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, Financial Advisor serving the Clayton, MO area - Ameriprise Advisors

Chad Dyson

APMA

Financial Advisor

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
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
Jason Cooksey, Financial Advisor serving the Clayton, MO area - Ameriprise Advisors

Jason Cooksey

Financial Advisor

Learn more about Jason Cooksey
Darren Pracht, Financial Advisor serving the Clayton, MO area - Ameriprise Advisors

Darren Pracht

APMA

Financial Advisor

Managing Director
Learn more about Darren Pracht Visit Darren Pracht's website

Our team

Diana Preston

Diana Preston

Client Service Associate,

Practice Manager
Vicky Suri

Vicky Suri

Client Service Associate

Rebekah RoyMorrow

Rebekah RoyMorrow

Client Service Coordinator

Andrea Peine

Andrea Peine

Registered Operations Leader,

Practice Manager

Qualifications

    • Bachelor of Science in Finance from Wichita State University
    • Series 7 and Series 66
    • 18 years of experience in the Financial Services industry
    • Notary

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Pamela Montoya

Pamela Montoya

Client Service Associate,

Practice Manager
Rachael Graves

Rachael Graves

Client Service Specialist