About Us

Anchor Pointe Is A Fee-Only Fiduciary 

If you're looking for a guide for your financial future, you've come to the right place. 

Anchor Pointe was created with your needs in mind! Our goal is to take away the stress of finances -- and we do this by helping you in the very same way that we would help our family members or ourselves. 

As a fee-only fiduciary, we're compensated by our clients, not insurance and investment companies. This results in transparent conversations, true solutions and no feeling of products over assistance. Your cost is clear and transparent, so you always feel confident about the value you are receiving.  

When you work with our team, you'll discover that we offer fair, unbiased advice based on your goals. No hidden agendas and no commission-based structure to influence decision making! We look forward to serving you. 

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Meet Our Team

Derieck Rounded 2-1
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J.Derieck Hodges, CFP®
Founder & Owner

How I arrived at Anchor Pointe:
After working with another financial planning firm for over a decade, I formed Anchor Pointe to create a fee-only, fiduciary planning firm that could provide comprehensive planning services to clients without many of the conflicts and restrictions found with traditional financial planning firms.

Favorite part of the job:
I like assisting clients in determining what their values and goals are in their ideal life. We then create financial plans that provide a clear path to accomplishing those goals so they can live their life on purpose and without regret. I love helping play a part in that.

Education:
CERTIFIED FINANCIAL PLANNER™, Tarkio College, Bachelor of Science in Management

When I’m not working:
My wife and I are fortunate to have our daughter, Amanda, and our four grandchildren nearby. We spend a lot of time with them, are active in our church and love spending time boating at the lake.

derieck@anchorpointewealth.com
(573) 747-4881 (Direct Line)

Sam Schwartz, CFP®
Wealth Manager

How I arrived at Anchor Pointe:
I first had the opportunity of meeting Derieck and Carrie back in 2018 while onboarding them to the AssetMark investment platform. I always knew I wanted to be in an advisory role as a practitioner. After over five years of working as an investment platform consultant at AssetMark, working with elite financial advisors from around the country, I was ready to make a change. I loved the people, programs, and financial planning processes at Anchor Pointe Wealth Management, all of which aligned well with my values and brought me to where I am today.

Favorite part of the job:
I'm passionate about working with people and have a strong desire to help others reach their “financial freedom” goals through strategic planning. 

Education:
CERTIFIED FINANCIAL PLANNER™, University of Missouri, BA in Finance and Banking

When I’m not working:
When he’s not working hard to bring clients financial peace of mind, Sam loves to hit the links, craft cocktails at home, perfect his gardening techniques, snowboard, and plan trips around the world.

sam@anchorpointewealth.com
(573) 271-2873 (Direct Line)

Carrie Litzelfelner
Client Service Manager

How I arrived at Anchor Pointe:
Derieck and I had been friends and neighbors for years. I’d spent most of my professional life working at the university and was looking for a change. I wanted more people interaction and a more challenging career at the same time he was looking to expand his staff. Our ability to trust each other and provide that confident level of integrity to our clients made it a perfect match.

Favorite part of the job:
For me, it is the personal connection I feel to the people I work with and the clients we serve. I really enjoy knowing I am making a difference in our clients’ lives.

Education:
Southeast Missouri State University, BS in Health Management

When I’m not working:
I love spending time with my family. You can find us playing pickleball or watching any local sporting event. I also enjoy taking care of and loving my zoo at home.

carrie@anchorpointewealth.com
(573) 747-4931 (Direct Line)

Lisa - Rounded

Lisa Nowicki
Bookkeeper

How I arrived at Anchor Pointe:
Prior to joining the Anchor Pointe Wealth Management team, I retired from my career with Sherwin Williams, located in the Chicagoland area in 2016.

My husband, Ted, and I recently became “empty-nesters” and relocated to the Cape Girardeau area to be closer to family and enjoy a friendlier, slower pace of living.

Favorite part of the job:
I enjoy getting to know each and everyone of our clients personally through the daily interactions I have with them.

When I'm not working:
My husband and I are pet parents to a Golden Retriever named Sadie and several cats. In my spare time I enjoy reading, cooking, organizing, and planning and hosting events and gatherings