Team profile

Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning

Awards & recognition

  • CenterStone Advisory Group, Ameriprise Client Experience Award, 2021

Community participation

In an effort to give back to our community, our team actively supports these organizations:

  • Ronald McDonald House of Metro St. Louis
  • Boy Scouts of America
  • Brightside St. Louis
  • Wildlife Rescue Center
  • Operation Food Search

Our Approach

At CenterStone Advisory Group, we want our clients to feel confident about their financial future. Our mission is to help clients identify and plan to accomplish their unique financial goals. Our team name reflects a commitment to our core values of client-focus, strength, and stability. It is our objective to provide clients with a professional investment team that has a reputation for integrity and premier service. We believe our strength lies in the power of our team, and we are proud to put our 116+ years of combined experience in the financial services industry to work for our clients.