Address
7707 Forsyth Blvd.
St. Louis, MO 63105
Phone: (314) 725-9055
Hours: 8:00 a.m. to 5:00 p.m.
Talk to a Member of Our Team
Meet Our St. Louis Team
Anita Acinelli, CTFA
Vice President & Relationship Manager
Carole Warnhoff, CTFA
Vice President & Senior Relationship Manager
Christian Argyros, AWMA®
Vice President & Wealth Management Advisor
Daniel Gunn, J.D., MBA
Senior Vice President & Senior Portfolio Manager
Daniel Side, CFP®
Financial Planning Officer
Dawn Federhofer, CTFA
Senior Vice President & Senior Relationship Manager
Emily E. Heitman, CTFA
Fiduciary Officer & Relationship Manager
John McMinn, MBA, MPA
Vice President & Portfolio Manager
John Stieven, Sr., CFA, CFP®
Senior Vice President & Senior Portfolio Manager
Larry L. Valencia, CFA
Senior Vice President & Senior Portfolio Manager
Mary Korner, J.D.
Vice President, Senior Fiduciary Officer & Senior Relationship Manager
Meredith Young, CFP®, CTFA
Vice President & St. Louis Market Executive
Nancy O’Neal, CFP®, CFIRS™
Executive Vice President & Chief Compliance Officer
Nicholas Hinkebein, CFA
Portfolio Manager
Robin Holzschuh, CTFA, TEP, AEP®, ATFA, CFIRS®
Vice President & Compliance Officer
Ryan Zeman, MBA, CTFA
Vice President & Relationship Manager
Sean Stout, MBA, CFA, CFP®
Senior Vice President & Senior Portfolio Manager
Stacey Beatty
Senior Vice President & Senior Portfolio Manager