Our Story | Murdock Banner Financial Group

Serving Our Community for Nearly 50 Years

What began nearly five decades ago has grown through a commitment to thoughtful financial guidance, lasting relationships, and the individuals, families, and businesses we’re proud to serve.

A Foundation of Service (1975 - 2000)

In 1975, Timothy Murdock founded Tim Murdock & Associates, building his practice around a simple belief: that financial planning begins with understanding people.

When Mark Banner joined the firm in 1994, that vision continued to grow. Together, Tim and Mark built a practice grounded in trust, personal relationships, and a commitment to helping clients navigate every stage of life.

The team continued to grow in 1997 when Sadie Boone joined the firm. Her dedication to client service helped establish the welcoming, relationship-focused culture that continues to define Murdock Banner today.

Growing Together (2001 - 2013)

As the firm continued to grow, so did its team.

Craig Coen joined the firm in 2011, bringing leadership and planning experience that would help shape the firm's future. Andrea Houseworth joined in 2013, beginning her career with Murdock Banner after completing a college project with the firm.

That same year, Tim Murdock and Mark Banner officially established Murdock Banner Financial Group, LLC, marking an important milestone in the firm's continued growth.

A Living Legacy (2014)

On January 3, 2014, the firm experienced the unexpected loss of founder Timothy Murdock.

While his passing was deeply felt, the values he established continue to shape the firm today. His integrity, optimism, and genuine care for others remain woven into the culture of Murdock Banner Financial Group.

The Next Chapter (2014 - Present)

As the firm entered its next chapter, the team continued to grow with people who shared those same values.

2014 - Seth Petsch joined the firm as an intern. His initiative, work ethic, and passion for helping clients led him to become Co-Owner and Chief Financial Officer.
2014 - Chad Appleton joined as a Financial Advisor, bringing a strong commitment to serving clients and helping strengthen the firm's growing advisory team. Today, he serves as Co-Owner and Financial Planner.
2016 - Carla Curry joined as a Financial Planner after returning home from Missouri, bringing compassion, experience, and a genuine desire to help clients navigate important financial decisions.
2020 - Katy Carter joined as a Financial Advisor after relocating to Warrensburg to be closer to family. Her background in hospitality, customer service, and problem-solving strengthened the firm's client-centered approach.
2021 - Bram Roden joined as a Financial Advisor, bringing a passion for relationship-building, community involvement, and helping clients pursue their long-term financial goals.

Each new team member has strengthened the firm's ability to serve clients while preserving the values that have guided Murdock Banner from the beginning.

Team MBFG Today

Today, Murdock Banner Financial Group is an independent, ensemble financial planning firm built on collaboration, experience, and lasting relationships.

Our clients benefit from the collective knowledge of a team that works together to provide thoughtful guidance through every stage of life. While financial planning has evolved over the past five decades, our mission has remained remarkably consistent: helping people make informed decisions with confidence while building relationships that stand the test of time.