Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
LPL Financial Advisor
Andy grew up in Akron, Ohio and graduated from the University of Toledo with a degree in Sports Administration. Andy married Christine in 1993 and they have six children; Drew, Jake, Avery, Lilly, Hannah, and Noah. He played...
Austin was raised in Gray Summit, Missouri. He attended Pacific High School where he graduated in 2014. After high school Austin moved on to continue his education at Northern Illinois University, located in DeKalb, Illinois. At...
Danielle grew up in St. Charles, Missouri and attended Lindenwood University where she obtained her degree in Business Administration with concentrations in finance and marketing.
Isaac was born and raised in Washington, Iowa where he graduated high school in 2010. After high school Isaac attended Truman State University, located in Kirksville, Missouri. While in college Isaac was a member of the Men's...
Andrew was born and raised in Pacific MO and attended Pacific High School, where he graduated second in his class in 2012. Andrew played both soccer and baseball in high school, earning All State honors his senior baseball season. He...
LPL Registered Principal
John grew up in Granite City, Illinois and graduated from SIUE with a BS in 1970 and MS in Education in 1976. He married Cheryle in 1970 and has been blessed with two daughters; Christine and Kelly. Kelly and her husband Kevin have 4...
Director of Operations
Kelly spent her early childhood in Indiana, moved to Tennessee where she graduated high school, then in 1984 she moved to Missouri where she received a Business Administration-Marketing degree from Saint Louis University. Kelly married...
Nate was born in Cincinnati, Ohio but later moved to Wildwood, Missouri at a young age. Growing up in Wildwood, he graduated from Lafayette High School in 2014. After high school, Nate attended the United States Navy Academy and was a...
Client Relationship Manager
Niki is originally from Sikeston, MO and moved to St. Louis in 2015 with her husband.
Paul has been in the financial services industry since 1984, serving clients in various capacities from investments, insurance, business and estate planning. Upon graduation from Purdue University in 1975 with a PhD in chemistry, he...
Rob grew up in O’Fallon, MO and attended Lafayette High School where he graduated from in 2011. After high school, Rob moved to Cape Girardeau, Missouri, where he furthered his education at Southeast Missouri State University. In...
Branch Office Manager
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.