Broker Check

Meet Our Team

Our team is here for you and they look forward to hearing from you. Learn a bit more about them here and truly, reach out. Each and every one of us is happy to connect with you.

Julia Waffle

Julia Waffle

Director of Client Relations

(314) 590-5900

314-590-5901

Sam Fox

Sam Fox

Wealth Consultant

(314) 590-5900

314-590-5901

Jake Hemphill

Jake Hemphill

Wealth Consultant

(314) 590-5900

314-590-5901

Sarah Hehmeyer

Sarah Hehmeyer

Wealth Consultant

314-590-5900

314-590-5901

Mark Niebrugge

Mark Niebrugge

Wealth Planning Director

(314) 590-5900

314-590-5901

Dan Bohn

Dan Bohn

Wealth Planning Director

(314) 590-5900

314-590-5901

Pamela Birkenholz

Pamela Birkenholz

Wealth Planning Director

(314) 590-5900

314-590-5901

Joe Henn

Joe Henn

Wealth Planning Director

314-590-5900

314-590-5901

Nicholas Werkmeister

Nicholas Werkmeister

Wealth Planning Director

314-590-5900

314-590-5901

Curtis Shillingsford

Curtis Shillingsford

Wealth Planning Director

314-590-5900

314-590-5901

Mitchel Pagano

Mitchel Pagano

Wealth Planning Associate

(314) 590-5900

(314) 590-5901

Kathy  Klingel

Kathy Klingel

Wealth Planning Coordinator

314-590-5900

314-590-5901