About Us

Selecting a financial consultant is one of the most important decisions you will ever make. My sound conservative guidance aims to help clients manage and preserve their retirement assets. 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 comprehensive 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 consultants 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.

Check the background of this investment professional on FINRA's BrokerCheck.

BrokerCheck^® by FINRA

Holds Series 6 and 63 registrations through LPL. Bob offers securities only and does not offer advisory services.
This LPL Financial registered representative may only discuss and/or transact securities business with residents of the following states: AR CO FL IL KS MA MO WI

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 are active with the local causes Voices for Children and the Children’s Heart Association. In his free time, Joseph enjoys golfing, yoga, doing stand-up comedy and comedy screenplay writing.

Check the background of this investment professional on FINRA's BrokerCheck.

BrokerCheck^® by FINRA

Holds Series 6, 7, 63 registrations held through LPL Financial and 65 registration held through The Yanker Group.
This LPL Financial registered representative may only discuss and/or transact securities business with residents of the following states: AL IL MO FL

Sam Norton is a Financial Advisor at The Yanker Group who partners with individuals and families navigating increasingly complex financial decisions. Based in the St. Louis area, Sam helps clients bring clarity and organization to their financial lives through comprehensive financial planning and wealth management—so they can focus on what brings them joy.

Sam’s approach is rooted in disciplined, goals-based planning, combining thoughtful analysis with a relationship-driven style. He serves as a valued advisor who provides strategies directly or coordinates with best-in-class professionals to deliver a “family-focused-office-style” planning experience without the traditional barriers.

After earning a degree in Economics from Rockhurst University, Sam began his career in 2016 as an investment banker. He later transitioned to wealth management; drawn to work directly with individuals and families in a long-term, relationship-driven capacity. Sam earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2024 and the Certified Exit Planning Advisor (CEPA®) designation in 2025. He remains committed to continuous learning to better serve clients as their needs evolve.

Outside of his advisory work, Sam serves on the Board of Directors for The Buddy Fund and chairs its annual golf tournament. He lives in the St. Louis area with his wife Ali, and their daughter Eliza. He enjoys golfing, family time, and supporting local businesses and community initiatives.

Areas of Expertise

• Holistic Financial & Retirement Planning
Bringing clarity and structure to complex financial decisions through integrated, goals-based planning that supports confident decision-making before and throughout retirement.

• Investment Strategy & Wealth Management
Designing disciplined, long-term investment strategies aligned with objectives, risk tolerance, and evolving life circumstances.

• Advanced Tax Planning & After-Tax Optimization
Using proactive and advanced planning strategies to reduce taxes today while improving long-term, after-tax outcomes.

• Exit & Succession Planning
Guiding business owners through the financial, tax, and personal considerations involved in transitioning ownership and preserving long-term value.

• Wealth Protection & Legacy Coordination
Managing risk and coordinating estate and legacy planning to help preserve wealth and support future generations.

Laura Scott has extensive experience as an Administrative and Executive Assistant as well as an Office Manager in her jobs from Silicon Valley, Los Angeles, and San Diego areas. She grew up and went to school in San Jose California. She started her career as a Legal Secretary working for several attorneys in the estate planning and family law fields. She then dabbled in graphic design for a short period of time and then went to work for Sun Microsystems for 12 years before being laid off around the time Sun was taken over by Oracle.

Laura’s husband Lomart’s career as a Field Medical Laboratory Technologist has taken us from our hometown area of Silicon Valley down the state of California through Southern California and across the country to St. Louis where she has worked in different industries such as transportation, medical, education, development and fundraising as well as pharmaceutical.

Laura resides with her husband, Lomart and their four-legged daughter, Biscuit in Ellisville. Her hobbies include world travel, cooking, crafting, and spending time with family and friends.

Born and raised in St. Louis, Steve earned a Bachelor of Science degree in Business Administration, with a major in Finance from St. Louis University.

Steve first entered the financial services industry in 1986 with Dean Witter Reynolds, which eventually merged with Morgan Stanley.

During his career, Steve has also served and a Correspondent Banking Officer, and a Trust Officer with Central Bank, and is a former member of the Estate

Planning Council of St. Louis. Most recently, before joining The Yanker Group, Steve was an advanced trader with Wells Fargo Advisors.

Steve currently holds the following licenses: FINRA Series 7, 9, 10, 63 (held with LPL Financial) and 66 (held with LPL and The Yanker Group).