Wealth Management

It all starts with “the plan.” Let one of our wealth management advisors help you develop
a framework for managing your wealth that is unique to you and your life.

Kelsey Abbott
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Kelsey Abbott
Wealth Manager
Kyle Attarian
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Kyle Attarian
Senior Wealth Manager
Kelsie Barrow
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Kelsie Barrow
Senior Financial Planner
Jamie Cailteux
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Jamie Cailteux
Family Office Assistant
Susan Conrad
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Susan Conrad
Chief Client Experience Officer
Mike Dambach
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Mike Dambach
Tax Advisor
Kevin Daniel
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Kevin Daniel
Senior Wealth Manager
Samantha Dombek
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Samantha Dombek
Senior Financial Planner
Meaghan Faerber
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Meaghan Faerber
Wealth Manager
Steven A. Frank
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Steven A. Frank
Senior Wealth Manager
Chad Frazier
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Chad Frazier
Senior Wealth Manager
Sara Gelsheimer
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Sara Gelsheimer
Senior Wealth Manager & Manager of Advisor Success
Joan Green
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Joan Green
Client Service Consultant
Leo Haas
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Leo Haas
Vice President
Emily Hammond
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Emily Hammond
Wealth Manager
Kori Hemmann
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Kori Hemmann
Family Office Assistant
Emily Jackson
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Emily Jackson
Wealth Manager
Derek Jess
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Derek Jess
Senior Wealth Manager
Susan Jones
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Susan Jones
Senior Wealth Manager
Siobhan Keller
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Siobhan Keller
Family Office Assistant
Michael Kenney
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Michael Kenney
Senior Financial Planner
Chris Kerckhoff
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Chris Kerckhoff
President & CEO
Melissa King
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Melissa King
Client Service Consultant
Brian King
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Brian King
Chief Planning Officer
Sean Kyle
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Sean Kyle
Senior Wealth Manager
Peter Lazaroff
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Peter Lazaroff
Chief Investment Officer
Larry LeGrand
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Larry LeGrand
Tax Advisor & Partner Emeritus
Austin Lewis
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Austin Lewis
Senior Wealth Manager
Jacob Malina
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Jacob Malina
Wealth Manager
Joe Patane
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Joe Patane
Vice President
Katie Rummel
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Katie Rummel
Client Service Consultant
Joleen Scharenbroch
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Joleen Scharenbroch
Wealth Manager
Ben Schwartz
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Ben Schwartz
Senior Wealth Manager
Nick Sebelski
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Nick Sebelski
Training and Planning Team Lead
Madeline Shores
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Madeline Shores
Senior Financial Planner
Cherie Stueve
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Cherie Stueve
Financial Wellness Advisor
Yezmin Thomas
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Yezmin Thomas
Financial Wellness Advisor
Robert Tucker
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Robert Tucker
Vice President
Ranie Verby
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Ranie Verby
Director of Wealth Management
Brian Watson
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Brian Watson
Senior Financial Planner
Jessie Weiss
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Jessie Weiss
Senior Wealth Manager
Brian Wiedermann
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Brian Wiedermann
Senior Wealth Manager
Justin Wilke
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Justin Wilke
Financial Planner
Kelly Williams
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Kelly Williams
Senior Financial Planner & Client Service Supervisor

St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163

GAIACEFEX: Centre For Fiduciary ExcellenceZAG: Active Oversight / Proactive Advice