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
Andrew Rzonca
Assistant Vice President & Wealth Management Advisor
Bryan Cooper
Vice President & Wealth Management Advisor
Carole Warnhoff, CTFA
Assistant Vice President & Relationship Manager
Daniel Gunn, J.D., MBA
Vice President & Senior Portfolio Manager
Dawn Federhofer, CTFA
Senior Vice President & Senior Relationship Manager
Emily E. Heitman, CTFA
Fiduciary Officer & Relationship Manager
Genny McIntire
Trust Officer & Relationship Manager
Jeff Cowley, J.D., AEP®
Executive Vice President & St. Louis Market Executive
John Sastry, J.D., CFP®
Vice President & Financial Planning Officer
John Stieven, Sr., CFA, CFP®
Vice President & Senior Portfolio Manager
Kevin Bohn, CTFA, CFP®
Vice President & Senior Relationship Manager
Larry L. Valencia, CFA
Vice President & Senior Portfolio Manager
Nancy O’Neal, CFP®, CFIRS™
Senior Vice President & Chief Compliance Officer
Ryan Mancini, MBA, AFIM®
Vice President & Portfolio Manager
Ryan Zeman, CTFA
Assistant Vice President & Relationship Manager
Stacey Beatty
Vice President & Portfolio Manager
Vance Urick, CTFA
Senior Vice President & Senior Portfolio Manager