Where do you want to go? We'll get there, together.

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Process

Process

We create strategies that are tailored to your goals.

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Team

Team

We're prepared to guide you through life's transitions. 

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Insights

Insights

Let's talk about your investment strategies.

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Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

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Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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<strong>We go with you, wherever the road of life takes you.</strong>

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Jocelyn Haufle

Jocelyn Haufle

Administrative Assistant

636.397.6200

636.397.6201

Liyin  Bao, CFA

Liyin Bao, CFA

Portfolio Manager, LPL Operations Manager

314.394.1670

314.394.1671

Leslie  Garrison

Leslie Garrison

Chief Operations Officer

314.394.1670

314.394.1671

Megan Hill

Megan Hill

Marketing Manager

314.394.1670

314.394.1671

Let Us Know What’s on Your Mind.

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