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

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.

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Darek Landrum

Darek Landrum

Administrative Assistant

Personal Intro

Darek joined our team in 2024. He finds finance fun and exciting and is always ready to learn. He enjoys video games, trap shooting, cooking, and watching movies.

Qualifications

  • Associate of Arts (A. A.) - Jefferson College, July 2024

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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 5children (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

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