2997 Clarkson Road - Suite 100
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.
Mark is the founder and majority owner of your local St. Louis branch of LPL Financial. His primary responsibilities have evolved over the years from working closely with clients to managing money and running the business. Today,...
Tim is an equity owner of the firm and heads up our Client Services Group. Tim and his team are responsible for helping clients increase the probability that the plans we help them put in place will be achieved. Tim oversees our annual...
Donna leads our Operations Team. From opening accounts, to transferring money and everything in between, Donna gets things done for clients. Need to change an address? Forgot your password? Want a copy of your most recent statement?...
Jon joined the firm’s ownership ranks in 2020 and 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...
Client Relationship Manager
Clint works alongside Tim and Jon guiding clients through our 4-Step Financial Planning process and conducts on-going review and maintenance meetings. Clint is a CFP® professional and relocated from Kentucky to St. Louis with his...
Client Services Associate
Nathan assists the team in building out and establishing “base case” scenarios for clients when they first come aboard. Preparing annual review meetings for existing clients also falls under Nathan’s purview. He...
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.