Eye to eye,
not over your head.

• Recognized by Wells Fargo as a 2018 Premier Advisor
• 17+ years of financial advisor experience
• Grew up on chores, church, and sports

As a self-proclaimed “beer and baseball” 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 and together, they’ve worked with Santa’s Helpers Charity in St. Louis to raise and deliver toys to those in need during the holidays for over eight years. They also enjoy a good time, whether that means escaping to Wisconsin or 30A in Florida.

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

• 10+ 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 40+ 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, daughters, June, Elle, Gwen 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.

• 15+years of financial services experience
• You can most likely find him on the sideline, coaching
• Yes, Louie the French Bulldog has outfits

Bill combines a calm, analytical mindset with a knack for making financial planning easy to understand. He believes trust is the cornerstone of every client relationship. Away from the office, Bill and his wife—a high school principal—juggle life with their two kids, Emma and Austin, and their French bulldog, Louie. Coaching baseball and soccer keep him busy, but he also finds time to golf, run, and mountain bike. The family loves adventure, whether it’s hiking in the mountains, skiing, or enjoying the beach. Bill’s clients know him as someone who genuinely cares and is committed to helping families make confident financial decisions.

• 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.