Advisors
Brandon Allee
Anadarko, Oklahoma
844-319-8128
Brandon has been providing thoughtful and thorough financial advice in Anadarko since 2013. It has always been his goal to establish strong, lasting relationships with clients so he can learn what is most important to them.
Dean Arens, ChFC®, RICP®
Springfield, Missouri
417-889-2202
I have over 35 years of industry experience and the broad knowledge to assist individuals and business owners on many of the most important financial decisions they will make for themselves, their families, their businesses and employees.
Maria Ashley
Des Peres, Missouri
My journey begins with my dad—the best mentor I could ever have. His huge heart and endless energy inspired him to become a much-loved and trusted financial steward in our community, a legacy I aspire to continue.
Ben Baertschy
Fond du Lac, Wisconsin
I believe that a strong foundation of trust enables you to feel secure in your financial decisions. I invite you to join me on a journey to compose your dreams and financial plan into perfect harmony.
Valerie Baker, CFP®, ChSNC®
Des Peres, Missouri
636-445-5881
The most meaningful part of Valerie's role is having the ability to make a difference in her clients’ lives, knowing that they can feel confident in her investment knowledge, problem-solving skills, and comprehensive advice.
Jeremy Bivens
Springfield, Illinois
My passion for helping families plan for their financial future began early. As a child, I would stay up late with my parents to help balance our family budget — an experience that sparked my lifelong interest in personal finance.
Katie Cimonetti, CFP®
Mokena, Illinois
I'm committed to helping my clients navigate their journeys with confidence and clarity. My investment philosophy is rooted in proactive planning, empowering individuals to anticipate and prepare for the unexpected.
Veronica Coleman, MBA, CFP®
Des Peres, Missouri
My passion is helping people navigate their financial lives. I provide clients with guidance for their financial journey — supporting them with clarity, compassion, and purpose at every stage of life.
Lisa Cross, AAMS®
Carmi, Illinois
As a financial advisor, Lisa Cross builds relationships with clients on trust and respect, helping them identify, plan for and work toward their most important financial goals. Her objective is to always exceed clients’ expectations.
Nick Dragan, CFP®
Des Peres, Missouri
636-445-5881
Nick Dragan’s approach to managing wealth is rooted in his belief that to live well, one must create a plan for navigating life’s unexpected challenges. Nick has a passion for creating proactive plans for business owners and executives.
Jordan Edwards, CPA®, CPFA®
Edmond, Oklahoma
I work with small business owners to address their financial health and help them offer opportunities through education and financial planning. I also work with individuals, regardless of where they're at in their financial journey.
Shawn Ezell, CFP®, CEPA
Edmond, Oklahoma
Shawn works with individuals, families, oil and gas professionals, and business owners to help them plan for retirement. He takes a straightforward approach, valuing clear communication and honesty.
William Flowers, CFP®
Mokena, Illinois
For 14 years, my unwavering commitment has been to deliver a red-carpet experience for my clients. You can expect predictable and meaningful contact, tailored strategies with honest and transparent advice, and unmatched personal service.
Bill Friebel, CFP®, CRPC®
Des Peres, Missouri
With 20 years of executive-level experience, as an “advisor to the advisors”, he’s able to answer two main questions: “Will you make it?” and "Do you have any blind spots?”
Lisa Friebel
Des Peres, Missouri
Lisa loves working with people and her passion is to help clients work towards their most important financial goals. Given her life experience, Lisa looks at a client's big picture without neglecting the smaller details.
Todd Gentry, CFP®,ChFC®, CAP®, CASL®
Des Peres, Missouri
636-445-5902
Witnessing the direct and immediate impact of his work inspires and motivates Todd Gentry to guide his clients toward their personal and professional goals. He believes that meaningful, long-term relationships are at the root of success.
Steve Green
Springfield, MIssouri
417-889-2202
I’m the newest addition to the StrongPath Financial team and happy to be here. Dean and I have known each other for almost 40 years, working together at two firms. When Rick passed, I moved my business to StrongPath to help provide support.
Jake Gronewold, CFP®, MBA
Springfield, Illinois
Jake Gronewold, CFP is responsible for developing, delivering, and servicing financial plans to clients. He also provides investment analysis, research, and asset allocation modeling for portfolio construction.
Joe Heitkamp, CFP®
Des Peres, Missouri
636-445-5902
Joe's goal is to create and enhance lifelong financial and professional relationships with clients. Through mutual respect, concern and knowledge, he helps fulfill the financial needs of my clients now and in the future.
Jake Horseman
Chesterfield, MO
As a diligent, dedicated financial professional, Jake Horseman uses his extensive industry knowledge and his passion for helping others to design customized plans to guide clients toward their financial goals.
D. Caleb Hughes
Carmi, Illinois
Caleb values establishing personal connections with his clients and guiding them through both the practical and emotional facets of investing. He takes pride in witnessing his clients' objectives that they set together coming to fruition.
Dan Hummert, CFP®, CRPC®
Des Peres, Missouri
Dan Hummert, a CERTIFIED FINANCIAL PLANNER®, helps individuals and families navigate their financial future with tailored wealth management strategies focused on retirement and income planning for long-term success.
Eric D. Ikemire
Mt. Carmel, Illinois
Eric is committed to ensuring that your investment advisory and comprehensive financial planning needs are carefully addressed. His mission is to help you define and pursue short-, intermediate-, and long-term financial goals.
Nick Kloster, CFP®, AIF®
Rockford, Illinois
As a financial advisor, Nick has the opportunity to help others make decisions to positively impact their financial lives. His greatest professional satisfaction is when he sees a client realize that they are in a good place.
Shannon Lewandoski, CEPA®
Des Peres, Missouri
Shannon specializes in compiling and analyzing comprehensive financial plans and providing customized financial, investment management, and estate strategies. He works closely with entrepreneurs and business owners.
Natalie Lim-Taylor, AAMS®, CRPC®, AWMA®, CEPA®
Norman, Oklahoma
As an LPL Wealth Strategist, one of the most rewarding aspects of my job is building deep relationships with my clients. I strive to understand them as individuals, embracing their diverse backgrounds, thoughts, beliefs, and motivations.
Lillie Lindsay, AWMA®
St. Peters, Missouri
636-397-6201
For nearly 20 years, Lillie Lindsay has been helping families in the St. Louis area plan for successful financial futures. Her focus as an independent advisor is to care for her clients and their goals, putting their needs first.
Patrick Lodes
314-394-1671
Patrick Lodes has been a financial advisor in the St. Louis area since 2003. Helping clients work towards their financial goals is his main focus.
Brent Mannebach, CFP®
Des Peres, Missouri
I am excited about the opportunity to work with you, build a lasting relationship, and help you navigate your financial journey. Whether you’re just starting out or a seasoned investor, I’m here to support you every step of the way.
Jeffrey McCorkendale
St. Louis, Missouri
314-394-1210
Brandon Rainbolt
Edmond, Oklahoma
Whether it's ensuring a comfortable retirement, funding your children's education, or maximizing your business's finances, I'm here for you to lean on and ask, “Brandon, what should we do?”
Michael Rainbolt, AAMS®, CPFA®, CEPA
Edmond, Oklahoma
The gift of spending my childhood in Western Oklahoma gave me a firm foundation of principles, as well as a strong work ethic. My faith gives me a sense of purpose and a servant's heart.
Kip Reiss, CRPC®
Decatur, Illinois
217-330-6087
Since 1996, Kip has found that the most rewarding part of his work is the relationships he develops with clients. “Hearing the stories and seeing the joy from my clients after years of planning is why I love what I do.”
Fred Savel
St. Louis, Missouri
636-397-6201
Fred Savel followed his passion for connecting with people and helping them pursue their goals when he decided to enter the financial services industry in 1983. He takes pride in his ability to guide his clients on their financial journeys.
Alan Spraggins, AAMS®, AFFP®
Hot Springs, Arkansas
501-463-4702
Alan Spraggins believes in the power of independent financial guidance and having a professional who works in your best interests to recommend strategies to pursue your goals.
Jodi Stokes
Springfield, Missouri
417-889-2202
My 3 years at StrongPath have helped me grow professionally and personally. As the newest financial advisor, I'm excited to serve clients in a larger role. I’m grateful to be part of a team that shares my passion for helping others.
Teale Trammell
Edmond, Oklahoma
I start every client relationship with a conversation, understanding your goals, situation, values, and motivations. Together, we'll develop tailored strategies and I'll provide ongoing communication to keep you on track.
Chad Walton, AAMS®
Des Peres, Missouri
314-394-1671
Chad Walton has been helping clients pursue their financial goals as a financial advisor since 2005, when he first established an office in the St. Louis area. His goal is to help clients make informed financial decisions.
Teresa White, AAMS®, CRC®
St. Peters, Missouri
314-995-8541
Throughout her career, Teresa White has always enjoyed having conversations with clients about how they want their wealth to support their life goals. She works closely with clients to create a customized wealth management plan.
Wes Whitfield
Paoli, Indiana
As a proud native of Paoli, Indiana, Wes considers it a blessing to grow his business in his hometown. Wes puts his passion into action – helping individuals and families manage their assets and pursue their goals.
Matt Wilson, AAMS®, AIF®
South Bend, Indiana
574-307-8585
Throughout his years as an advisor, Matt has utilized a refined process with clients known as the 3D Investment Process: Discover, Design, Deploy. He takes a personalized approach to working with each client.
Ryan Yeaton
Des Peres, Missouri
314-394-1671
Ryan Yeaton has always had a heart for those seeking direction born out of his faith in Christ and during his two terms as an active duty Marine. His goal is to help remove the confusion and mystery around investing and your financial life.
Tom Yeaton, CLU®, ChFC®
Des Peres, Missouri
314-394-1671
When it comes to investing, there are many complex decisions to make. Tom Yeaton understands that the last thing you want to do is procrastinate out of ignorance, fear or uncertainty.
Scott Burton
Sr. Financial Advisor
scott@myblacksheepfinancial.com
Scott is a Sr. Financial Advisor who works with clients in all phases of life, from professionals just starting their investment journeys to those in retirement – and everyone in between.