Team Directory

PARTNERS

SCOTT UNDERWOOD

FOUNDER AND CEO

314-539-0869
scott.underwood@nm.com

MICHELLE MAGNERRICP®, CLU®, ChFC®, CASL®

PARTNER

314-244-0780
michelle.magner@nm.com

TRIPP KELLY

PARTNER

703-848-4870
tripp.kelly@nm.com

JUSTIN BOEVING

Wealth Management Advisor

479-715-8814
justin.boeving@nm.com
ADVISORS

ADAM GILMORE

ASSOCIATE ADVISOR

314-244-0729
adam.gilmore@nm.com

ADAM HEATHCFP®, CLU®, ChFC®, RICP®

ASSOCIATE ADVISOR

314-244-0838
adam.heath@nm.com

BEVAN GOURLEY

ASSOCIATE ADVISOR

314-244-0736
bevan.gourley@nm.com

SID SUBRAMANYAM

ASSOCIATE ADVISOR

703-848-4816
sid.subramanyam@nm.com

BILL ROBUCK

RETIREMENT PLAN SPECIALIST

314-551-7106
bill.robuck@nm.com

TOMMY O’TOOLE

ASSOCIATE ADVISOR

314-244-0783
thomas.s.otoole@nm.com
PLANNING

DARIN CLARK

FINANCIAL PLANNING ASSOCIATE

314-539-0855
darin.clark@nm.com

HAIG KONDAYANMBA, CFP®

WEALTH MANAGEMENT ADVISOR

571-346-1259
haig.kondayan@nm.com

LOGAN MANN

FINANCIAL PLANNING ASSOCIATE

314-244-0761
logan.mann@nm.com

JOSHUA MILTONCLTC®

FINANCIAL PLANNING ASSOCIATE

202-836-9654
joshua.milton@nm.com

RYAN TURNQUIST

FINANCIAL PLANNING ASSOCIATE

314-231-3931
ryan.turnquist@nm.com
CLIENT SERVICE

EMILY ANDERSON

CLIENT SERVICES ASSOCIATE

314-231-3931
emily.anderson@nm.com

JACKIE AYALA

CLIENT SERVICE ASSOCIATE

703-848-4386
jackelin.ayala@nm.com

HEATHER FOPPE

CLIENT SERVICE MANAGER

314-539-0819
heather.foppe@nm.com

MARLENE LUPAS

CUSTOMER SERVICE ASSOCIATE

703-848-4888
marlene.lupas@nm.com

KATHY MUSTAIN

CLIENT SERVICE ASSOCIATE

314-551-7115
katherine.n.mustain@nm.com

BETHANY WALMER

CLIENT SERVICE ASSOCIATE

314-551-7107
bethany.walmer@nm.com

MADDIE ARCHIE

OPERATIONS MANAGER

314-244-0731
madelaine.archie@nm.com
PORTFOLIO MANAGEMENT

ALEC HEYWOOD

FINANCIAL PLANNING ANALYST

314-244-0718
alec.p.heywood@nm.com

LEWIS HODGE

PORTFOLIO ADVISOR

314-539-0854
lewis.a.hodge@nm.com

JUSTIN TATE

FINANCIAL PLANNING ANALYST

314-539-0865
justin.t.tate@nm.com

Daniel Trgovich CFA®

Lead Research Analyst

816-412-1496
daniel.trgovich@nm.com

Will Cole

Research Analyst

314-231-3931
william.r.cole@nm.com

Broc Losing

Portfolio Manager

314-231-3931
broc.losing@nm.com
OPERATIONS/ADMINISTRATION

Sarah Anderson

Executive Assistant

314-244-0704
sarah.e.anderson@nm.com

Stamo Georgiou

Business Manager

571-267-4333
stamo.georgiou@nm.com

Jenny Meassick

Chief Marketing Officer

781-366-5160
jenny.meassick@nm.com

Maura Shaughnessy

Chief Operating Officer

314-539-0812
maura.shaughnessy@nm.com

Jordan Rea

Human Resources Director

314-539-0812
jordan.rea@nm.com

Contact Us:

622 Emerson Road
Suite 400
St. Louis, MO 63141

Office: 314-539-0869

EMAIL: sociumadvisors@nm.com

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Team Directory

SCOTT UNDERWOOD

MICHELLE MAGNERRICP®, CLU®, ChFC®, CASL®

TRIPP KELLY

JUSTIN BOEVING

ADAM GILMORE

ADAM HEATHCFP®, CLU®, ChFC®, RICP®

BEVAN GOURLEY

SID SUBRAMANYAM

BILL ROBUCK

TOMMY O’TOOLE

DARIN CLARK

HAIG KONDAYANMBA, CFP®

LOGAN MANN

JOSHUA MILTONCLTC®

RYAN TURNQUIST

EMILY ANDERSON

JACKIE AYALA

HEATHER FOPPE

MARLENE LUPAS

KATHY MUSTAIN

BETHANY WALMER

MADDIE ARCHIE

ALEC HEYWOOD

LEWIS HODGE

JUSTIN TATE

Daniel Trgovich CFA®

Will Cole

Broc Losing

Sarah Anderson

Stamo Georgiou

Jenny Meassick

Maura Shaughnessy

Jordan Rea

Contact Us: