Fiduciary Advisors, Inc. Staff & Credentials


John Hefele, CPA, President*

Daniel D. Watt, Personal Trust Consultant*

Todd Grizzle, CFA, AIF, Investment Consultant*

Melinda Trachsel, QKA, QPFC, Client Relations Manager*

Natalie Schaefer, CPA, Consultant*

*Each of these team members is currently registered with the U.S. Securities Exchange Commission as required under the Investment Advisers Act of 1940.

Professional Associations
Our team holds memberships, accreditations or designations from:

American Society of Pension Professionals & Actuaries (ASPPA)

  • QKA (Qualified 401(k) Plan Administrator)

  • QPFC (Qualified Pension Financial Consultant)

CFA Institute

  • Chartered Financial Analyst

Center for Fiduciary Studies

  • AIF (Accredited Investment Fiduciary)

American Institute of Certified Public Accountants

Missouri Bar Association

Missouri Society of CPAs