About us
Meet Our Group
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Michael L. Moeller is President of Moeller Investment Group. Prior to his current role, he had been Managing Director – Investments with Wells Fargo Advisors since 1995. Mike is a Private Investment Management (PIM®) Portfolio Manager and makes discretionary investment decisions based on clients’ objectives and current market events. Mike has received numerous accolades over the years, including being named #1 in Missouri to Forbes Best-In-State Wealth Advisors in 2021 as well as #2 in Missouri on Barron’s Top 1200 Advisors 2021. He was previously recognized as a Forbes Best-in-State Wealth Advisor for 2018, 2019 and 2020; as well as Barron’s Top 1,200 Advisors from 2009-2020. Mike is an alumnus of Indiana University where he graduated with highest honors from the Kelley School of Business. Mike and his wife, Amy, have four children, Abigail, Madison, Faith & Luke.
The Forbes Best in State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
The Barron’s Top 1200 Advisor rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.
Matthew Erbacher is a Senior Financial Advisor with over 30 years of experience in the industry. He joined Wells Fargo Advisors in 1990. He is a graduate of Eastern Illinois University with a BS in Business Administration. Matt is an avid outdoorsman, hockey player, and sports enthusiast. He likes doing construction projects and enjoys traveling. He has two sons, Brandon and Brett.
Jeff Baker has been a financial advisor for 33 years, spending the last 16 with Wells Fargo Advisors Financial Network or predecessor firms. Focusing on wealth management and individual retirement planning, Jeff offers a full spectrum of planning services. His practice has always been based on providing personalized and knowledgeable advice with an emphasis on integrity and client service. He is committed to helping individuals and families develop investment strategies designed to meet their personal needs and goals, both today and in the future. Working together, he can help you feel more confident and connected with your financial life.
Dan Entzeroth is a Senior Financial Advisor dedicated to helping families, individuals and business owners develop financial and investment strategies that line up with their needs, goals and risk tolerance. In addition, Dan is also a CERTIFIED FINANCIAL PLANNER™ professional which allows him to give customized comprehensive financial advice to help meet his clients’ needs. He graduated with Magna Cum Laude honors from Quincy University, with a degree in Accounting. Dan enjoys spending time with his wife Suzanne and growing family! He is also an avid outdoorsman, sports fan, and enjoys volunteering and supporting local causes.
Dan Hummert is a Senior Financial Advisor. His emphasis includes goals-based investment planning based on clients’ asset growth or income distribution needs. Dan has received the distinction of a CERTIFIED FINANCIAL PLANNER™ certification and a Chartered Retirement Planning Counselor(sm) designation. He graduated from Washington University in St. Louis, Olin Business School.
Kirstin Mower is the Branch Manager and has been in the industry since 1997. Kirstin provides administrative and supervisory support for the practice and received the Premier Client Associate distinction from Wells Fargo Advisors from 2010-2018. She graduated Cum Laude from the University of Missouri – Columbia. Outside of the office, she enjoys traveling, exploring new restaurants, cooking, and spending time with her family and friends.
The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Jill Kleinschmidt is a Senior Client Associate with Moeller Investment Group. She joined our predecessor firm in 1993 after earning a degree in Marketing Management from Missouri State University. Wells Fargo Advisors honored her with the Premier Client Associate Award in 1993 for her consistent display of professionalism, integrity and core leadership values. Away from the office, she enjoys outdoor adventures with her husband and their two children.
The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Maura Lem is Vice President, Registered Client Associate working with clients to help achieve their investment goals and brings over 13 years of experience as a Financial Advisor and Regional Recruiting Director with Wells Fargo Advisors Financial Network, LLC. Maura has received the distinction of a Certified Retirement Planning Counselor® designation. She earned an MBA from Saint Louis University and graduated Magna Cum Laude with a BSBA from the University of Missouri. Maura enjoys time with her husband, their daughter, family, friends and volunteering.
Allison Mathias is a Registered Client Associate. She brings 11 years’ experience working in the financial services industry. Allison is a graduate of the University of Kansas with a degree in Journalism- Strategic Communications. She has a passion for client service, and helping clients get their financial accounts in order. Outside of the office you can find her spending time with her husband, socializing with family and friends, traveling, enjoying good food and finding new things to organize.
Investment and Insurance Products are:
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