In-House Team

 

Scott Preston Underwood

Founder and CEO

Office 314-539-0869


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Tripp Kelly

Partner

Office 703-848-4870


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Michelle Magner , RICP®, CLU®, ChFC®, CASL®

Partner

Office 314-244-0780


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Emily Rene Anderson

Office 314-231-3931


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Sarah Anderson

Executive Assistant

Office 314-231-3931


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Madelaine Archie

Operations Manager

Office 314-231-3931


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Jackie Ayala

Client Service Associate

Mobile 571-235-7719


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Darin Clark

Financial Planning Associate

Office 314-231-3931


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William Reagan Cole

Office 314-231-3931


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Heather Foppe

Client Service Manager

Office 314-539-0819


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Stamo C. Georgiou

Business Manager

Office 571-267-4333


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Adam Gilmore

Associate Advisor

Office 314-231-3931


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Bevan Gourley

Associate Advisor

Office 314-231-3931


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Adam Heath , CFP®, CLU®, ChFC®, RICP®

Associate Advisor

Office 314-539-0838


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Alec Heywood

Financial Planning Analyst

Office 314-231-3931


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Lewis Hodge

Portfolio Advisor

Office 314-231-3931


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Haig Aram Kondayan , MBA, CFP®

Wealth Management Advisor

Office 571-346-1259


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Broc Anthony Losing

Office 314-231-3931


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Marlene Lupas

Client Service Manager

Office 703-848-9300


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Logan Mark Mann

Financial Planning Associate

Office 314-231-3931


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Joshua A. Milton , CLTC®

Financial Planning Associate

Office 202-836-9654


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Kathy Mustain

Client Service Associate

Office 314-539-0869


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Tommy O'Toole

Financial Planning Associate

Office 314-231-3931


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Tracey Richardson

Planning Manager

Office 314-231-3931


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Bill Robuck

Retirement Plan Specialist

Office 314-231-3931


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Maura Shaughnessy

Chief Operating Officer

Office 314-539-0812


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Sid Subramanyam

Associate Advisor

Office 703-539-6800


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Justin Tate

Financial Planning Analyst

Office 314-231-3931


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Daniel Trgovich , CFA®

Lead Research Analyst

Office 314-231-3931


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Bethany Walmer

Client Service Associate

Office 314-231-3931


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