In-House Team

 

Scott Preston Underwood

Founder and CEO

Office 314-539-0869


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Tripp Kelly

Principal

Office 703-848-4870


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

Vice President

Office 314-244-0780


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Jackie Ayala

Client Service Associate

Mobile 571-235-7719


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Conrad Capellen

Director of Investments

Office 314-231-3931


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Heather Foppe

Client Service Manager

Office 314-539-0819


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Adam Gilmore

Advisor

Office 314-231-3931


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Adam Heath , CFP®, CLU®, ChFC®, RICP®

Advisor

Office 314-539-0838


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Maura Shaughnessy

Chief Operating Officer

Office 314-231-3931


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Adam Tiemann

Portfolio Manager

Office 314-231-3931


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