In-House Team

Socium Advisors is proud to have a deep bench of experts equipped to serve you and your family now and for generations to come. Our team is highly skilled and credentialed, and we maintain crossover in our roles to ensure there are always multiple people who are up to speed and ready to serve you.

 

Scott 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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Justin B. Boeving Sr.

Partner

Fax 479-443-5224


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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 Cole

Research Analyst

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 Kondayan , MBA, CFP®

Wealth Management Advisor

Office 571-346-1259


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Broc Losing

Investment Associate

Office 314-231-3931


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Marlene Lupas

Client Service Manager

Office 703-848-9300


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Logan 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 OToole

Financial Planning Associate

Office 314-231-3931


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Jordan Rea

Director of Human Resources

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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Ryan Turnquist

Financial Planning Associate

Office 314-231-3931


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Bethany Walmer

Client Service Associate

Office 314-231-3931


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