At Anchor Pointe, family drives everything we do
We view our team and clients as family, based on trust, care, and shared values.
Comprehensive care for your wealth today, tomorrow, and beyond
Financial Planning
Transform financial complexity into a clear, purposeful strategy that grows alongside your life — aligning your current reality with your future ambitions through a dynamic, holistic approach that turns uncertainty into confidence.
Tax Optimization
Maximize after-tax return potential with our proactive Intelligent Wealth technology. We deploy sophisticated strategies to ensure your assets work harder for you with ongoing optimization.
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Trust & Estate Planning
Secure your legacy with a structured approach that protects your assets and legacy. We help navigate complexities of wealth transfer to provide peace of mind for you and your family.
Generational Wealth Planning
Preserve not just your capital, but your family’s financial values across multiple generations. We facilitate the seamless transfer of stewardship, ensuring your hard-earned success continues to empower your family.
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Investments & Portfolio Management
The perfect synthesis of human insight and advanced technology. We construct resilient investment strategies tailored to capture growth while aligning to your risk-reward parameters.
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Retirement Planning
Define your next chapter with confidence by bridging the gap between today’s savings and tomorrow’s freedom. Our strategic foresight helps you transition from accumulation to independence on your own timeline.
Small Business Services
Align your company’s balance sheet with your personal wealth goals — optimizing your financial infrastructure to fuel growth and maximize long-term value.
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Institutional Resources
Stewardship that honors your mandate. We assume the weight of fiduciary responsibility, delivering sophisticated investment management that empowers your team to focus on the firm's mission.
What our clients say
Our process to guide you to — and through — retirement
Brief introductory call to discuss your goals and financial needs.
Share your financial documents and meet with our team for a roadmap tailored to your future.
Build a comprehensive financial plan that aligns with your objectives while identifying opportunities for growth and improvement.
A team of trusted advisors
As a fiduciary, we focus on planning and managing your financial future — not selling products. We are legally obligated to act in your best interest, serving as a dedicated partner for you and your loved ones.
Ways we can help
You're 50+ with over $1 million saved for retirement — but you have questions. This list highlights common challenges our clients face. If you have specific concerns about your situation, we're here to help — reach out to us.
What will my income sources be in retirement and how will each be taxed?
How will my tax situation evolve throughout retirement? How do I navigate that?
What are the best tools for giving during, and after, my lifetime?
How can I involve my family in my charitable giving?
How much wealth do I want my children (or grandchildren) to inherit, and at what ages?
What protections can I put in place for my loved ones around any future inheritance?
What strategies can I use to reduce future estate taxes (federal or state)?
Our team
Derieck Hodges
Derieck provides strategic financial guidance to individuals and families navigating major life milestones. His expertise encompasses financial planning, tax-efficient income strategies, estate planning, and corporate incentive optimization. He has specific experience assisting clients with AT&T retirement benefits, including 401(k) plans, pension options, performance shares, and stock options. His approach aligns current financial needs with long-term objectives. Before entering wealth management, Derieck served as a combat engineer platoon leader in the Missouri Army National Guard, having commissioned as an Army 2nd Lieutenant via the R.O.T.C. program at Southeast Missouri State University. He earned a B.S. from Tarkio College in 1991. An active community member, Derieck volunteers with his local Rotary Club, United Way’s Read to Succeed, and Junior Achievement.
Derieck provides strategic financial guidance to individuals and families navigating major life milestones. His expertise encompasses financial planning, tax-efficient income strategies, estate planning, and corporate incentive optimization. He has specific experience assisting clients with AT&T retirement benefits, including 401(k) plans, pension options, performance shares, and stock options. His approach aligns current financial needs with long-term objectives. Before entering wealth management, Derieck served as a combat engineer platoon leader in the Missouri Army National Guard, having commissioned as an Army 2nd Lieutenant via the R.O.T.C. program at Southeast Missouri State University. He earned a B.S. from Tarkio College in 1991. An active community member, Derieck volunteers with his local Rotary Club, United Way’s Read to Succeed, and Junior Achievement.
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Sam Schwartz
Sam and the Anchor Pointe team develop multi-generational financial plans focused on helping clients manage wealth with clarity. A CERTIFIED FINANCIAL PLANNER® professional, Sam holds a B.B.A. in Finance and Banking from the University of Missouri. Sam began his career in institutional finance, where he gained experience in banking and investment consulting. He applies this institutional rigor to personal wealth management. After serving as an investment consultant from 2017 to 2022, he officially joined Anchor Pointe. He works with clients to shift the focus from basic retirement concerns to identifying how to best support the people and causes they care about most. Based in Highland Park, Illinois, Sam lives with his wife and two children. Outside of the office, he enjoys spending time on the water, crafting cocktails, snowboarding, and traveling.
Sam and the Anchor Pointe team develop multi-generational financial plans focused on helping clients manage wealth with clarity. A CERTIFIED FINANCIAL PLANNER® professional, Sam holds a B.B.A. in Finance and Banking from the University of Missouri. Sam began his career in institutional finance, where he gained experience in banking and investment consulting. He applies this institutional rigor to personal wealth management. After serving as an investment consultant from 2017 to 2022, he officially joined Anchor Pointe. He works with clients to shift the focus from basic retirement concerns to identifying how to best support the people and causes they care about most. Based in Highland Park, Illinois, Sam lives with his wife and two children. Outside of the office, he enjoys spending time on the water, crafting cocktails, snowboarding, and traveling.
Carrie Litzelfelner
Carrie has been a key member of Anchor Pointe for seven years – bringing dedication, warmth, and a deep sense of care to both her team and the clients they serve. She takes pride in creating a seamless and supportive experience for every client.
Outside of work, Carrie enjoys spending time with her family, whether they are playing pickleball or cheering on their favorite teams at sporting events. She also embraces the joy (and occasional chaos) of caring for her beloved “zoo” of animals.
Carrie has been a key member of Anchor Pointe for seven years – bringing dedication, warmth, and a deep sense of care to both her team and the clients they serve. She takes pride in creating a seamless and supportive experience for every client.
Outside of work, Carrie enjoys spending time with her family, whether they are playing pickleball or cheering on their favorite teams at sporting events. She also embraces the joy (and occasional chaos) of caring for her beloved “zoo” of animals.
Cherie Stembel
Cherie brings over 40 years of service experience in the insurance and communications industries to her role with Anchor Pointe, rooted in a deep commitment to client care and operational excellence.
A graduate of Southeast Missouri State University with a degree in Mass Communications, Cherie has called Cape Girardeau home since high school. Outside of work, Cherie enjoys creative pursuits with her husband, Brett – including refinishing furniture and crafting unique art pieces.
Cherie brings over 40 years of service experience in the insurance and communications industries to her role with Anchor Pointe, rooted in a deep commitment to client care and operational excellence.
A graduate of Southeast Missouri State University with a degree in Mass Communications, Cherie has called Cape Girardeau home since high school. Outside of work, Cherie enjoys creative pursuits with her husband, Brett – including refinishing furniture and crafting unique art pieces.
Go Farther: Elevating your experience
More staff resources ensure personalized attention and dedicated support.
Clients may benefit from access to competitive pricing on services like alternative asset custody.
This partnership allows us to maintain our personalized approach while leveraging additional resources to better serve both you and your family.
