Saint Louis Advisory Teams
Find your like-minded, perfectly-paired, refreshingly-rational wealth advisor.
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Almir Basic
Client Relationship Specialist
Sandy Bennett
Client Relationship Specialist
Rob Bertman
CFA®, CSLP®, CFP®
Director of Family Budget Services
Jake Bleyenberg
CFP®
Wealth Advisor
Erica Bouchard
CFP®
Wealth Advisor
Rebecca Boyle
CFP®
Associate Wealth Advisor
Cameron Bradshaw
CFP®
Associate Wealth Advisor
Tim Brokop
Associate Wealth Advisor
Becca Bundy
Retirement Solutions Specialist
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Kevin Carlton
Fixed Income Portfolio Advisor
Darin Clark
Associate Wealth Advisor
Danielle Colbert
CPA
Director, Tax Solutions
Scot Colgrove
CFP®
Onboarding & Integration Advisor
Jacob Colombe
Client Service Associate
John Corn
CPA, PFS
Wealth Advisor
Jim Cornfeld
CFP®, CSLP®
Advanced Planning Advisor
Tammy Courtney
CFP®
Wealth Advisor
Madaline Creehan
Wealth Advisor
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Mallory Harrell
Associate Wealth Advisor
Jordan Hatfield
Associate Wealth Advisor
Tom Haug
CFP®
Wealth Advisor
Kennadi Haythorne
Client Relationship Specialist
Brian Haywood
CIMA®
Investment Strategy Advisor
Sean Hejna
Managing Director, Advisory Team Leadership
Corey Hendershot
CFA®
Investment Strategy Advisor
Grant Heutel
CRPS®, CPFA, CFP®
Retirement Plan Advisor
Anna Huniak
Operations Manager, Retirement Solutions
Tyler Hunter
CFP®, EA
Wealth Advisor
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Curtis Maafoh
CFP®
Onboarding & Integration Advisor
Dominic Marren
Tax Associate
Katie (Keary) Marsden
CFP®, CDFA®
Wealth Advisor
Jake Masterson
CFA®
Institutional Advisor
Matthew McKeand
CFP®
Associate Wealth Advisor
Dustin Meyer
CFP®
Portfolio Manager
Rob Mitchell
CFA®, CFP®
Wealth Advisor
Chase Moceri
CFP®
Associate Wealth Advisor
Brad Mohr
Tax Associate
Joe Monroe
Client Relationship Specialist
Kate Moore
Client Relationship Specialist
Charles Moran
CFP®, CRPS®, CPFA
Retirement Plan Advisor
Rachelle Morrow
Client Relationship Specialist
Anita Muminovic
Associate Wealth Advisor
Hannah Munsch
Client Service Manager
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Meagan Ranbarger
Associate Wealth Advisor
Logan Reno
CFP®
Associate Wealth Advisor
David Ressner
Wealth Advisor
Michael Rhyne
Tax Associate
Brian Riggs
CFP®
Associate Wealth Advisor
Jadah Riley
Associate Wealth Advisor
Don Rochleau
CFP®
Director of Client Development
Adam Roeder
Associate Wealth Advisor
Matthew Romine
Associate Wealth Advisor
Ken Rosenbaum
CPA, RLP®
Wealth Advisor
Andrey Rudomiotov
Fixed Income Portfolio Advisor
Dan Rush
Fixed Income Advisor
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Eric Schaefer
CFP®, FBS
Wealth Advisor
Kyle Schaeffer
Client Relationship Specialist
Kurt Schafers
JD, CFP®
Wealth Advisor
Emilie Schaffer
CFP®, CRPC®
Wealth Advisor
Austin Schettler
CFP®, CRPS®, CPFA
Retirement Plan Advisor
Lindsay Schrader
Retirement Solutions Specialist
Stephen Schranck
Client Relationship Specialist
Jarrett Simpson
CFP®, NSSA
Wealth Advisor
Ethan Singer
Associate Wealth Advisor
Jocelyn Singleton
Client Relationship Specialist
Tyra Smith
EA
Tax Manager
Joshua Statler
Associate Wealth Advisor
Marty Stephenitch
Client Relationship Specialist
