David K. Hovis, MBA: President & Chief Executive Officer
David joined Hovis & Associates in March 2000 as an insurance and investment broker. Today, his primary responsibilities include managing the overall operations and corporate strategy of Hovis & Associates; consulting with the firm’s Medicare clients; and advising the firm’s financial clients with strategies to achieve their financial goals.
David has served on the Board of Directors of the De Soto Chamber of Commerce as well as acting as its past President. He also served as the Treasurer and Board Member of the De Soto Bicentennial Committee. David is currently a Board Member of the Jefferson County Growth Association and a Board Member of First State Community Bank.
David enjoys working in the business with his wife, Heather, and his brother, Kevin. He also enjoys backyard barbecues and swim parties with his wonderful daughters, his beautiful wife and three amazing dogs.
Phone: (636) 937-4343 | Fax: (636) 931-6918 | E-mail: firstname.lastname@example.org
- Series 7, 2000
- Series 65, 2009
- Series 63, 2000
- Financial Registrations: CA, CO, FL, GA, IL, MO, SC, TX
- Life, Accident & Health Insurance License, 2000
- Property & Casualty Insurance License, 2000
- Life Variable Contract, 2001 IL, MO, FL
- University of Missouri – Columbia, MO MBA, 1999
- University of Missouri – Columbia, MO BS in Business Administration: Management and Marketing, 1997
Kevin joined Hovis & Associates in 2004 and acquired all necessary licenses to become an insurance and investment broker. His primary responsibilities are to manage over 200 independent insurance brokers with contracting, certifications, continuing education, and CMS compliance and to assist as an investment advisor. Kevin works primarily in the St. Louis location.
Kevin is currently a member of the Lemay Chamber of Commerce and the St. Louis Association of Health Underwriters.
Kevin resides in St. Louis with his wife Jennifer. They have three children Madyson, Brady, and Aubree.
Phone: (314) 380-2030 | Fax: (314) 270-8448 | Agents: (888) 613-6196
- Life, Accident & Health Insurance License, 2004: AR, FL, IA, IL, KS, MO, NC, OK, TN, TX
- Series 7, 2005
- Series 65, 2005
- Fontbonne University – Saint Louis, MO
- Baker University – Baldwin City, KS
BA in Business Administration, 2001
Heather L. Hovis: Vice President – Operations, Security Officer, Privacy Officer, Corporate Secretary
Heather joined Hovis & Associates in 2006 and acquired her license to become an insurance broker. Her primary responsibilities are to assist in developing corporate strategy and to ensure the efficient and effective implementation of the corporate strategies, as well as serve as the HIPAA Security Officer and Privacy Officer for the Firm. Heather also oversees the Firm’s Operations, Compliance, IT, Marketing, and Human Resources departments.
Heather currently is the President/Owner of Southern Cross Wellness, LLC., and a member of the Society for Human Resource Management.
Heather and David are blessed with two precious daughters and three dogs: Maverick, Goose and Ice.
- Life, Accident & Health Insurance License, 2007
- Texas A&M University – College Station, TX
BS in Biomedical Science, 2000
- Texas A&M University – College Station, TX BBA in Management, 2000
Lori McKee, MBA, CFP®: Financial Planner
Lori joined Hovis & Associates in 2015 as a Financial Services Manager after spending 21 years in the consumer-packaged goods and distribution industry. Her responsibilities include financial planning and financial services operations management. In 2018, she received her CERTIFIED FINANCIAL PLANNER™ certification.
Lori and her husband, Brian, are life-long residents in the De Soto/Festus area. They have two children, Collin and Sean. She is an active member of Redeemer Lutheran Church and serves as a school board member for the DeSoto School District. She enjoys traveling, gardening and supporting her children’s sports and extracurricular activities.
Phone: (636) 937-4343 | Fax: (636) 931-6918 | E-mail: email@example.com
- Series 7, 2015
- Series 63, 2015
- Missouri Baptist University – Saint Louis, MO
- Westminster College – Fulton, MO
BA in Business Administration, 1994
Samantha Grossbauer: Agent Services Manager
Samantha joined Hovis & Associates in 2014 with more than 7 years of administrative experience. Her primary responsibility is to help navigate Medicare agents through the contracting process with all the carriers Hovis & Associates represents. She also assists Vice President – Medicare Sales, Kevin Hovis, and Medicare agents with commission related questions and audits at the firm’s location in St. Louis. Samantha is also a Notary Public.
In her spare time, Samantha enjoys reading, crafting, scrapbooking, hunting, fishing and other outdoor activities with her husband, Jason, daughter, Morgan, and their dog, Daisy.
Phone: (314) 380-2030 | Fax: (314) 270-8448 | E-mail: firstname.lastname@example.org
Agents: (888) 613-6196
- Life, Accident & Health Insurance License, 2014
- Saint Louis University – St. Louis, MO
BA in Criminal Justice & Security Management, 2015
Lacey Robertson: Executive Assistant & Customer Service Manager
Lacey joined Hovis & Associates in 2018 with more than 11 years of administrative experience. Her primary responsibility is to assist Vice-President of Medicare Sales, Kevin D. Hovis, in serving Medicare agents and clientele. Her job duties include Medicare agent event coordinator, and she assists Medicare agents with certifications, navigating online portals, plan benefit questions, and ordering supplies. With Medicare clients, Lacey is the point person for all benefit questions. Lacey is a Notary Public.
In her spare time, Lacey enjoys reading, baking, and spending time with her family and friends. Lacey and her husband, Jake, have two children, Oliviah and Evan, and one family dog, Biscuit.
Phone: (314) 380-2030 | Fax: (314) 270-8448 | E-mail: email@example.com
Agents: (888) 613-6196
- Life, Accident & Health Insurance License, 2018
- Lindenwood University – St. Charles, MO
BA in Criminal Justice, 2017
- East Central College – Union, MO
AAS in Legal Assistant, 2005
Bonnie Moser: Executive Assistant
Bonnie joined Hovis & Associates in 2019 with more than 22 years of administrative experience. Her primary responsibility is to assist Vice-President of Operations, Security Officer and Privacy Officer, and Corporate Secretary, Heather L. Hovis, with the vast diversity of the day-to-day procedures and processes within the departments she manages. Bonnie is a Notary Public commissioned for the State of Missouri.
Bonnie and her husband, Wesley, live in Bonne Terre, with their yorkie, Toby. They are the owners of Loving Life Designs, LLC, have three sons and eight grandchildren. Bonnie and Wesley are active members of the First Baptist Church of Bonne Terre.
Phone: (636) 937-4343 | Fax: (636) 931-6918 | E-mail: firstname.lastname@example.org
- Jefferson College – Hillsboro, MO
AA – Secondary Education, 1996
- St. Louis Community College Meramec – St Louis, MO. Certification in Legal Studies 2003
Securities offered through Registered Representatives of Cambridge Investment Research Inc., Member FINRA/SIPC to residents in CA, CO, FL, GA, IL, MO, SC, TX. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Hovis & Associates are not affiliated.