Team

I am a Financial Advisor with a passion for empowering individuals to achieve their financial goals. With a wealth of knowledge and experience in the finance industry, I offer comprehensive guidance and personalized strategies to help...

Dave is a wealth manager and financial planner in Greenville, Illinois. He joined Waddell & Reed in 2010 as a career changer at age 50 after 15 years in Christian higher education administration. His driving mission is to know his...

Matt is the Founder and CEO of STL Wealth. He has been a financial planner since 2009. He believes in getting to know you, helping you solve needs, and pursue goals.