Jeremy is the President of the Vantage Point Financial St. Louis, Missouri branch. Jeremy began his career in the Financial Services industry in 2001 and he believes having a written plan in retirement will pave the way for long-term success. His holistic approach combines tax planning, investments, income planning, estate planning, and insurance services into realistic strategies allowing clients the opportunity to set realistic goals for managing their wealth while living comfortably in their retirement years. 

Jeremy is an Investment Advisor, a Certified Financial Fiduciary, and a Certified Financial Education Instructor (CFEI). He holds a Series 65 Securities License as well as Health and Life Insurance Licenses. 

Jeremy grew up in Iowa and attended the Univeristy of Iowa.  He relocated to St. Louis in 2010 and currently resides in Wildwood, MO with his wife, Amy, and their two daughters, Mykaela & Chaylee. 

With more than 30 years’ experience, Michael Quarles specializes in advising retirees and those about to retire who want to protect their assets and ensure their money lasts. He focuses on helping
pre-retirees and retirees avoid the common mistakes of retirement.

Mike entered the financial services industry in 1979 and became an independent financial professional a decade later in order to offer clients more personalized service. He is the proud owner of Financial Longevity Advisory, LLC, where he has created a team of professionals who focus on the company’s mission: To service others with professional discipline encompassing the importance of health, family and the social aspects of aging, as well as financial longevity.

Mike is committed to providing ethical service and showcasing the knowledge required to benefit clients and their families. Additionally, he is an Investment Adviser Representative who has passed the Series 65 Security exam. He is held to the fiduciary standard and legally obligated to act in your best interest. He primarily serves clients and their families in the greater Kansas City, Metro and Northland area.

Mike covers real world knowledge, working with seniors every day. His personal life involves pursuing educational aspects of meeting new challenges of the fast-growing aging population.  As a member of the “National Association of Insurance and Financial Advisors”, Mike strives to create a strong and safe environment for seniors and those working with them. 

A devoted husband & Father Mike enjoys quality time with his family and wife Marcy who is a cancer survivor and transplant recipient, Marcy was given a new lease on life in 2014, both are dedicated supporters and volunteers of the “American Liver Association” and “The National Kidney Foundation” dedicated to bringing awareness of donor support to the local community. Most of all they enjoy spending time with their children and the activities of their grandchildren.

Rodger is all about financial education. He has helped clients for 25 years. He is passionate about empowering people with the education and information necessary to make smart decisions with their money.

Rodger has been featured in Forbe's Magazine, The Kansas City Star and Proactive Advisor Magazine.

Rodger has had his own radio show on 980 KMBC and 710 KCMO. He also has been interviewed on the financial show "Right on the Money" weekly talk show. 

He believes financial education is key. He has taught "Preparing for Retirement" classes at the University of Kansas Edwards campus and the K-State Olathe campuses. He has also taught Dave Ramsey's Financial Peace University (FPU) for over 15 years.

Rodger is a member of the National Ethics Association and the Better Business Bureau. Rodger holds several different financial licenses with a 7, 63 and 65. 

Don Chamberlin has devoted 34 years as a financial advisor to helping people plan a comfortable future. In fact, he originally founded The Chamberlin Group in 2002 with the goal of assisting families who wish to preserve their legacy for themselves rather than Uncle Sam. By combining tax, income, estate, and insurance planning, he created a one stop shop to assist St. Louisans with their complete financial future.

Don is a member of The National Association of Tax Consultants, as well as The National Association of Tax Professionals. In St. Louis, Don has conducted nearly 500 educational workshops over the past 15 years. His topics are as varied as tax reform, estate preservation, asset protection, and as simple as organizing your important papers, and reducing expenses; establishing himself as a leader in educating his community on tax and retirement issues.

As the President of the St. Louis Chapter of the American Financial Education Alliance (AFEA) Don has taught classes for this non-profit National Education organization at University of Missouri St. Louis, Missouri Baptist University, the St. Louis City & County library system, as well as at Fortune 500 companies. 

In the National media Don has been published in articles from Money Magazine, USA Today, U.S. News & World Report, Financial Planning Magazine, Retirement Advisor Magazine, Financial Times, Life Health Pro, and several others.  Locally he has been quoted by the St. Louis Post-Dispatch, Crain’s St. Louis Business and Illinois Business Journal as well as being a contributor on KTVI Fox 2 St. Louis in the Morning.

Don is a member of the Million Dollar Round Table’s (MDRT) elite Top of the Table. MDRT is the Premier Association of Financial Professionals where members are recognized for their outstanding professionalism and knowledge related to financial topics.

In January 2019 Don was recognized in St. Louis’ Small Business Monthly as one of the “Most Admired Business Leaders” in our city for The Chamberlin Group’s contributions to the community.  Don was also awarded a certificate of excellence by The American Financial Education Association (AFEA) , a 501(c)(3) non-profit financial education organization with 200 chapters nationwide for conduction more educational classes in 2018 than any other educator in the country.

Don has been married to Susie (Shipman) Chamberlin for 34 years. Susie is always supportive of Don helping people in their community with retirement issues. They both love their two dogs and are huge fans of the St. Louis Cardinals and love going to the home and road games.

Pat joined the Chamberlin Group after a 12-year career at Scottrade.  There, he started out in their national call center, improving the clients understanding of the financial markets and the tools and resources available to them.  He then worked in a branch office in Dallas, Texas as an investment consultant.  He continued to focus on educating clients and providing them with the information they needed to make the best possible decisions about their finances.  After approximately 2 years in Texas, Pat was promoted to a role in Scottrade’s corporate headquarters in St. Louis where he trained, coached and managed branch associates. Pat is one of the first advisors in the State of Missouri to achieve the National Social Security Advisor Certificate setting him apart as a leader in Social Security & Income Planning.

Pat graduated from the University of Dayton with a degree in Finance.  He later returned to school at Webster University and achieved a Master’s in Business Administration (MBA).  Pat lives in South City with his wife Laura, son Owen, and daughter Molly

Planning for your financial success is complicated in

today's world. A broad knowledge of everything from

complex investment products to elaborate tax law is

required. As the scope of financial services grows, so

does the need for professionals to provide these

services. That's why we approach your financial

planning needs with a team of specialists. It's the key

to our success, and yours. We look at your whole

financial picture from a cross disciplinary perspective.

This allows us to find coordination gaps or

opportunities with your overall financial plan.

Certified Financial Fiduciary® (CFF) upholding the

highest moral, ethical and fiduciary standards of

service

Twenty-six years combined experience: Financial

planning and advising, consulting, and fiscal

management

FINRA Series 7 & 66 Registrations

Life, Health, Disability, & Long-Term Care Licenses

Member of Community of Christ Church

Volunteer for numerous charitable organizations

Eagle Scout: Boy Scouts of America, Heart of

America Council

2018 & 2019 Five Star Wealth Manager Award

Recipient*

S P E C I A L I Z A T I O N S

FAMILY PROTECTION

WEALTH ACCUMULATION

BUSINESS RETIREMENT PLANS

INDIVIDUAL RETIREMENT PLANS

BUSINESS CONTINUATION

M O R E A B O U T B R E N T

Brent and his wife, Michele, have been married for

27 years. They have a son, Cole, and a daughter,

Rian, with whom they support and participate in

numerous sports and music activities together. The

Caswell family lives in Independence, MO.

With a myriad of changes occurring in our industry, a core attribute is adaptability. This is one of the key strengths of P.R.A.I.S. and of its' Principle Owner, Dana Gibson.

P.R.A.I.S is one of the premier Independent Retirement Planning Organizations/General Agencies in the nation. Dana has adapted to the changing needs of clients by enhancing services with full-service consulting based on a holistic, all facets approach to retirement planning & income. With his guidance and commitment to the industry, he’s driven innovation and best-in-class service on multiple fronts for nearly 1,000 clients across the United States. Dana's thought leadership is sought by many, and he frequently serves as a keynote speaker for insurance organizations, regulatory bodies and news media.

Dana is also a founding member of The Masters Institute as well as chapter president of the Society For Financial Awareness (SOFA).

Bill offers 360* financial planning, with a focus on protected income streams and tax minimization.  Having been a financial professional since 1993 has given Bill a unique perspective on various economic climates, and which strategies work well in each setting.  Bill helps his clients prepare tailored income and cash flow solutions designed to last throughout retirement, and is a best-selling author of “The 7.0% Solution”.  Besides being a licensed tax professional, Bill is also a Certified Financial Fiduciary^® (CFF) , RICP^®  (Retirement Income Certified Professional), Certified Senior Advisor (CSA)^®, and CSFP (Chartered Senior Financial Planner).  Bill is a Qualifying Life Member of the Million Dollar Round Table financial services organization, representing 2% of financial professionals worldwide.

Bill is a graduate of the US Military Academy at West Point, and a Gulf War Veteran.  Bill and his wife Sheri have been married 29 years.  They are the founding directors of the Lifeway Center Inc, an area community organization that gives away over $1.2 Million of assistance annually to local residents in need via the Shepherd's Nook Food Pantry and Project Win Cancer Support Group, which they also help manage.

Dustin is a licensed Investment Advisor Representative with Woodbury Financial Services.

As a Managing Partner of Gateway Capital Advisors, Dustin enjoys taking a consultative approach to Financial Planning; this enables him to serve the complex needs and issues of successful families and business owners. "My primary objective is to be a trusted resource not only for my clients but for the ones they care about most." This mentality allows Dustin to treat each client's situation individually and match those scenarios with the most appropriate and efficient financial tools in the marketplace. By effectively helping families manage risk, investment costs, and long-term planning, we pride ourselves in giving clients the opportunity to achieve true financial success.

Dustin has a Bachelor’s Degree in Finance and holds FINRA Series 6,7, 63 and 65 securities licenses as well as his insurance licenses. 

Dustin currently resides in Kirkwood with his wife Blair and his two Sons, Hudson and Brooks.