Saint Louis Advisory Teams
Find your like-minded, perfectly-paired, refreshingly-rational wealth advisor.
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Almir Basic
Client Service Specialist
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Sandy Bennett
Client Service Specialist
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Rob Bertman
CFA®, CSLP®, CFP®
Family Budget Services Director
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Adam Birenbaum
Chief Executive Officer, FPW &FPAS and President, FFP
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Jake Bleyenberg
CFP®
Wealth Advisor
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David Bosch
Lead Portfolio Trader
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Erica Bouchard
CFP®
Senior 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 Services Specialist
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Kevin Carlton
Fixed Income Advisor
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Brian Cheah
Senior Transactions Manager
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Darin Clark
Associate Wealth Advisor
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Laura Cloud
Senior Integration Manager
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Danielle Colbert
CPA
Senior Director, Tax Services
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Scot Colgrove
CFP®
Senior Integration Advisor
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Jacob Colombe
Operations Specialist
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John Corn
CPA, PFS
Senior Wealth Advisor
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Jim Cornfeld
CFP®, CSLP®, TPCP™
Advanced Planning Advisor
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Tammy Courtney
CFP®
Senior Wealth Advisor
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Madaline Creehan
Senior Wealth Advisor
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Mallory Harrell
Senior Associate Wealth Advisor
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Wendy Hartman
CFP®
Divisional President
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Jordan Hatfield
Senior Associate Wealth Advisor
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Tom Haug
CFP®
Wealth Advisor
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Kennadi Haythorne
Client Service Specialist
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Brian Haywood
CIMA®
Senior Research Analyst
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Sean Hejna
Managing Director, Advisory Team Leadership
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Corey Hendershot
CFA®
Senior Investment Strategist
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Ashley Hennerich
Talent Acquisition Team
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Grant Heutel
CRPS®, CPFA, CFP®
Retirement Plan Advisor
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Jared Hoffman
Managing Director, Corporate Strategy
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Nicole Holland
Client Service Specialist
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Anna Huniak
Manager, Retirement Services
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Tyler Hunter
CFP®, EA
Wealth Advisor
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Carrie Hutchcraft
Senior Director, Marketing & Communications
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Blerina Hysi
Director, Fixed Income
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Ben Lanning
Senior Director, Client Portfolio Management
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Charles Laverty, Jr.
Director, Business Owner Services
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Mary Leach Evers
CFP®
Wealth Advisor
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Jeffrey Levine
CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
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Alicia Lewis
Associate Wealth Advisor
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David Luckes
Senior Institutional Portfolio Manager
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Alison Lynch
Senior Associate Wealth Advisor
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Vashawnda Lyons
Client Service Specialist
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Curtis Maafoh
CFP®
Manager, Advisory Leadership Team
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Dominic Marren
Tax Associate
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Katie (Keary) Marsden
CFP®, CDFA®
Senior Wealth Advisor
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Jake Masterson
CFA®
Institutional Consultant
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Sheldon McFarland
Director, Investment Strategy
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Matthew McKeand
CFP®
Associate Wealth Advisor
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Elizabeth Mesker
Senior Executive Assistant
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Rob Mitchell
CFA®, CFP®
Senior 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 Service Specialist
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Kate Moore
Client Service Specialist
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Charles Moran
CFP®, CRPS®, CPFA
Senior Retirement Plan Advisor
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Rachelle Morrow
Client Service Specialist
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Anita Muminovic
Associate Wealth Advisor
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Hannah Munsch
Senior Manager, Client Service
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Meagan Ranbarger
Manager, Advisory Leadership Team
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Brian Regan
Senior Director, Onboarding & Integration
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Logan Reno
CFP®
Associate Wealth Advisor
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David Ressner
Institutional Consultant
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Michael Rhyne
Tax Associate
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Jadah Riley
Associate Wealth Advisor
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Don Rochleau
CFP®
Director, Client Development
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Adam Roeder
Associate Wealth Advisor
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Matthew Romine
CFP®
Associate Wealth Advisor
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Ken Rosenbaum
CPA, RLP®
Senior Wealth Advisor
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Andrey Rudomiotov
Fixed Income Advisor
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Dan Rush
Lead Fixed Income Advisor
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Steph Sather
FPQP®
Director, Client & Advisor Experience
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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®
Senior Wealth Advisor
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Austin Schettler
CFP®, CRPS®, CPFA, QKA®
Retirement Plan Advisor
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Lindsay Schrader
Retirement Services Specialist
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Stephen Schranck
Client Service Specialist
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Hayden Sebold
Client Service Specialist
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Jarrett Simpson
CFP®, NSSA
Senior Wealth Advisor
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Ethan Singer
Associate Wealth Advisor
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Jocelyn Singleton
Client Service 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
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Lindsay Wales
Senior Fixed Income Advisor
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Steve Weiss
CFP®
Senior Wealth Advisor
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Dan Westlund
Portfolio Trader
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Steve Wiechel
CFP®
Associate Wealth Advisor
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Jenny Wiechel
CFP®, ChSNC®
Senior Wealth Advisor
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Rebecca Winkler
CFP®
Associate Wealth Advisor
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Mark Winland
CFP®
Senior Wealth Advisor
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Kurt Wunderlich
CFA®, CFP®
Regional Vice President