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


Email

Read Bio

Tripp Kelly

Partner

Office 703-848-4870


Email

Read Bio

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

Partner

Office 314-244-0780


Email

Read Bio

Justin B. Boeving Sr.

Partner

Fax 479-443-5224


Email

Read Bio

Jodalyn Ake

Client Service Associate

Office 479-443-1339


Email

Read Bio

Emily Anderson

Client Service Representative

Office 314-231-3931


Email

Read Bio

Sarah Anderson

Executive Assistant

Office 314-231-3931


Email

Read Bio

Madelaine Archie

Operations Manager

Office 314-231-3931


Email

Read Bio

Jackie Ayala

Client Service Associate

Mobile 571-235-7719


Email

Read Bio

Douglas Baxendale

Business Development

Office 479-443-1339


Email

Read Bio

Karen Branson

Executive Assistant

Office 314-231-3931


Email

Read Bio

William Cole

Research Analyst

Office 314-231-3931


Email

Read Bio

Heather Foppe

Client Service Manager

Office 314-539-0819


Email

Read Bio

Stamo C. Georgiou

Business Manager

Office 571-267-4333


Email

Read Bio

Adam Gilmore , AWMA®

Chief Operating Officer

Office 314-231-3931


Email

Read Bio

Bevan Gourley

Associate Advisor

Office 314-231-3931


Email

Read Bio

Adam Heath , CFP®, CLU®, ChFC®, RICP®, AWMA®

Associate Advisor

Office 314-539-0838


Email

Read Bio

Haig Kondayan , MBA, CFP®

Wealth Management Advisor

Office 571-346-1259


Email

Read Bio

Broc Losing

Investment Associate

Office 314-231-3931


Email

Read Bio

Marlene Lupas

Client Service Manager

Office 703-848-9300


Email

Read Bio

Jenny M. Meassick

Chief Marketing Officer

Mobile 781-366-5160


Email

Read Bio

Joshua A. Milton , CLTC®

Financial Planning Associate

Office 202-836-9654


Email

Read Bio

Kathy Mustain

Client Service Associate

Office 314-539-0869


Email

Read Bio

Tommy OToole , AWMA®

Associate Advisor

Office 314-231-3931


Email

Read Bio

Jordan Rea

Director of Human Resources

Office 314-231-3931


Email

Read Bio

Bill Robuck

Retirement Plan Specialist

Office 314-231-3931


Email

Read Bio

Maura Shaughnessy

Chief of Staff

Office 314-539-0812


Email

Read Bio

Sid Subramanyam

Associate Advisor

Office 703-539-6800


Email

Read Bio

Justin Tate

Portfolio Manager

Office 314-231-3931


Email

Read Bio

Daniel Trgovich , CFA®

Director of Investments

Office 314-231-3931


Email

Read Bio

Ryan Turnquist

Financial Planning Associate

Office 314-231-3931


Email

Read Bio

Bethany Walmer

Financial Planning Assistant

Office 314-231-3931


Email

Read Bio