Eye to eye,
not over your head.

• 12+ years of financial advisor experience
• If he’s not in the office, try the golf course
• Man’s best friend? He has two. His dogs: Margot and Clark

As a self-proclaimed “baseball and jeans” kind of guy, Kevin has a talent for making finances feel as relatable as a Cardinals or Blues game. It’s his way of helping people to truly achieve what they want out of life. The do-good attitude must run in the family because his wife works as a Pediatric ICU Registered Nurse. Together they’ve worked with Backstoppers to help families of fallen police and firefighters. As well as Santa’s Helpers in St. Louis to raise and deliver toys to those in need during the holidays. They also enjoy a good time, whether that means escaping to the family country home, Wisconsin, Colorado or 30A in Florida.

• 8+ years of experience
• Demolished exams to earn CFP certification
• Competitive at board games

Humble but with a strong work ethic, Mark is the guy strangers trust immediately. He practically grew up in this industry thanks to his dad’s 30+ years as a financial advisor, so he knows the importance of honest advice. If you're looking for some fun stories, he’ll gladly talk about his wife, Morgan, daughter, June, and bloodhound, Frank. They’re a traveling family that also loves their home life. From wagon rides around the neighborhood to sunny days at the pool and park, Mark is loving every moment. What you see is what you get with him - one of the best, most caring advisors around.

• 40+ years of experience
• Grew up on a working farm
• Proud dad and grandpa

Marvin has been a financial advisor since 1983. He’s seen how markets change and knows how to navigate and adjust a client's plan. All to help them sleep soundly at night and enjoy the fruits of their success. His strong work ethic carries over into his hobbies. I mean, just look at his life now - he’s a competitive sailer, pickleball shark, fleet captain and woodworker extraordinaire. Among many fun activities, he also takes an annual trip with his three adult sons to watch the Blues in cities across the country. #1 Hard-Working Dad and Grandpa.

• 35+ years of experience
• Focus on Retirement Planning
• Fisherman at heart

Robert has worked with clients for decades to develop well-designed plans that have helped them to achieve their lifetime goals. He wants to make sure his clients’ careers continue to pay off through the entirety of retirement because he knows that a good plan makes it possible to do the things you want. For him, that means the freedom to golf, travel to Wisconsin, and become the go-to pub crawl extraordinaire or musky fishing pro. In fact, he holds the record for biggest musky at their family cabin.

• 17+ years of financial services experience
• Loves seeing clients retire comfortably
• DIY Queen

She’s lived through two financial industry mergers and came out on top. Now she uses her wealth of experience to help clients plan their future from the start. Our team approach is made stronger because of incredibly experienced team members like Christina. Outside of work, you can catch her cooking up a delicious meal or find that she’s spending time anywhere that’s outside - whether that be hiking, gardening or sitting on the porch with neighbors as the kids play. And don’t forget her Doberman, Wilson, a strong addition to our office-wide dog family.

• 27+ years of financial services experience
• "The Favorite" according to clients
• Mom to three spoiled yellow labs

Mary Ellen is the support that keeps operations running smoothly. She handles day-to-day administration of accounts and ensures everything is handled accurately and quickly. With three kids that are grown now, it’s no wonder why we all can readily depend on her care. Over the years, she’s made clients’ lives easier and they love her for it. But we bet that her grandson loves their field trips to the zoo and six flags even more.