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America's #1 Team

Meet Our Team

Earl Childress founded Earl Childress Investments to provide families with a comprehensive estate planning team at an affordable price. Our team of lawyers, tax advisors and financial professionals continue to grow as we serve more families nationwide. 

Earl A Childress, II  |  Chairman & CEO

Earl Childress is the Founder, Chairman and Chief Executive Officer of Earl Childress Investments. Mr. Childress has been protecting families for over 25 years. He began estate planning after the need to establish a comprehensive estate plan for his own family. He soon realized that a team was require, not just documents from an attorney.

 

After several of his clients inquired about estate planning, Childress assembled a team of financial, legal and tax advisors to make comprehensive estate planning accessible to everyone. 

 

Known as the Wisdom Behind Wealth, Childress is the creator of the CAP Wealth System designed to help families to create, acquire and protect their wealth.

 

Mr. Childress currently is licensed as an insurance producer in Missouri, Illinois and Texas. He is also a licensed funeral director and preneed agent.

 

Childress was born and raised in St. Louis, Missouri. He graduated from Lindbergh High School. Childress earned a Bachelor of Arts in Mass Communication with an emphasis on Corporate Communication and a Minor of Arts in Corporate Finance from Lindenwood University.

Earl enjoys spending his time educating families on the topic of generational wealth.

Estate Planning   |   Retirement Planning
Estate Disposition   |   Advance Arrangements

James D Stinson  |  Private Client Advisor

James is a seasoned professional with over 20 years in the investment and banking industry. Prior to joining Earl Childress Investments, he served as a Private Client Reserves Manager with US Bank and currently is a Certified Wealth Strategist.

Estate Planning   |   Private Client
Retirement Income  |   Asset Protection

Jennifer Surmacz |  Legal Counsel

Attorney Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances.

 

Surmacz graduated from Mustang High School as Valedictorian and a National Merit Scholar. She earned a Bachelor of Arts in Political Science with a Minor of Arts in Sociology from the University of Oklahoma. Surmacz earned her Juris Doctor at Oklahoma City University School of Law.  

 

Surmacz is licensed to practice law in Missouri, Oklahoma, and the Federal District of Maryland, and is a member of the American Bar Association. She’s experienced in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. 


Ms. Surmacz served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the Phi Alpha Delta Legal Fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay's Boys and Girls Club. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma and St. Louis and St. Charles counties in Missouri.

 

Jennifer is also a black belt and national champion in Tae Kwon Do.

Estate Planning   |    Contract Law 
Probate Law   |    Family Law

Andrew Victor  |  Tax Mitigator

With more than 22 years in financial services, Andrew specialize in strategies for tax-efficient income planning, wealth transfer, estate planning, business succession and insurance planning. A Harvard graduate, Andrew provides clients with complex and comprehensive solutions through succinct yet actionable guidance.

Estate Planning   |    Private Client
Wealth Transfer   |    Tax Mitigation

Welcome to the 21st Century,

Estate Planning for EVERYONE!

A strong Estate Plan has a variety of elements- a Revocable Living Trust, Last Will and Testament, Power of Attorney Forms, Healthcare Directives and Advance Arrangements a.k.a preneed funeral contracts. Earl Childress Investments offers an online estate planning platform providing auto-processing applications that are editable by our clients, an eStatePlan Attorney, a living trust estate plan that is electronically (i) implemented, (ii) funded, (iii) stored, (iv) modified, (v) shared, and (vi) settled all on a cloud-based environment.

Earl Childress Investments go beyond the traditional approach and gives you access to a competent estate planning team normally reserved for the ultra-wealthy. Our team will guide you through the entire process.  

We've made estate planning an easy, accessible and affordable for all. Plus, our proprietary eStatePlan™ platform puts YOU in control of the legacy you leave behind. 

Get a preview of our proprietary process that has revolutionized eState Planning for everyday Americans.

2 CityPlace Drive, Suite 200

Saint Louis, Missouri 63141

Toll-Free: (800) 953-0445

Local: (314) 582-0100

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Copyright ©2020. Earl Childress Investments. All rights reserved.

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