The Team

Socially Conscious Wealth Management
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Douglas Calnan

Douglas Calnan

Financial Advisor

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Top Areas of Focus

  • Sustainable and Responsible Investing
  • Investment Management
  • Wealth Preservation Strategies

Education

Washington University, St. Louis, MO - B.S.B.A. Finance, minor in Computer Science

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Our Staff

Marianne Sheppard

Marianne Sheppard

Lead Registered Client Service Associate

Practice Manager