Where do you want to go? We'll aim to 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.

Meet Our Team

Jocelyn Kerr

Jocelyn Kerr

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

Khurram  Naveed, CFA

Khurram Naveed, CFA

Portfolio Manager, LPL Operations Manager

314.394.1670

314.394.1671

Leslie  Garrison

Leslie Garrison

Chief Operating Officer

314.394.1670

314.394.1671

Let Us Know What’s on Your Mind.

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