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