Our team is passionately dedicated to delivering excellence in all areas of wealth management to fulfill your needs and achieve your goals.

WE ARE PROACTIVE. WE ARE RESOURCEFUL. WE ARE RELENTLESS.

KRIS ANDERSON, CFA<sup>®</sup>

KRIS ANDERSON, CFA®

Client Service Manager

ANNA BERTMAN

ANNA BERTMAN

Client Service Manager

SUSAN BROWN

SUSAN BROWN

Vice President

SPENCER BURKE

SPENCER BURKE

Executive Vice President

KATIE FAKONAS, JD, CPA

KATIE FAKONAS, JD, CPA

Client Service Manager

LIZ GOLDENBERG, CPA

LIZ GOLDENBERG, CPA

Vice President

LESLIE HODGES

LESLIE HODGES

Vice President

PAUL HOFFMAN

PAUL HOFFMAN

Vice President

JOHN JENNINGS

JOHN JENNINGS

President

JENNIFER JURIS

JENNIFER JURIS

Client Service Associate

MEREDITH LAROCK, CFP<sup>®</sup>

MEREDITH LAROCK, CFP®

Client Service Manager

ZACH LEEDS, CPA

ZACH LEEDS, CPA

Controller

JULIE LILLY

JULIE LILLY

Chief Executive Officer

ELAINE LINDSAY

ELAINE LINDSAY

Vice President

PAM MOENCH

PAM MOENCH

Director of Investments

CARRIE NAYLOR

CARRIE NAYLOR

Operations Manager

JAMIE O'CONNOR

JAMIE O'CONNOR

Founder & Chairman

DOMINIC PATTEROZZI

DOMINIC PATTEROZZI

Client Service Associate

JENNIFER SANWALD, JD

JENNIFER SANWALD, JD

Client Service Manager

TY SCHWIETERMAN, JD

TY SCHWIETERMAN, JD

Vice President

ANNA SEARS, CFA<sup>®</sup>, CFP<sup>®</sup>

ANNA SEARS, CFA®, CFP®

Senior Client Service Manager

LES SMALL, CPA

LES SMALL, CPA

Vice Chairman

MICHAEL SMALL

MICHAEL SMALL

Vice President

JOHN STIKA

JOHN STIKA

Vice President

CECE STRAND, CPA, SPHR<sup>®</sup>

CECE STRAND, CPA, SPHR®

Chief Financial Officer

MAURY WILMES, CFP<sup>®</sup>

MAURY WILMES, CFP®

Client Service Associate

Our operations professionals and administrative staff work behind the scenes to support our business.

OPERATIONS PROFESSIONALS

CHRISTINA BOUAPHA
314.719.1535
cbouapha@stlouistrust.com
MAGGIE CATALANO
314.719.2112
mcatalano@stlouistrust.com
LISA DAVIDSON
314.719.1552
ldavidson@stlouistrust.com
SAM GOGEL
314.719.1548
sgogel@stlouistrust.com
JILL JOVANOVIC
314.719.1547
jjovanovic@stlouistrust.com
KATELYN MILLER
314.719.1526
kmiller@stlouistrust.com
JILL MOORE
314.719.1531
jmoore@stlouistrust.com
ANDREW RZONCA
314.719.1534
arzonca@stlouistrust.com
TAMI SMULL
314.719.1537
tsmull@stlouistrust.com
JENNY TAYLOR
314.719.1555
jtaylor@stlouistrust.com

ADMINISTRATIVE STAFF

MEAGAN CHADWELL
314.719.2103
mchadwell@stlouistrust.com
CHRISTY DAVIS
314.719.1545
cdavis@stlouistrust.com
CONNIE IRVIN
314.719.1520
cirvin@stlouistrust.com
EMILY NEUBAUER
314.719.2101
eneubauer@stlouistrust.com
MINDY POOL
314.719.1522
mpool@stlouistrust.com
TAYLOR RICHARDS
314.719.2102
trichards@stlouistrust.com