Our Story

Financial responsibility can feel intimidating and overwhelming. The Bedford Group helps manage that responsibility in a way that reduces negative emotions like fear, anxiety, a sense of failure, or impending doom, and seeks to replace them with optimism, the sense of possibility, feelings of accomplishment, peace, and contentment.

We do this by marrying comprehensive, holistic financial planning with highly customized, performance oriented, fee efficient portfolio management, all delivered by a team of capable, experienced professionals with varying and complementary areas of expertise and in a way that’s easy to understand and access.

When we were creating our team, we adopted George Bailey and Bailey Brothers Building and Loan from the movie It’s a Wonderful Life as a metaphorical example of the type of culture we wanted to build for members of the team and for the clients and communities we serve. Values like selflessness, commitment to service, mutual support and respect, and keeping priorities in the right place are ideals that we hope will come to characterize our team over time. To help us stay focused on that goal, we decided to pay homage to the movie by naming the team after Bedford Falls, the fictional home of George Bailey and his friends, family, and business.



Our advisors

Joshua Wright, Private Wealth Advisor serving the Clayton, MO area - Ameriprise Advisors

Joshua Wright

CRPC, CEPA®

Private Wealth Advisor

Managing Director
Learn more about Joshua Wright Visit Joshua Wright's website
David Crow, Financial Advisor serving the Clayton, MO area - Ameriprise Advisors

David Crow

Financial Advisor

Vice President
Learn more about David Crow Visit David Crow's website
Chad Dyson, Branch Manager serving the Clayton, MO area - Ameriprise Advisors

Chad Dyson

Branch Manager

Vice President
Learn more about Chad Dyson Visit Chad Dyson's website
Curt Ittner, Financial Advisor serving the Clayton, MO area - Ameriprise Advisors

Curt Ittner

Financial Advisor

Vice President
Learn more about Curt Ittner Visit Curt Ittner's website
Jason Cooksey, Financial Advisor serving the Clayton, MO area - Ameriprise Advisors

Jason Cooksey

Financial Advisor

Learn more about Jason Cooksey Visit Jason Cooksey's website
Kyle Milfeld, Financial Advisor serving the Clayton, MO area - Ameriprise Advisors

Kyle Milfeld

Financial Advisor

Learn more about Kyle Milfeld Visit Kyle Milfeld's website

Our team

Diana Preston

Diana Preston

Client Service Associate

Vicky Suri

Vicky Suri

Client Service Associate

Rebekah RoyMorrow

Rebekah RoyMorrow

Client Service Coordinator