Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Gary Kulik

Gary Kulik

AAMS, CRPC

Private Wealth Advisor

Managing Director
Learn more about Gary Kulik Visit Gary Kulik's website
Advisor photo for Joseph Rosenbaum

Joseph Rosenbaum

CRPC

Financial Advisor

Managing Director
Learn more about Joseph Rosenbaum Visit Joseph Rosenbaum's website
Advisor photo for Barry Jateff

Barry Jateff

Financial Advisor

Associate Vice President
Learn more about Barry Jateff Visit Barry Jateff's website
Advisor photo for Christina Meyer

Christina Meyer

Registered Practice Associate

Learn more about Christina Meyer Visit Christina Meyer's website
Advisor photo for Paul Liberatore

Paul Liberatore

CPA

Financial Advisor

Vice President
Learn more about Paul Liberatore Visit Paul Liberatore's website


Our team

Alicia D. Ross, MBA

Alicia D. Ross, MBA

Registered Client Service Associate,

Practice Manager

Qualifications

  • 22 years financial services industry experience

  • B.S. summa cum laude in Finance - Missouri State University
  • MBA with honors - Saint Louis University
  • Series 7, 63, & 65 licensed
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Judy A. Steffens

Judy A. Steffens

Client Service Associate,

Practice Manager

Qualifications

  • 19 years financial services industry experience

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