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2997 Clarkson Road - Suite 100, Chesterfield, MO 63017

(636) 200-4200
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Meet Our Team

We have you — and only YOU — in mind.

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 help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Timothy Lambert, CFP® CExP™

Timothy Lambert, CFP®, CExP™

Financial Planner

(636) 200-4210

(636) 200-4199

timothy.lambert@lplfinancial.com

As of 2026, Tim has dedicated 18 years to guiding clients through the complexities of financial services and wealth management.

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Jon Benner, CFP®

Jonathan Benner, CFP®

Financial Planner

(636) 200-4204

(636) 200-4199

jonathan.benner@lplfinancial.com

Jon joined our firm in February of 2013, and he is the lead advisor on many of the firm’s client engagements. He splits time between our Chesterfield and Kirkwood offices and specializes in various forms of equity-based compensation....
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Client Centered

Client Centered

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.

We can help you address your needs of today and for many years to come.  We look forward to working with you.