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.

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Team photo

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Our advisors

Sara Craig

CRPC™

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Sara Craig Visit Sara Craig's website

Jennifer Barbey

CFP®

Private Wealth Advisor

Learn more about Jennifer Barbey Visit Jennifer Barbey's website

Adam Joseph Julius

CRPC™

Financial Advisor

Learn more about Adam Joseph Julius Visit Adam Joseph Julius's website


Our team

Cynthia Schmiemeier, MBA

Cynthia Schmiemeier, MBA

Client Service Manager,

Office Manager

Personal Intro

Cyndi joined our team in 2004. She lives in Arnold, MO with her husband Jeff. In her spare time, she loves cycling, kayaking, camping and traveling to the Caribbean! Together they have 5 children (Danielle, Dylan, Alec, Ben and Amy) and 3 fur babies (Lailani, Lyla and Polly Pocket!)

Qualifications

  • Master of Business Administration, Lindenwood University 1998

  • Bachelor of Arts Business Administration, Cum Laude, Lindenwood University 1991

Roles & Responsibilities

  • Supports the team to provide top-notch services to clients like you!
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Alyson Herold

Alyson Herold

Client Service Coordinator,

Administrative Assistant

Personal Intro

Allie joined our team in 2021. She enjoys photography, camping, and cooking. Her favorite thing is chasing her kids around with her husband and spending time with family and friends.

Roles & Responsibilities

  • Supports the team to provide top-notch services to clients like you!
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Annamarie Summers

Annamarie Summers

Administrative Assistant

Personal Intro

Annamarie joined our team in 2025. She recently moved from Arkansas to St. Louis and enjoys finding new and fun activities to do with her fiance, Julian, and her young son, Carmelo. Annamarie also enjoys going to new restaurants, shopping, reading self-help books and traveling to Mexico to visit family.

Roles & Responsibilities

  • Supports the team with providing top-notch services to clients like you!
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