Carlton Hofferkamp & Jenks

The Principals at CHJ have a combined experience of nearly a century when it comes to markets and market cycles. We have managed money for clients through the crash of 1987, the tech bubble bursting bear market of 2000-2003, and the financial crises of 2008-2009. We can attest with certainty that the biggest deterrent to successful investing is the investor's behavior.

1 Let's talk about goals. What are the 2 or 3 most important things you want to accomplish with regards to your finances? 3 Tell us about how you feel about risk and volatility. We have ideas to share with you about how we view risk and volatility, but we want to know how you view things. Thank you for submitting your questionnaire, our Client Relations Department will contact you to confirm your complimentary consultation appointment.

With over 36 years investment experience, Jim began his career as a Financial Consultant with Merrill Lynch and Stifel Nicolaus in St. Louis. Later he became Chief Investment Officer for Clayton Asset Management and Clayton Equity Partners hedge fund. He joined Sterling Bank in 2001 and became a Senior Vice President and Manager of Sterling Bank's Private Client Services.

Florence's experience spans nearly 30 years in financial services and investments. She began her career with investment firms Smith Barney, Oppenheimer and Merrill Lynch in client service and Financial Consulting. She has served as Vice President of Trading Operations and Operations Manager with Bridge Trading Company, Koch Industries and Chilton Capital Management.

Hunter is a CERTIFIED FINANCIAL PLANNER practitioner who has over 20 years' experience in the financial services industry. He works closely with clients on establishing their financial goals and developing a plan through a series of investment and insurance strategies. Once in place he guides the clients through implementation and monitoring of the plan as the client's needs change.