals; the FINRA Series 6, 7, 63, and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®; and his Missouri life and health license. He maintains client relationships and registrations to practice in many states throughout the country.
Michael lives in Pevely, Missouri, with his wife of 22 years and their two children. Outside of the office, you will find him spending time with his family, being active in church, coaching baseball, and cruising in his 1923 Ford T-Bucket with the National T-Bucket Alliance Group.
The principals of Stonebridge Financial Group are proud to be affiliated with Commonwealth Financial Network® of Waltham, Massachusetts. Our shared business vision and strong commitment to exceptional client service is now partnered with Commonwealth Financial Network's customized solutions and time-saving technology. This affiliation strives to keep us focused on our mission and our clients' future.
Jeffrey A. Heveroh, AIF®
Jeffrey A. Heveroh is a founding partner of Stonebridge Financial Group in St. Louis, Missouri. He works with individuals and small business owners to provide customized wealth management, retirement income planning, estate planning, and insurance strategies for your pre- and post-retirement needs. Jeff is committed to helping his clients meet and exceed their financial goals. Jeff is an Investment Adviser Representative of Commonwealth Financial Network®. As an independent advisor for more than 10 years, he takes great pride in his independence when it comes to investment selection and investment philosophy. He believes in a simple motto when working with his clients: "Serve my clients first, last, and always."
Jeff graduated from the University of Missouri - St. Louis with a BS in business administration. He was a nine-time NCAA All-America Collegiate Swimmer during his four-year career. Jeff, his wife Melanie, and their three children have lived in St. Louis their entire lives and are active in numerous community and school activities.
Eric A. Peters, CLU®, ChFC®, AIF®
More than a decade of industry experience made Eric realize that the needs of individual clients weren't always best served by the typical "Wall Street" business model where a firm sells its products to meet its sales goals. In 2008, Eric and his son, Kevin, founded Peters Financial Group to ensure that the individual needs of each client would be the primary focus.
Today, Peters Financial Group has merged with Stonebridge Financial Group to build economy of scale and additional synergy with a group of advisors who have the same dedication of serving the clients' best interests above all else.
During his 18 years in the financial services industry, Eric has drawn on his background as a third-generation auto dealer to help family-owned businesses develop and manage a comprehensive plan coordinating estate, retirement, business succession, and risk management in order to help ensure for:
Creation of a master plan for managing property during life and distribution of that property at death
Providing you with a comfortable lifestyle
A smooth transition of the business between generations or if no children are taking over the business, positioning the business for a sale to a third party
Minimizing taxation on the transfer
Fairness between children who are active and those who are inactive in the operation of the business
Managing risks during the plan process
Retaining key employees before, during, and after the transition
Helping employees prepare for their own retirement
Third-generation Chevrolet dealer, Pittsfield, IL
Owner: Eric Peters Chevrolet, Chrysler, Plymouth, Dodge, and Dodge Truck, Pittsfield, IL
15 years CIGNA Financial Advisors/Sagemark Consulting
Credentials & Recognition That Reflects Expertise:
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Accredited Investment Fiduciary® (AIF®)
1970 graduate of the University of Missouri-Columbia with a BA in economics
Service & Personal:
Eric has also used his gifts and talents to serve in several capacities for St. Mark Presbyterian Church in Ballwin:
Ordained Elder and Session Member (the governing body of a Presbyterian Church)
Chairman of Personnel Committee
Chairman of Church Support Committee
Chairman of Endowment Committee
Co-Chairman of Church Security Committee
Chairman of Stewardship Committee
Served on Giddings-Lovejoy Presbytery Finance Committee
Eric is a two-time cancer survivor and maintains his health by running. He has run 8 marathons from 2005-2011 and often is a volunteer coach for marathon training teams, taking pride in being a stronger runner than his students who average more than 30 years his junior.
Eric enjoys a balance between his personal and professional life. Eric has no intention of retiring; he often says: “I love what I do, I am a terrible golfer, and I can't run any more miles than I already do, why would I retire?”
Eric and his wife, Susan, have been married for 40 years and have two grandchildren who fill their lives with joy and energy.
Timothy J. Nenninger, AIF®
Timothy J. Nenninger was raised in a suburb of St. Louis, Missouri, and is a graduate of Truman State University in Kirksville, Missouri. Upon graduation, Tim began his career in the financial services industry as a planner with Lincoln Financial Advisors. At the time, Lincoln was known in the industry for its outstanding professional training program; after his first year in the program, Tim was recognized as a leading planner within the firm.
In 2003, Tim became a founding member of Stonebridge Financial Group. With more than 13 years' experience, Tim possesses knowledge and expertise that make him invaluable to his clients. Tim believes that in order to provide world-class service and guidance, an investment professional should be free from the influences present at many of the traditional Wall Street firms. With this in mind, he earned his Accredited Investment Fiduciary® certification in 2010. Tim specializes in working with individuals and small business owners in the areas of investment, retirement, insurance, and estate planning, as well as in 401(k)s.
Tim and his wife, Nicole, live in Eureka, Missouri, with their three boys. They are very happy to be part of the St. Louis community and feel that it is a wonderful place in which to live and raise their family. In his free time, Tim enjoys his family and friends, as well as coaching the boys' baseball and soccer teams. Tim is also a die-hard Cardinals fan.
Erna joined Stonebridge Financial Group in 2007.
Erna has her FINRA Series 7 and 66 securities registrations as a Registered Staff Member of Commonwealth Financial Network®. She handles the preparation for client meetings, outgoing and incoming paperwork for client accounts, the follow-up details of client transactions, and assists in handling insurance questions and illustrations.
In her spare time, Erna enjoys spending time with her husband and spoiling her two grandsons, Brodie and Bryce, and her golden retriever, Holly.
Contact Erna if Jeff or Tim are unavailable or if you have transaction or insurance questions.