Dan Trgovich serves as Director of Investments with Socium Advisors and holds the Chartered Financial Analyst designation (CFA®). Previous to Socium, Dan spent 10 years at UMB Financial as a Senior Equity Analyst in which his department managed over 10B in assets. During this time, Dan was a member of the Asset Allocation Committee, a member of UMB’s Economic Team and member of the MERC committee.

Dan earned his Masters in Finance from Tampa University after receiving his Bachelors Degree in Economics from Indiana University. He serves on the board of the Kansas City CFA Society®.

He and his wife Quelita have one daughter, Sophia and they enjoy spending time with family and watching and playing sports.

Jenny serves as Chief Marketing Officer. After spending five years in Northwestern Mutual field leadership as Director of Training and Development and Chief Marketing Officer, Jenny desired to narrow her focus on expediting marketing strategy as a part of practice management with the client experience as the end result. In working with Socium Advisors on a consulting basis for two years, Jenny knew that Socium was the right fit to do so.

Prior to Northwestern Mutual, Jenny worked in the retail industry in training and development, sales and operational leadership and communications. Jenny has always held a passion for crafting world class service experiences in any field but finds none as rewarding as the impact made on clients within the financial services industry.

Jenny resides in Philadelphia, PA with her two daughters and mini-goldendoodle, Theo. When she’s not working she loves cooking, gardening and photography.

Jeff Schaumburg is an accomplished financial professional with extensive experience in financial forecasting and FP&A. With a solid background in the investment and RIA industries, he has facilitated decision-making related to various complex financial operations, including partnership compensation, valuation, and mergers and acquisitions.

As the Chief Financial Officer at Socium Advisors, Jeff oversees the financial strategy and operations of the organization. Prior to this role, Jeff held positions at Moneta and State Street, where he honed his expertise in forecasting, financial modeling, automation, and other various FP&A areas.

Jeff's educational background includes a Master of Business Administration (MBA) from Missouri State University and the prestigious Chartered Financial Analyst (CFA) designation from the CFA Institute.

Outside of his professional endeavors, Jeff has been actively involved in various Non-Profit organizations throughout the years. Most recently these include serving as a member of Wish STL (Young professionals board for Make-A-Wish Missouri and Kansas) and volunteering in numerous capacities as an Alumnus of the Zeta Chi Chapter of Pi Kappa Alpha Fraternity.

With a proven track record of driving financial performance and fostering strategic growth, Jeff is poised to continue making significant contributions to the financial industry.

Jodi joined Northwestern Mutual in 2006 and has loved working with clients ever since. In 2021, she joined Athletes Advantage Financial as the Director of Insurance. While Jodi is new to Socium, she brings decades worth of experience and expertise and is thrilled to be a part of Socium Advisors. Jodi joins as a Client Service Associate.

She and her husband Todd, live in Prairie Grove, Arkansas and have 3 children, 7 grandchildren and 2 on the way! They enjoy biking, camping, hiking and spending time with family.

With a diverse background in insurance, Emily is thrilled to continue her career with Socium Advisors as a Client Service Administrator.  

Soon after graduating with a bachelor’s degree in history in 2010, Emily began her career learning the complexities of Medicare and how to serve customers compassionately with the Allsup Medicare Advisor team at Allsup Inc. After returning to school to pursue a paralegal certificate, Emily landed a position as Legal and Operations Assistant at Automated Installment Systems (AIS). Over the course of eight years, Emily strove to learn AIS’ multi-faceted servicing of their premium finance clients. Having no previous background in property/casualty lines or premium financing, Emily worked diligently to provide exceptional service from both a paralegal and operational standpoint. By 2022, her duties consisted of filing license applications and annual reports with state insurance departments, overseeing the customer service department, and onboarding and training new clients. Now at Socium Advisors, Emily is eager to learn, to build new relationships, and to support the team in providing exceptional service.

Emily enjoys serving within various ministries at St. Matthew United Methodist Church, including the children’s ministry, youth group, and college age ministry. In her free time, Emily also loves spending time with her immediate and extended families. 

Sarah is the Executive Assistant to Partners Scott Underwood and Michelle Magner. She enjoys working with others and building a team comradery in order to achieve results. Prior to joining Socium, Sarah worked in Administration in a University hospital setting supporting high level physicians and multiple specialty divisions. Her experience in Administration and Management in the fields of banking and retail have helped her learn a high sense of responsibility and attention to detail.

Sarah earned her bachelor’s degree in Fine Arts from the Southeast Missouri State University. Sarah lives in the greater Affton area and enjoys weight training, a great show on TV and spending time with her large family and church community. In her free time, Sarah contributes her vocals to the worship team at church.

As Socium’s Client Service Manager, Jackie demonstrates her dedication to matchless customer service daily under the philosophy that every client is unique and deserves a tailored experience. She started working in the insurance industry for a major company in 2011, and her depth of product knowledge as well as her priority for client convenience has been directly reflected in her work since joining Northwestern Mutual in 2016. Jackie was born and raised in El Salvador but moved to America when she was twelve years old. While today she considers the Washington D.C. area home, she is frequently reminded of her roots through her work with Spanish clients and is fluent in both English and Spanish.

When she’s out of the office, she could be found at the beach, on the dance-floor, or spending time with her family.

DJ is a business development specialist with Socium Advisors. As a former Division I and Pro Athlete turned coach, DJ understands the importance of setting goals and working diligently to achieve success. DJ emerged as leader among his peers, both on and off the field. His transformational leadership style allows him to relate to the other coaches and players to inspire them to become the best version of themselves.

DJ found his passion for analytics and attention to detail through the game of baseball and these qualities translate into all aspects of his professional career. Recognizing the importance of education, DJ returned to college after an eight-year career in Minor League baseball and earned his Bachelor of Science in Communications from the University of Arkansas. 

DJ resides in Northwest Arkansas with his wife, Kaley, and their two boys, Griffin and Noah. With the boys being only 21 months apart, the sounds of giggles and Bluey fill the house daily. His family enjoys eating at Las Fajitas, getting Crumbl cookies, and going on walks after dinner.

William Cole, a dedicated research analyst at Socium Advisors, joined the firm in August 2021. Born and raised in the Kansas City area, Will pursued Economics at the University of Notre Dame. Following his graduation, he ventured to Dallas, where he initially served as an Investment Associate before transitioning seamlessly into the role of a research analyst at Socium.

In his current position, Will plays a pivotal role in preparing and analyzing companies, fixed income opportunities, and alternative investments for client portfolios. Leveraging his economics background and ongoing education in equity markets, he provides valuable insights to the Investment Committee weekly. Will holds an Analyst Academy certification, showcasing his proficiency in fundamental and technical analysis methods. At Socium Advisors, William is motivated by the mission to deliver superior returns and exceptional service.

Outside the office, he enjoys walking his Australian Shepherd, Ollie, and exploring new restaurants around the Kansas City area.

Heather’s experience in financial services stretches over two decades. As a part of Sociums Advisors’ operations team, she helps to ensure clients’ needs are met and helps them through the onboarding process. Along with her extensive industry experience, she brings strong organizational skills as well as an ability to multitask that is unparalleled. Heather’s combination of proficiencies is not only beneficial for Socium Advisors' clients but also internally for the team. She spends her free time with her husband Colin, her stepchildren, or with her 3 grandchildren. In addition to spending time with her family, Heather is a dog-lover and helps her husband train them for competition shows as a hobby. She is keen on traveling whether that’s to her next dog event or her favorite vacation spot.

Stamo joined Northwestern Mutual in 2019. She schedules client appointments, assists client with questions regarding their policies, accounts, online access and is responsible for marketing, bookkeeping and team wide projects. She is insurance licensed and holds the series 6 and 63.

Prior to Northwestern Mutual, Stamo was an Assistant Vice President at Citicorp Credit Services in  the Business Planning & Analysis division.  She holds a Bachelor of Science degree from the Wharton School at the University of Pennsylvania.

Brook Giacoppi is a seasoned professional with over 20 years of experience in the finance and banking industry. She recently joined Socium Advisors as a Client Service Associate, bringing with her a wealth of knowledge and expertise.

Prior to joining Socium Advisors, Brook spent seven years at Fidelity, where she excelled as a seasoned representative and team lead. Her focus was on facilitating the transfers of brokerage accounts across several lines of business.

With her excellent communication skills, attention to detail, and customer-centric approach, Brook is committed to providing exceptional service to clients at Socium Advisors.

Mady works in the Marketing Team as our Client Events and Experience Manager. In her role, she is responsible for driving and overseeing our client-facing events to enhance our client experience. This includes managing our new and upcoming Socium Gifting Program and collaborating closely with the team to deliver top-notch branded experiences.

Bringing 15 years of experience in events and weddings, Mady joined Socium with a wealth of expertise. In 2022, she transitioned to Northwestern Mutual as a financial representative and most recently served as an AFR for a FORUM level team in the Philadelphia Network Office.

Her deep understanding of the sales process and internal systems will be invaluable as she works to enhance our event tracking process.

When she's not working, Mady enjoys traveling, cooking, working out, and spending time with her family and her two dogs. She is a proud graduate of Penn State University and actively supports charities like the Wounded Warrior Project, in addition to participating in various philanthropic and volunteer efforts that aid Veterans and childhood cancer initiatives.

Rachel Kirksey comes to Socium Advisors with an array of experience in talent strategy, event planning, hospitality management, and community advocacy. The common thread throughout her career has been creating exceptional customer experiences and tirelessly pursuing healthy internal teams. She has a degree in Marketing from the University of Arkansas, a heart of social work, and the mind of a sociologist.

As Executive Assistant in our Fayetteville office Rachel has married all of those interests to lead the daily functions that support the outstanding client experiences on which we pride ourselves, and to deeply engage in our Northwest Arkansas philanthropy and community involvement.

Rachel lives in Fayetteville with her two active boys, Rhett and Jude. In this season of life, she spends most of her personal time at ballfields, gymnasiums, or in the kitchen feeding groups of boys. Given any time alone, she will definitely be found on a hike or bike ride.

Broc serves as an Investment Associate.

Broc grew up in Mid-Missouri and moved to Springfield, MO following high school. He studied and graduated from Missouri State University with a Bachelor of Science degree in Administrative Management. His passion for finance led him to work at a community bank where he was a Branch Manager. He soon learned that he wanted to make a larger impact on helping others with their finances and became a Investment Associate. Broc is grateful to be able to combine his passion, hobbies, and work, all in one by continuing to learn about investments and portfolio management.  

He recently moved to St. Louis to be closer to friends and family and explore a new city. When Broc is not at work, he enjoys traveling the country with his fiancé, Sarah. He also enjoys watching sports, visiting natural parks, and attending concerts. 

Chelsea brings over 15 years of experience in the insurance industry. Her extensive background has equipped her with a deep understanding of client needs and a dedication to exceptional service. 

Chelsea enjoys working out, being active outdoors, and discovering new adventures. She finds joy from spending time with her husband, Johnny, and their children, Fiona, Jack, and Joey. Originally from Louisville, KY, Chelsea now resides in St. Louis, where she continues to embrace an active lifestyle and her passion for family.

Joshua has been with Northwestern Mutual for over two decades. He helps our clients with insurance policies, investment accounts and the underwriting process, and assists the team in preparing and implementing financial solutions.

He has a Bachelor of Arts degree from Harvard College and also has Series 6, 7 and 63 licenses.

Katherine Mustain serves as Client Service Manager with Socium Advisors. As a master of organizational process and data management, Katherine enjoys preparing and perfecting a seamless process for Socium’s clients. Keen on problem-solving, Kathy is always finding a faster and more efficient way to accomplish a result.

Amanda Olson, a Client Service Representative at Socium Advisors, brings a wealth of experience from her career in the mortgage industry. A 2018 graduate of UMSL with a BSBA in Business Administration and an emphasis in management, Amanda showcases dedication to leadership development. In her role at Socium Advisors, Amanda's adaptability and commitment to client service shines through.

Beyond the professional sphere, she finds joy in family, with deep roots in Oakville, MO. At home, Amanda's companions are her two beloved cats, Ivan and Stella. She also enjoys spending time with her friends, reading, walking, and hiking.

Harper Phillips, a Communications Coordinator with a diverse range of marketing experiences, calls St. Louis her home. With a BA in Graphic Design from Briar Cliff University and an MA in Media Communications from Webster University, Harper excels in crafting compelling communications tailored for diverse audiences. Beyond her professional achievements, Harper is a dedicated individual with a passion for connecting with people.

Driven by a lifelong desire to explore the world, Harper's journey led her to teach English in Taiwan. In her downtime, you can find Harper enjoying the outdoors, listening to music, experimenting with new recipes, or hanging out with her rescue rabbits, Maybe and Darcy.

Bill is a seasoned Retirement Plan Strategist with over 25 years in the industry.  He has experience in sales, consulting, investment education and relationship management.  Companies he's worked for include Fidelity, Principal Financial Group, PNC Financial Services and Pacific Life Insurance Company.

Bill’s passions include assisting plan sponsors with managing their fiduciary duties and helping participants save for retirement.

In his spare time, he enjoys college football and basketball as well as playing golf most weekends when the weather is good!

Jamie is an accomplished HR leader with over 25 years of experience.  She has worked in a variety of industries including healthcare administrative services with WebMD Business Services, pharmaceutical packaging with Legacy Pharmaceutical Packaging, sales and marketing with Abstrakt Marketing Group, and election technology services with KNOWiNK. These businesses included small start-ups, privately held businesses, publicly traded businesses, and private equity owned organizations. She has extensive experience building HR policy, procedure, and culture from scratch. She has been involved in all aspects of HR including talent acquisition, performance management, leadership coaching, succession planning, training and development, benefit and compensation administration, organizational development, employee relations, workforce analytics, legal and compliance, culture, and values. She has advised on both the buy-side and sell-side of acquisitions and has experience in performing due diligence and integration work with respect to labor and employment matters. 

Jamie graduated with honors from the Trulaske School of Business at the University of Missouri-Columbia with a degree in Marketing. 

Jamie was born and raised in St. Louis and lives in Creve Coeur with her husband, three sons, and two chocolate labs. When not working, she enjoys traveling, going to the theatre, and playing golf with her boys.

Walter Stubbings is a seasoned Research Analyst and dedicated financial professional with over 25 years of experience, passionately serving a diverse range of clients. His expertise extends to effectively managing Fixed-Income investments, including investment grade, high yield, mortgages, and structured products, navigating through various credit cycles. Walt brings a wealth of knowledge in equities, real estate, and commodities, showcasing his versatility in investment management.

With an MBA with honors from The University of Chicago Booth School of Business, Walt has a solid academic foundation complementing his extensive practical experience. In his previous role as the Director of Investments at the Ohio Bureau of Workers Compensation in Columbus, Ohio, Walt excelled in providing recommendations related to asset allocation, liability management, external investment managers, policies, and processes. His role included supporting the execution of these recommendations, highlighting his hands-on approach to strategic decision-making.

Walt's track record includes managing wealth management accounts, separately managed accounts, institutional portfolios, insurance portfolios, mutual funds, pension funds, and 401(k) accounts. His commitment to excellence and proven long-term investment management expertise make him a valuable asset in the financial landscape. Beyond his professional achievements, Walt is known for his dedication to delivering client-centric solutions and navigating complex financial landscapes with precision.

Justin serves as Socium’s Financial Planning Analyst. He joins Socium with 15 years of Wealth Management and Investment banking experience. His former roles include VP of Private Wealth Management for Regions Bank, VP Middle Market for BBVA and as a Physical Natural Gas Trader for BP. He got his start out of college with A.G. Edwards and Sons as a Stock Broker.

After receiving his undergrad at the University of West Florida, Justin attended Graduate School of Banking at Louisiana State University.

Justin has served as Chairman since 2016 and remains to today for the Community Foundation of Northwest Florida. With a passion for the Early Learning Coalition, he served as Governor Appointee Executive Committee from 2016-2018 and served as Honorary Squadron Commander from 2014-2015 for the 85th Test and Evaluation Squadron at Eglin Air Force Base.

Justin was born and raised in Destin, Florida. He recently relocated to St. Louis, MO. Justin has two children, Abbey Leigh and Justin Jr., and his hobbies include snow skiing, golf and triathlon.

As a Client Service Associate for Socium Advisors, Bethany Walmer assists in managing client requests and account maintenance. Originally from Cleveland, Ohio, Bethany graduates with a Bachelor’s Degree in Business from Urshan College this spring.

Bethany joins Socium with insurance expertise and experience from within the industry having previously worked for several large insurance companies. Her passion for helping clients protect what matters most to them and diligence in providing world class service in financial services shine through. Out of the office, Bethany loves to cook and travel the globe with her husband Christian.

Shelli Wassall is an accomplished Executive Assistant with over 20 years of experience. She brings a wealth of knowledge and expertise to her role at Socium Advisors, where she provides critical support to PJ McDaniel and Adam Gilmore. Shelli specializes in partnering with Executives who are less experienced with having support. Her attention to detail, exceptional organizational skills, and proficiency in managing intricate schedules contribute significantly to the success of the executives she collaborates with.

Prior to joining Socium Advisors, Shelli worked as an Executive Assistant in the construction industry. She has demonstrated success in her field with skills that are transferrable to various industries, and she is highly respected by her colleagues and peers. Shelli proudly serves as a mentor to Executive Assistants spanning across the Nation. Beyond her professional skills, Shelli is deeply involved in the community. She has contributed to several podcasts within the EA community, authored articles for the American Society of Administrative Professionals, and has been a volunteer cardio kickboxing instructor for the past 17 years—helping others get in shape without worrying about costs.