EMAIL: sociumadvisors@nm.com
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FOUNDER AND CEO
314-539-0869 scott.underwood@nm.com
PARTNER
314-244-0780 michelle.magner@nm.com
703-848-4870 tripp.kelly@nm.com
Wealth Management Advisor
479-715-8814 justin.boeving@nm.com
ASSOCIATE ADVISOR
314-244-0729 adam.gilmore@nm.com
314-244-0838 adam.heath@nm.com
314-244-0736 bevan.gourley@nm.com
703-848-4816 sid.subramanyam@nm.com
RETIREMENT PLAN SPECIALIST
314-551-7106 bill.robuck@nm.com
314-244-0783 thomas.s.otoole@nm.com
FINANCIAL PLANNING ASSOCIATE
314-539-0855 darin.clark@nm.com
WEALTH MANAGEMENT ADVISOR
571-346-1259 haig.kondayan@nm.com
314-244-0761 logan.mann@nm.com
202-836-9654 joshua.milton@nm.com
314-231-3931 ryan.turnquist@nm.com
CLIENT SERVICES ASSOCIATE
314-231-3931 emily.anderson@nm.com
CLIENT SERVICE ASSOCIATE
703-848-4386 jackelin.ayala@nm.com
CLIENT SERVICE MANAGER
314-539-0819 heather.foppe@nm.com
CUSTOMER SERVICE ASSOCIATE
703-848-4888 marlene.lupas@nm.com
314-551-7115 katherine.n.mustain@nm.com
314-551-7107 bethany.walmer@nm.com
OPERATIONS MANAGER
314-244-0731 madelaine.archie@nm.com
FINANCIAL PLANNING ANALYST
314-244-0718 alec.p.heywood@nm.com
PORTFOLIO ADVISOR
314-539-0854 lewis.a.hodge@nm.com
314-539-0865 justin.t.tate@nm.com
Lead Research Analyst
816-412-1496 daniel.trgovich@nm.com
Research Analyst
314-231-3931 william.r.cole@nm.com
Portfolio Manager
314-231-3931 broc.losing@nm.com
Executive Assistant
314-244-0704 sarah.e.anderson@nm.com
Business Manager
571-267-4333 stamo.georgiou@nm.com
Chief Marketing Officer
781-366-5160 jenny.meassick@nm.com
Chief Operating Officer
314-539-0812 maura.shaughnessy@nm.com
Human Resources Director
314-539-0812 jordan.rea@nm.com
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