Saint Louis Advisory Teams
Find your like-minded, perfectly-paired, refreshingly-rational wealth advisor.
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Brett Callies
Onboarding & Integration Operations Specialist
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Leigh Capelli
Advisory Team Associate
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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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Connor Coffey
CFP®, ChFC
Associate Wealth Advisor
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Danielle Colbert
CPA
Senior Tax Manager
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Scot Colgrove
CFP®
Onboarding & Integration Advisor
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Judy Colson
Client Relationship Specialist
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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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Danielle (Dee) Crawford
Advisory Team Associate
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Madaline Creehan
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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Brian Haywood
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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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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Blerina Hysi
Fixed Income Trading Manager
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Ben Lanning
Director of Portfolio Management
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Charles Laverty, Jr.
Director, Business Solutions
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Brandon Laxton
CFP®
Associate Wealth Advisor
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Jeffrey Levine
CFP®, CPA, PFS, CWS, AIF
Chief Planning Officer
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Everett Lewis
CPA
Wealth Advisor
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Dale Lindhorst
CFP®, CPA
Advanced Planning Advisor
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Dawn Lovelace
Director of 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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Daniel Martinez
Director, Advisory Team Leadership
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Kayla Matthews
Client Service Manager
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Elizabeth Mesker
Executive Assistant
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Dustin Meyer
Portfolio Manager
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Rob Mitchell
CFA, CFP®
Wealth Advisor
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Charles Moran
CFP®, CRPS
Retirement Plan Advisor
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Anita Muminovic
Associate Wealth Advisor
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Brian Regan
Director of Onboarding & Integration
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Jeff Remming
Chief Transformation Officer
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David Ressner
Wealth Advisor
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Brian Riggs
CFP®
Associate Wealth Advisor
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Don Rochleau
CFP®
Director of Client Development
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Matthew Romine
Associate Wealth Advisor
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Janet Romine
Client Relationship Specialist
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Ken Rosenbaum
CPA, RLP®
Wealth Advisor
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Dan Rush
Fixed Income Advisor
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Maria Salvia
Client Service Training Coordinator
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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
CFP®
Wealth Advisor
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Emilie Schaffer
CFP®, CRPC®
Wealth Advisor
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Austin Schettler
Associate Retirement Plan Advisor
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Bert Schweizer
CPA
Client Experience Advisor
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Jarrett Simpson
CFP®, NSSA
Wealth Advisor