Broker Check

Meet Our Team

Our team is here for you and they look forward to hearing from you. Learn a bit more about them here and truly, reach out. Each and every one of us is happy to connect with you.

Cindy Dolniak

Cindy Dolniak

Chief Compliance Officer

(314) 590-5900

314-590-5901

Julia Waffle

Julia Waffle

VP of Pod Operations

(314) 590-5900

314-590-5901

Jake Hemphill

Jake Hemphill

Wealth Consultant

(314) 590-5900

314-590-5901

Sarah Hehmeyer

Sarah Hehmeyer

Wealth Consultant

314-590-5900

314-590-5901

Joe Henn

Joe Henn

Senior Client Investment Director

314-590-5900

314-590-5901

Nicholas Werkmeister

Nicholas Werkmeister

Wealth Planning Director

314-590-5900

314-590-5901

Tim Mitchell

Tim Mitchell

Director of Wealth Planning

(314) 590-5900

(314)590-5901

Mitchel Pagano

Mitchel Pagano

Wealth Planning Director

(314) 590-5900

(314) 590-5901

Elise Voss

Elise Voss

Director of Operations & Risk Management

314-590-5900

314-590-5901

Jake Hummel

Jake Hummel

Wealth Planning Associate

3145905900

3145905901