Our Team
Benjamin LeCroy, CPFA
Managing Partner
(314) 736-1179
While your financial objectives may be similar to those of others.....
Harry Tart, CPFA
Managing Partner
(314) 736-1179
Harry has been in the Financial Services Industry since 1975.
Liz Kehoe, CPA, CPFA
Wealth Consultant
(314) 736-1179
Liz has been in the Financial Services industry since 2012...
Mars Eghigian
Client Services Associate
(314) 736-1179
Mars serves as an Client Services Associate...
Blake Smith, MBA, CFP
Director, Financial Planning & Portfolio Strategies
(314) 736-1179
Blake brings 33 years of experience to the team and has been in the financial industry since 1985. He is a CERTIFIED FINANCIAL PLANNER™ professional. Blake believes in listening to his clients describe where they want to be in...
Dale Von Hoffmann, CPFA
LPL Financial Advisor
314-736-1179
Dale Von Hoffmann is series 7 and 66 licensed and has been a Financial Advisor since 1999 that specializes in Generational Wealth Transfer. Dale has been married over 30 years and has two children who have both graduated college and...
Lynn Ewers
Advisor Assistant
314-736-1179
Lynn has served as an Advisor Assistant for 13 years and is a new and welcome addition to our team. Lynn enjoys spending time with her family and grandson, cooking, crafting and sewing. We believe...
