The Team

CenterStone Advisory Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Our Advisors

Gary Kulik

Gary Kulik

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Education

B.S., University of Missouri, Columbia MO

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Joseph Rosenbaum

Joseph Rosenbaum

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Education

B.A. cum laude, Saint Louis University, St. Louis MO, St. Mary's High School, St. Louis MO

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Barry Jateff

Barry Jateff

Financial Advisor

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Top Areas of Focus

  • Investment Management
  • Intergenerational Planning
  • Retirement Income Strategies

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Our Staff

Alicia D. Ross, MBA

Alicia D. Ross, MBA

Lead Registered Client Service Associate

Practice Manager
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Qualifications

  • Series 7, 63, & 65 licensed
  • 18 years financial services industry experience
  • B.S. summa cum laude in Finance - Missouri State University
  • MBA with honors - Saint Louis University