Meet the Team
Our advisors are well-versed in all aspects of wealth planning for individuals, families and business owners. Scott Yanker has met the stringent requirements to be designated as a CERTIFIED FINANCIAL PLANNER™ professional:
CFP® Certification: The Standard of Excellence
Only a select group of planners have met the rigorous education, examination, experience and ethics requirements (set forth by the CERTIFIED FINANCIAL PLANNER Board of Standards) necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals. CFP® certification is a symbol of advisors’ knowledge and credibility among their peers; and indicates advisors’ status as qualified, trustworthy financial planners.
Scott W. Yanker, CFP®—President
Scott Yanker began his career in 1984 with Allmerica Financial, and transitioned to LPL Financial in 2003. His role at The Yanker Group is to help clients plan and secure their financial future, and identify talented financial advisors who may be interested in joining the firm. He specializes in retirement distribution planning and tax planning analysis. Scott W.Yanker, CERTIFIED FINANCIAL PLANNER™, provides comprehensive financial planning services that utilize specialists within and outside the firm when necessary. He holds the CERTIFIED FINANCIAL PLANNER™(CFP®) designation; as well as Series 6, 7, 24, 31, 63 and 65 registrations through LPL.
Scott was nominated as one of Barron’s Top 100 Advisors in Missouri for the years: 2013–2014. This ranking is based on three components: assets managed, revenue produced and quality of practice. He was also recognized as a Five Star Wealth Manager, as published in St. Louis magazine from 2010 to 2014. The 2012–2013 Five Star Wealth Manager is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.
Scott and his wife, Carol, live in Ballwin with their two children. Away from the office, Scott enjoys golf, reading, cardio and weight training. He also spends time listening and learning from the best folks in the finance and business worlds. One of Scott’s favorite quotes is:
Count your blessings, not your troubles!
2014 FIVE STAR Best Manager as seen in St Louis magazine.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list for 2014 Five Star Wealth Managers.
Bob Drury—Financial Consultant
Selecting a financial advisor is one of the most important decisions you will ever make. Don’t leave your retirement to chance. My sound conservative guidance has helped clients manage and preserve their retirement assets since 1998. I specialize in helping retirees, pre-retirees and families in the St. Louis area invest for all phases of their lives by striving to provide the highest level of independent and objective financial advice.
I grew up in Massachusetts, where I attended St. Joseph’s High School. I then when on to play collegian baseball at American International College where I graduated with a Bachelor of Science in Business Administration (BSBA). After moving to St. Louis I married my wife Peggy in 1988. We currently reside in Ballwin and are blessed with two children, Jackie and RJ. We are members of Holy Infant Parish. In my spare time, I enjoy golfing, watching my son play competitive weekend baseball and grilling on the “Big Green Egg”. I am a Master Mason as well as a Scottish Rite and Moolah Shrine member.
My firm has been working with individuals and businesses in the area since 1998 and our advisors are licensed through LPL Financial to sell a variety of investments and insurance products. As my client, I will provide you with clear, easily understood explanations of financial products and services. I believe my clients trust me to help them develop a personalized program that can provide a roadmap to working toward a more secure financial future.
We are dedicated to developing lasting relationships with all our clients. I’m looking forward to using my experience to help you pursue your financial goals.
This LPL Financial registered representative may only discuss and/or transact securities business with residents of the following states: AR CT FL IL KS MA MO WI
Joseph P. Farhatt, MBA—Financial Advisor
Joseph Farhatt has over a decade of experience in the financial services industry. He began his career with the Northwestern Mutual Financial Network, where he specialized in designing and implementing executive benefit plans for community bankers using bank-owned life insurance (BOLI). Prior to his career in finance, Joseph spent 17 years as the marketing and merchandising manager for the Steve Mizerany and Joe Farhatt New Deal Warehouse and Showroom of Appliances.
Now with The Yanker Group, Joseph specializes in developing retirement income strategies through research, portfolio construction and financial analysis. Depending on the phase of retirement the client is in, Joseph incorporates a diverse investment offering that may include stocks, fixed income and alternative investments.
Joseph received a BA in marketing from St. Louis University, and an MBA from Fontbonne University. He is a member of the Financial Planning Association and the Financial Services Institute.
A St. Louis native, Joseph and his wife, Jean, still live in the city, where he is active with the local causes Voice for Children and the Children’s Heart Association. In his free time, Joseph enjoys golfing, fishing, yoga and creating delicious meals on the grill.
This LPL Financial registered representative may only discuss and/or transact securities business with residents of the following states: AR IL MO
Carlye Ann Yanker—Wealth Management Assistant
Carlye Yanker, wealth management assistant showed passion for her future financial career during her years at the University of Kansas as the Student Senate Treasurer. This position included many responsibilities, but most importantly she managed the Student Senate’s annual $24,000,000 budget consisting of student campus required fees. She led the finance committee in allocation of funds to a variety of student organizations all over campus. She also served as an ex officio member on ten advisory boards and committees as a financial aid for each required campus fee. It was an important position as she was representing the student body financially and had a fiduciary duty to manage campus fees appropriately.
In addition to Student Senate Treasurer, she served as President of Mortar Board, a national honor society recognizing college seniors for their exemplary scholarship, leadership, and service. Even though she was incredibly busy senior year, she enjoyed the experience with Student Senate and Mortar Board and is implementing the skills learned in her career today.
After graduating from the University of Kansas with a Bachelor’s degree in Finance and Accounting she started as a Financial Representative at Fidelity Investments in Dallas, TX. At Fidelity, she assisted clients with their financial questions in the call center as well as the local branch in Dallas, TX. After 2 years at Fidelity Investments, she continued her financial career as a Registered Associate at Morgan Stanley. She supported financial advisors in various roles such as client services and coordinating client events. After almost 4 years in Dallas, TX she decided it was time to move home and start working with her family at The Yanker Group. Her long term goal is to be a financial advisor and enjoys helping clients pursue their financial dreams.
In her spare time, she enjoys reading, traveling especially to Europe, and spending time with family and friends.
This LPL Financial registered representative may only discuss and/or transact securities business with residents of the following state: MO
Carol Yanker—Director of Operations
Carol Yanker has worked in the client services and financial services industry for more than four years. Her previous experience was as a sales representative for Chemtech Industries. At The Yanker Group, Carol is responsible for compliance follow-through, audits, hiring and training, and general office supervision. She received a BS in business administration from Southeast Missouri State University.
Carol and her husband, Scott, live in St. Louis, where she enjoys volunteering at the St. Wenceslaus Food pantry and the Holy Infant Parish. A quote that has great meaning for Carol is:
Success is not final, failure is not fatal; it is the courage to continue that counts.
Jean Egart—Client Care Assistant
Jean Egart is the cheery voice you’ll hear when you call The Yanker Group’s offices. When you visit the firm, she will be the smile you see when you come in for a meeting. Jean joined the team in 2013 after a career in the automotive industry. She has a BS in business administration from Southeast Missouri State University.
Away from the office, Jean enjoys spending time with her husband and daughter. Her hobbies include cooking on the grill alongside family and friends, swimming and golfing. A favorite quote of Jean’s is:
Things turn out best for people who make the best out of the way things turn out.