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Team

At LPL, when you walk in the door, you're treated like family. We have a personal relationship with our clients and make it our business to know your aspirations and dreams, so we can help you attain them. Let us show you how we can add value to your life.
 

Mark is the founder and majority owner of our local St. Louis branch office of LPL Financial. Mark’s primary responsibilities have evolved over the years from working closely with clients to managing money and running the business....

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Tim recently became an equity owner of the firm and heads up our newly formed Client Services Group. Tim and his team are responsible for helping clients increase the probability that the plans they put in place will be achieved. Tim...

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Jon works with Tim in our Client Services Group and is the lead advisor on many of the firm’s client engagements. Jon guides clients through our 4-Step Financial Planning process when they first come aboard and conducts on-going...

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Donna Friedhoff

Client Services Associate

(636) 200-4160

(636) 200-4199

Donna makes everything happen! 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? Call...

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From answering the phone to addressing client needs and concerns, Jara plays and integral role in ensuring the office at 10801 Big Bend Blvd is running smoothly and efficiently. She has developed deep relationships with many clients in...

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This position assists Mark in managing the office and running the business. The role is equal parts Assistant Branch Manager, Operations Manager and Executive Assistant and includes everything from business planning and budgeting to...

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Randy applied and was accepted into the hyper-competitive Advisors Ahead Resident Program which trains and educates aspiring financial advisors. During his "residency" with us, he is completing a broad curriculum of wealth management...

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