Butler Associates Financial Planners Inc – St. Louis, MO

Butler Associates Financial Planners Inc – St. Louis, MO2018-11-13T13:38:26+00:00

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BUTLER ASSOCIATES FINANCIAL PLANNERS INC

10733 Sunset Office Drive
Suite 259A
St Louis, MO 63127
Phone: 314-842-6555
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James Butler

James Butler

Phone: 314-842-6555
jimbutler@b-a-f-p.com

Registered Representative
CFP®, CLU, ChFC, AEP®, MSFS

A passion for investing led Jim, in partnership with his father, to found Butler Associates Financial Planners in 1987. After a 22-year management career with Monsanto, Jim now has the privilege of continuing to work with numerous clients of his late father.

With a master’s degree in financial services from The American College in Bryn Mawr, Pa., and professional designations of CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), and AEP (Accredited Estate Planner), Jim provides crucial investment planning, insurance/tax planning, and retirement/estate planning advice for individuals and small business owners. Membership in the St. Louis chapters of the Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors, the Financial Planning Association, and the Estate Planning Council further enhance his credentials. Jim has served as president of the St. Louis Chapter of the Society of Financial Service Professionals.

A native of St. Louis, Jim enjoys traveling with his wife and high school sweetheart, Diane; teeing up on the golf course; and playing an active role in his church and community. They have three children and three grandchildren.

Kaitlin Kaveler

Kaitlin Kaveler

Phone: 314-842-6555
kaitlinkaveler@b-a-f-p.com

Administrative Staff

Kaitlin Kaveler joins our team after graduating from Missouri State University where she studied finance and marketing. After recently acquiring her life and health insurance license, she continues to study for her Series 7 and Series 66 registrations.

A native of St. Louis, Kaitlin is an avid Cardinals baseball and Blues hockey fan. When she isn’t rooting on her hometown teams, you can find her enjoying time with her family and keeping up with her nieces and nephews.

Registered Representative

Administrative Staff

Since 2003, Nancy has kept the Butler office running smoothly and is the friendly face welcoming clients upon arrival. Meeting and interacting with those individuals is her favorite part of the job, which also includes administrative tasks and serving as notary public.

A native and current resident of Waterloo, Ill., Nancy is a licensed life and health insurance agent. Outside of the office, she can be found in her garden (Master Gardener and Master Food Preserver are other titles she’s earned) or fishing and camping with her husband, George. Mother to three adult children, she is also a proud grandmother.

Registered Representative

A partner since 2000, Amy came to Butler Associates in 1988 after learning the financial planning process at IDS/American Express and as a stockbroker with Kidder, Peabody and Company. Her credentials include Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and the Chartered Advisor for Senior Living (CASL) professional designations. Amy also has served as president of the local chapter of the Society of Financial Service Professionals, an organization in which she remains active today.

A passion for speaking combined with an in-depth understanding of her field affords Amy many opportunities to educate professional organizations, workplaces and other audiences at the regional and national level about the benefits of financial planning.

Amy is particularly well versed in the areas of saving for retirement, defined benefit plans, and managing lump-sum payouts and 401(k) distributions.

Thomas Tanurchis

Thomas Tanurchis

Phone: 314-842-6555
tomtanurchis@b-a-f-p.com

Registered Representative

Since joining Butler in 1998, Tom has advanced into the role of Account Executive and is a Registered Investment Advisor Representative. A graduate of the University of Missouri-St. Louis, he holds dual degrees in finance and marketing. As a RIA representative, registered stockbroker, and life and health insurance agent, Tom is qualified to assist clients in all areas of financial planning, from research and strategizing to trading and account maintenance. He holds Series 7 and Series 65 registrations.

Tom and his wife, Kim, have two children, John and Avi. When away from the office, he is likely to be found spending time with his young family or on the golf course.

Securities offered through FSC Securities Corporation – a registered broker dealer. Member FINRA/SIPC. Insurance Services offered are not affiliated with FSC Securities Corporation.

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