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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Adam Birenbaum
Chief Executive Officer
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Laurie Blaylock
Client Relationship Specialist
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Jake Bleyenberg
CFP®
Wealth Advisor
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David Bosch
Portfolio Manager
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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
Associate Wealth Advisor
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Tim Brokop
Associate Wealth Advisor
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Becca Bundy
Retirement Solutions Associate
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Brett Callies
Onboarding & Integration Operations Specialist
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Leigh Capelli
CFP®
Associate Wealth Advisor
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Kevin Carlton
Fixed Income Portfolio Advisor
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Brian Cheah
Manager, Transactions
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Carolyn Clark
Receptionist
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Darin Clark
Associate Wealth Advisor
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Laura Cloud
Onboarding & Integration Operations Manager
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Danielle Colbert
CPA
Director, Tax Solutions
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Scot Colgrove
CFP®
Onboarding & Integration Advisor
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Judy Colson
Client Relationship Specialist
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Robert Cook
Tax Associate
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John Corn
CPA, PFS
Wealth Advisor
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Jim Cornfeld
CFP®
Wealth Advisor
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Tammy Courtney
CFP®
Wealth Advisor
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Tim Cowhey
CFP®
Director, Advisory Team Leadership
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Madaline Creehan
Wealth Advisor
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Vincent Crivello
Director, Client Experience
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Austin Garber
CFP®, CKA®
Wealth Advisor
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Christopher Gibbons
Associate Wealth Advisor
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Bailey Gilliam
Associate Wealth Advisor
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Brian Gregorek
Wealth Advisor
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Kevin Grogan
CFA, CFP®
Chief Investment Officer
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Ben Gross
Associate Wealth Advisor
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Khatol Grover
Client Service Associate
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Susan Gyurica
Client Service Associate
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Mallory Harrell
Associate Wealth Advisor
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Wendy Hartman
CFP®
President, Buckingham Strategic Wealth
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Jordan Hatfield
Associate Wealth Advisor
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Tom Haug
CFP®
Associate 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
Director, Advisory Team Leadership
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Susan Hemminghaus
Associate Wealth Advisor
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Ashley Hennerich
Recruitment Manager
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Grant Heutel
CRPS®, CPFA
Retirement Plan Advisor
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Jared Hoffman
Managing Director, Strategic Initiatives
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Nicole Holland
Advisory Team Associate
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Anna Huniak
Operations Manager, Retirement Solutions
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Tyler Hunter
CFP®
Associate Wealth Advisor
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Carrie Hutchcraft
Brand Manager
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Blerina Hysi
Director, Fixed Income
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Ben Lanning
Director of Portfolio Management
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Charles Laverty, Jr.
Director, Business Solutions
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Mary Leach
CFP®
Wealth Advisor
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Jeffrey Levine
CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
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Everett Lewis
CPA, JD
Wealth Advisor
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Alicia Lewis
Associate Wealth Advisor
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Dawn Lovelace
SHRM-SCP®
Managing Director, Human Resources
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David Luckes
Director of Institutional Services
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Alison Lynch
Associate Wealth Advisor
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Curtis Maafoh
CFP®
Onboarding & Integration Advisor
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Katie (Keary) Marsden
CFP®, CDFA®
Wealth Advisor
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Brittany Marshall
Director of Client Service
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Daniel Martinez
Director, Advisory Team Leadership
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Jake Masterson
CFA
Institutional Services Associate Advisor
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Judy McCray
Receptionist
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Sheldon McFarland
Director, Investment Strategy
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Matthew McKeand
Associate Wealth Advisor
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Elizabeth Mesker
Executive Assistant
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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
APMA®
Associate Wealth Advisor
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Brad Mohr
Tax Associate
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Joe Monroe
Client Relationship Specialist
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Charles Moran
CFP®, CRPS®
Retirement Plan Advisor
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Angela Muckler
Associate Regional Director
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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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Brian Regan
Director of Onboarding & Integration
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Erich Reinhardt
Director, Advisory Team Leadership
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Jeff Remming
Chief Transformation Officer
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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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Stephanie Sather
FPQP®
Associate Wealth Advisor
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Eric Schaefer
CFP®, FBS
Wealth Advisor
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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
CRPS®, CPFA, CFP®
Associate Retirement Plan Advisor
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Lindsay Schrader
Retirement Solutions Associate
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Nancy Schwartz
Director of Marketing
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Jarrett Simpson
CFP®, NSSA
Wealth Advisor
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John Spyers
Chief Information and Technology Officer
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Emily Stark
Client Relationship Specialist
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Marty Stephenitch
Client Relationship Specialist
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Lindsay Wales
Fixed Income Portfolio Advisor
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Steve Weiss
CFP®
Wealth Advisor
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Dan Westlund
Portfolio Manager
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Steve Wiechel
CFP®
Fixed Income Advisor
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Jenny Wiechel
CFP®, ChSNC®
Wealth Advisor
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Mark Winland
CPA, CFP®
Wealth Advisor
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Kurt Wunderlich
CFA, CFP®
Client Development Advisor
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Cathey Wyhowanec
Client Service Project Coordinator