Charles Baum, ChFC®, CLU®

Financial Advisor

As a founding member of Renaissance Financial, Charlie has been an integral part of the firm as it has grown over the years. He works closely with the firm’s new advisors and helps coach them through their beginning years in the industry. He constantly promotes the firm and is a vital element for our newest team members. Charlie began his career in the financial industry in 1976. Throughout the years he has spent a tremendous amount of time studying, earning designations as a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant, Chartered Life Underwriter and Certified Fund Specialist. He is also a Shareholder of the firm and is involved with the Investment Committee and the Stock Committee. Outside of the office, Charlie continues to help educate others by teaching economic classes at a local college. He is an avid reader and gardener, and has dappled in the Political Arena by running for the role of Missouri State Auditor twice. Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

John Bayer

Financial Advisor

John has been an advisor with Renaissance Financial for over twelve years. He specializes in working with individuals and their families to develop, implement and maintain comprehensive strategies to help pursue their financial goals. For his business owner and entrepreneur clients, John works closely with Renaissance team members to provide assistance in the design and management of their benefits packages, retirement solutions and tactics for transitioning their businesses. John believes that the backbone of his business is service, and he focuses on this by taking incredible care to ensure his clients feel like he has gone the extra mile for them. John has also gone above and beyond as a team member for the firm. He is a shareholder of Renaissance, and a mentor to the new advisors. In 2011, he also achieved the status of being a Platinum Advisor*. This shows his dedication not only to the team, but also to his profession. In 2012 he was presented the Tom Hercules Award* for displaying integrity, generosity, leadership and commitment both personally and professionally. He is also a member of Securian Financial Services Senate Club* for his excellence in sales in 2013. John is a supporter of the Humane Society of Missouri, Tony La Russa’s Animal Rescue Foundation, and the Thompson Foundation for Autism, where he serves as a committee member for the foundation’s Annual Dinner Gala. A St. Louis native, he grew up in Kirkwood, where he currently resides with his wife, Maggie, along with their three children, Lily, Genevieve and Jack. John graduated from the University of Missouri-Columbia with a Bachelor’s degree in Business Administration with an emphasis in Economics. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Kerry Berger

Financial Advisor

Kerry Berger’s passion for helping clients succeed was developed in her three years working as an assistant to a senior financial advisor. Kerry learned first-hand how to cultivate relationships through careful listening and prioritizing individual needs. She enjoys working with a variety of clients and has a special knack for relating to young families. Renaissance Financial’s culture of collaboration and family is a perfect fit for Kerry where she fully embraces being part of a team. Her priority is always working hard to impact the lives of her clients for the better. Kerry attended Patricia Steven’s College, where she received an associate’s degree in applied science and studied fashion merchandising and retail management. A native of Ste. Genevieve, Missouri, Kerry currently lives in Arnold with her husband and fellow beekeeper, Steve, and their two children. She enjoys spending time at the Lake of the Ozarks and rooting for the St. Louis Cardinals with her family. Commitment to her community has always been very important for Kerry, beginning in the early stages of her youth while devoting her time at church events. She aims to dedicate her time and efforts through ongoing opportunities to be of service at her children’s school. Now, Kerry continues to give back by running 5k’s and half marathons to raise money for different organizations for different causes such as St. Jude, the Humane Society, and the Lymphoma Society. Kerry holds her Life, Accident, and Health Insurance, Property and Casualty Insurance, Series 7, Series 63, and Series 65 registrations. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Victoria Bolton, CFS®

Financial Advisor

Victoria joined Renaissance Financial to fulfill her dream of helping those around her. The firm’s full investment in their team meant that she would receive all the tools necessary to help provide her clients with a sense of security when it comes to preparing for their financial future. With this strong culture of teamwork, access to high-quality tools and mentors, and her background in client service and marketing, Victoria confidently takes care of her clients, whether in the short-term or in the future. In particular, she enjoys helping individuals, families, entrepreneurs and retirees. While attending the University of Missouri-St. Louis, Victoria earned a Bachelor of Arts in Communication. She then went on to attain her Life Accident and Health Insurance Agent License, as well as FINRA Series 7 and 66 registrations. As a native of St. Louis, Victoria enjoys giving back to the place she calls home. She volunteers her time with several organizations including the American Red Cross Greater St. Louis Region, Living Lord Lutheran Church and tutoring with the A+ Scholarship Program of the Missouri Department of Elementary and Secondary Education. In her spare time Victoria is also an avid traveler, life-long athlete and watersport enthusiast. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

William Borresen, CLU®, ChFC®

Financial Advisor

Bill has been a part of Renaissance since the firm began in 1994, and has been in the financial services industry for over 44 years. Bill represents both individuals and businesses, creating financial strategies that address each client’s unique needs and goals. He provides creative investment, insurance, and tax strategies* to families and businesses. The cornerstone of Bill’s practice has always been his focus on client service and education. From all of his years in the industry, Bill offers this advice: “In every situation, always do what’s right for your client.” Bill graduated from the University of Idaho with a bachelor’s degree in finance. He holds designations as a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC) by The American College. Bill is an active member of the Clayton-Ladue Rotary. Originally from Blackfoot, Idaho, Bill has now called St. Louis home for more than 30 years.

Julie Boschert Hercules, CLU®, ChFC®

Financial Advisor, Founding Member, Shareholder

As a founding member and Shareholder of Renaissance Financial, Julie has proven her skills as a financial advisor and leader of the firm. Being an integral part of team, she works closely with other advisors to provide her clients with the support of the entire firm. Her focus is providing creative ideas for investment strategies, insurance strategies, and tax savings for her clients. In addition, Julie helps provide companies benefit packages and qualified retirement plans. Whether you are looking at funding for children’s college, creating a business succession strategy, preparing for retirement or working towards a legacy, Julie can assist you and put financial strategies in place to help you reach your financial goals. Julie’s financial knowledge is supported by her strong educational background and 20 years of experience. She earned a Bachelor of Science in Business Administration with a minor in Mathematics and an MBA with an emphasis in Finance from Lindenwood College. In 2004 Julie received the Chartered Financial Consultant (ChFC) designation and then in 2011 she obtained the Chartered Life Underwriter (CLU) designation, both from The American College. Julie has also been recognized as a Senate Club* advisor in 2003, 2006 and from 2012 – 2015 with Securian Financial Services, Inc. and a Platinum advisor* in 2006 and from 2012 – 2015 within Renaissance Financial. Julie proudly supports a variety of organizations that benefit children such as Big Brothers Big Sisters, Cardinal Glennon Guild, St. Jude Research Hospital, and Unbound. She also gives back to the community through The Saint Louis University Liver Center, The Leukemia & Lymphoma Society, ALS Association, and Connections to Success. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. Financial Advisors do not provide specific tax/legal advice. This information should not be considered as specific tax/legal advice. You should consult your tax/legal advisor regarding your own specific tax/legal situation.

Thaddeus Brija

Financial Advisor

The drive to help others is what led Thaddeus to join the Renaissance Financial team. While working as a research technician at Washington University School of Medicine in St. Louis, he focused on helping others through science. At the same time, he built strong relationships with his friends at Renaissance Financial, where he saw a close-knit team of advisors and staff assisting each client in their quest for financial freedom. This was a pivotal time for Thaddeus as he decided to transition out of the science world and into a career that would allow him to interact with clients every day, helping them build a solid foundation for the future of their family or their business. Thaddeus brings his passion to a variety of clients. In his experience, he has seen that it is rewarding to help everyone, from individuals to families, or from budding professionals to established business owners. For him, the interaction with each client is a unique puzzle where he must analyze, develop, and in the end strive for his or her ultimate goal, whatever that might be. The thrill of watching a young family buy their first house is an extraordinary experience, as is guiding a retired couple into the golden years. No matter what the goal is, Thaddeus and the team at Renaissance Financial are here to help. For Thaddeus, the path to Renaissance Financial was an interesting one. He earned a Bachelor of Science degree in Biological Sciences and a minor in chemistry from Southern Illinois University Carbondale. While working in his dream industry by conducting research in cardiac immunology, he discovered his true passion was to work directly with people and help make a difference in their lives. He then went on to attain his Life, Accident, and Health Insurance Agent License, as well as FINRA Series 7 and 66 registrations. Thaddeus first joined Renaissance Financial as a friend. Now the firm is pleased to have him as part of the team. Thaddeus’s desire to help others and give back goes beyond the office. He is a proud representative of the Missouri Botanical Garden Corporate Council and a member of the Friends of Arch Grants. Thaddeus is also an avid supporter of the American Foundation for Suicide Prevention where he devotedly participates in the Out of the Darkness Community Walk. From mountain biking to skiing to snorkeling, Thaddeus is always on the move and ready to take on the next adventure. He grew up in Brookfield, a suburb of Chicago, and although he visits often, he now calls St. Louis home with his wife and colleague, Abbey. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Sue Coon

Financial Advisor

Sue is a founding member of Renaissance Financial and has taken a strong leadership role both in the firm and in the community. Her commitment to her clients is rivaled only by her dedication to being a mentor, wife and mother, all with the goal of putting her heart into everything she does. As a female in a male dominated business, Sue naturally attracts female clients, specifically women who find themselves going through a transitional phase in life. In particular, she has assisted many women who find themselves in the unfamiliar situation of divorce or becoming newly widowed. She feels privileged to be able to help clients who may be suddenly thrust into decision making and are in need of their own financial strategies. The steps of divorce, including selection of assets, splitting of assets, relocation, support, and maintenance can be overwhelming. Sue can help calm her client’s uncertainty regarding their new financial situation. With over 20 years of experience in the financial services industry, Sue is a leader not only in the firm, but within Securian Financial Services, Inc. as well. She holds a bachelor’s degree in business and her Life Accident Health Insurance Agent License, and FINRA Series 7, 6, 63 and 65 registrations. She has been recognized by Securian Financial Services, Inc. as a Senate Club Member* in 2009 and 2011-2014, and a President’s Club Member* in 2010 and 2015. Within Renaissance Financial, Sue has been recognized as a Platinum level advisor* every year since 2010. Sue continues to grow her business and acts as a mentor for other young men and women who desire a career in the industry. She has assisted other female advisors by helping Securian Financial Services, Inc. form the Women’s Interactive Sales Exchange (WISE). She serves on the advisory council for the organization and encourages other women in the industry to join. As an active member of the Central Presbyterian Church, Sue has led several financial classes for couples within the congregation. She is also proud to support Angels Arms’, Big Brothers Big Sisters, Susan G. Komen Race for the Cure, Our Little Haven and Celebrate Fitness. She enjoys working with these organizations to assist them in their mission of giving back. Being a financial advisor has provided Sue with the flexibility to balance her lifestyle as an active mother and wife, while achieving a successful career. Her deep appreciation for these blessings is what drives her to give to others and help them to realize their goals and dreams. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. This information should not be considered as tax or legal advice. You should consult your tax and/ or legal advisor regarding your own situation.

Trisha Doyle

Financial Advisor

Trisha has been a member of the Renaissance Financial team for several years, previously assisting the CEO, Greg Keller. Under the guidance of an ideal mentor, she gained invaluable industry knowledge and client service experience that has prepared her to be an effective Financial Advisor. Renaissance Financial’s focus on teamwork, along with its collaborative culture, complement Trisha’s expertise in structuring and executing client’s individual financial strategies. Trisha has a passion for helping others. She believes in going above and beyond for her clients, confidently working with them to help meet and exceed their goals. A graduate of the University of Missouri, Columbia, Trisha holds a Bachelor of Science in Business Administration and Finance with a minor in Real Estate. She is currently a board member of the Delta Gamma Center for Kids with Visual Impairments. Trisha holds her Life Accident and Health Agent License, as well as FINRA Series 7 and 66 registrations. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Andrew Evola

Financial Advisor

Andrew was drawn to Renaissance Financial's culture of personal attention and genuine concern for clients. The firm's commitment to their clients resonated with his vision as a financial advisor. Helping people, whether it's preparing for retirement, assisting young professionals, or supporting families, is truly Andrew's passion. He takes the time to understand each individual client's needs in order to develop a customized financial strategy that makes the most sense for them. A bachelor's degree in Business Administration with an emphasis in Management from University of Missouri - Columbia, along with a strong background in sales has provided Andrew with unique experiences that are an ideal foundation for his work as a financial advisor. A proud alumnus of Alpha Kappa Psi business fraternity, Andrew held many leadership positions and has gone on to attain his FINRA Series 7 and 66 registrations, as well as his Life Accident and Health Insurance Agent License. In addition, he is effectively supported by the strong and diverse team at Renaissance, allowing him to offer a wide variety of tools to better serve his clients. Andrew enjoys the opportunity to volunteer with organizations like the Humane Society of Central Missouri and implements the value of these experiences into his work with clients. When he is not assisting clients, you can find Andrew spending time with his close-knit family, cheering on the Blues, playing soccer, or fishing and boating. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Charlie Ferretti

Financial Advisor

For Charlie, he has always had a great sense of pride in his community. This is what drove him to return to St. Louis after earning his finance degree from the University of Missouri – Columbia. He wanted to begin his career at home and give back to those that had provided him with so much over the years. He spent his early years attending Chaminade High School, volunteering for St. Nicholas’ annual Greek Festival, and cheering on St. Louis sports, so for him being a part of the community has always been important. To begin his career in the financial industry, Charlie went beyond earning a degree. As an intern, he worked with Asset Consulting Group dealing with hedge fund research, and then went on to learn another side of things by working for Oppenheimer Company as an assistant to an advisor. From there, he went on to attain his Life Accident and Health Agent License, as well as FINRA Series 7 and 66 registrations. At this point, Charlie knew his experience had helped give him the foundation needed to become a financial advisor and he chose Renaissance Financial because it gave him a strong platform for working with those in his community. He is impressed with the connections that Renaissance has throughout St. Louis and is drawn to the team atmosphere. This team allows him to provide his clients with creative solutions to help them reach their financial goals. He finds the varying tools offered through Renaissance vital to his work with families in helping them prepare for their financial future, this involves everything from college funding to retirement strategies. In addition to business professionals and entrepreneurs, Charlie specializes in accountants, creative professionals, and retirees. He continues to show his commitment in everything he does and as a financial advisor, he brings this enthusiasm to each meeting and creates a lasting relationship to help guide you through the years. Outside of the office, you will see Charlie actively engaged in whatever he is doing. In his spare time, Charlie enjoys golf, squash, basketball and fly fishing. You will also see Charlie wholeheartedly dedicating himself to each project he becomes involved in. While attending the University of Missouri he was student manager for the Mizzou basketball team, as they became the Big 12 Champions. He continues to stay immersed in the community by supporting the St. Louis Chapter of Mizzou’s Young Alumni. Charlie is also a member of the Missouri Athletic Club Associate’s Board and a supporter of the Champions for Children for the Children’s Miracle Network Hospitals of Greater St. Louis.

Nick Fitzmaurice

Financial Advisor

As a college athlete and former baseball coach, Nick’s emphasis on teamwork and helping others achieve their goals makes him a perfect fit for Renaissance Financial’s collaborative culture. Nick helps clients find individual solutions that enable them to navigate the unique circumstances of their lives. By bringing his creative energy to help a wide variety of clients, Nick strives to follow the axiom that “the greatest victory is that which requires no battle.” Nick first attended Elgin Community College where he played two years of baseball and then attended Illinois State University, where he studied finance. He went on to serve as head coach of Force Elite’s 16U travel baseball team. While working as a manager of a coffee shop, he organized numerous community events with local businesses. Nick is an avid coffee drinker and enjoys discussing origins, equipment and methods of coffee roasting and brewing. Nick holds his Life, Accident, and Health Insurance Agent license, as well as his FINRA Series 7 and 66 registrations. Nick’s volunteer work includes the YMCA in Champaign, Illinois, where he led “Friday Night Fun,” creating engaging activities for the disabled community and encouraging assimilation and acceptance. A native of Geneva, Illinois, Nick now lives in St. Louis, Missouri and enjoys river fishing, disc golf and hiking. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Link: Nick Fitzmaurice

Mac Findeiss

Financial Advisor

Mac was drawn to Renaissance Financial because of the dedicated team environment and creative financial services. He saw that advisors at Renaissance work together with clients to design a unique and complete financial strategy, one that encompasses investment, insurance and tax strategy. Mac focuses on helping young professionals, families and business owners prepare a financial portfolio that best suits their needs. He helps clients throughout the St. Louis area, and in particular he connects with individuals from his hometown of Washington, MO. He was raised in a close-knit community that is dedicated to helping others, this has translated into his career as a financial advisor. Prior to joining the firm, Mac attended Westminster College in Fulton, MO where he earned a degree in Marketing, served as captain of the Football Team and named the Upper Midwest Athletic Conference (UMAC) All-Conference Tight End. He gained financial experience at the Bank of Washington and attained his Life Accident and Health Agent License, as well as FINRA Series 7 and 66 registrations. Beyond building his career, Mac stays engaged in the Washington, MO area by being a member of the Chamber of Commerce and Knights of Columbus. He also volunteers for the Make-A-Wish Foundation Young Professionals and is a Board Member for STL Village, a non-profit organization whose mission is to enhance the quality of life for age 50+ who want to stay at home and remain active as they age.

Ryan Finke, CFS®

Financial Advisor

After a year of interning for a senior advisor at Renaissance Financial, Ryan knew he found his home once he graduated. The invaluable learning experience consistently displayed to him the firm's teamwork philosophy – that every member of the company works together to help ensure the financial success of each client. He also learned worthwhile skills to jumpstart his career such as preparing client retirement projections and reviews, ensuring accuracy of the client portfolio allocations and forms, and helping answer any administrative questions regarding a client's account access and paperwork. The internship proved how much he enjoys working with retirees, professionals and young families to help ensure a healthy financial future and prepare for a successful retirement. While attending Saint Louis University (SLU), Ryan graduated magna cum laude and received a degree in business administration with a concentration in finance and a minor in music. In addition, he earned inductions into Beta Gamma Sigma, an international honor society that recognizes a limited number of students exemplifying the very best in business studies, and Alpha Sigma NU, a Jesuit honor society which identifies students who demonstrate an intelligent appreciation of, and commitment to, ideals of Jesuit education, focusing on scholarship, loyalty and service. Ryan went on to attain his Life, Accident, and Health Insurance Agent License, his FINRA Series 7 and 66 registrations, and has earned the Certified Fund Specialist (CFS) designation. Ryan's ability to excel in academics has yielded the same results within the industry. In 2016, Ryan received the Excellence in Performance Award* and was named a member of the Focus Club* by Securian Financial Services Inc. for his production in the firm. Ryan's dedication to the community is evident in the immense time he spends giving back to St. Louis. While at SLU, Ryan participated in the Service Leadership Certificate Program, which provides undergraduate business students the opportunity to develop and hone their leadership skills while serving the St. Louis community. As a result, he earned a Service Leadership Certificate, which is awarded to students that complete 300 service hours and 24 leadership workshops. Most of his service hours were spent at Food Outreach, a food pantry whose mission is to provide nutritional support and enhance the quality of life of men, women and children living with HIV/AIDS or cancer. Ryan grew up in Jefferson City, MO and now resides in St. Louis. In his spare time he enjoys continuing his community service as well as playing the piano and keeping music as an integral part of his life. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Sam Gallup

Financial Advisor

Sam was drawn to Renaissance Financial’s supportive work environment and cohesive team of well-rounded individuals. With a strong work ethic, Sam is committed to helping clients from diverse backgrounds - from young families to small businesses to retirees - as they construct their financial goals. With two previous internships in accounting and finance, Sam has gained extensive experience in manufacturing and healthcare. At Zoltek-Toray Group, he performed month-end variance analysis and account reconciliation, and prepared memos relating to impairment of long-term assets. At Cooperative Home Care, he assisted in preparing and reporting monthly financials, created pro forma statements on possible business opportunities and performed bank reconciliations. Sam holds a B.S. in accounting from Truman State University. He was the fundraising co-chair at Pi Kappa Phi fraternity, where he doubled the amount of funds raised by any other fundraising chair in the previous two years. Sam was a two-time Greek Week committee member, co-coordinating Lip Sync, an event for 1500 students. A dedicated volunteer, Sam helped facilitate Philanthropy Day at Truman State, creating gift baskets for a local dog shelter. He also volunteered at VITA (Volunteer Income Tax Association) helping individuals in the community fill out their annual taxes. Currently, Sam volunteers at CHADS Coalition where he helps raise awareness for mental health and suicide prevention. Originally from Creve Coeur, Missouri, Sam enjoys traveling across the world and experiencing different cultures. He is a Division II Varsity cross country and track athlete and remains an avid runner. He hopes to compete in the Boston and New York City marathons one day. Sam holds his Life, Accident, and Health Agent license, as well as FINRA Series 7 and 66 registrations.

Link: Sam Gallup

Scott Gassen, CFP®, ChFC®

Financial Advisor, Shareholder

Scott enjoys working with business owners as well as individuals and families. He works diligently to cultivate client relationships by providing top notch service while instilling a sense of trust and respect. He works with each client individually to develop a focused financial strategy to fit their specific needs. In 2008, Scott was presented with the New Associate of the Year Award* from Renaissance Financial and that same year Securian Financial Services recognized him as a Top New Advisor*. Scott is a member of the MDRT and has continued to excel by earning his CERTIFIED FINANCIAL PLANNER™ (CFP) certification in 2012 and Chartered Financial Consultant (ChFC) certification in 2014 from the American College. In 2015, Scott became a Renaissance Financial Shareholder, which proves his commitment to both the firm and his clients. In his spare time, Scott stays active in the community. He is a member of the Forest Park Rotary Club and the Kirkwood Optimist Club. Scott obtained his bachelor’s degree in business administration with an emphasis in finance as well as a minor in economics from Westminster College. Originally from the St. Louis area, Scott and his wife, Holly currently reside in Frontenac with their sons, Dalton and Graham.

Thomas Gensch

Financial Advisor

Thomas enjoys developing a unique strategy for each of his clients which include entrepreneurs, business professionals and families. With a strong team supporting him at Renaissance Financial, he is able to provide a variety of skills and multiple financial tools to the custom designed strategy to fit their needs. His career as a financial advisor allows him to help any and every one to work towards their financial goals, whether in the short-term or future. To prepare for his career as a financial advisor, Thomas graduated cum laude from the University of Missouri-Columbia (Mizzou) where he earned a degree in Business Administration with an emphasis in Finance and Banking. He then went on to attain his Life Accident and Health Insurance Agent License, as well as FINRA Series 7, 63 and 65 registrations. Outside of the office Thomas is active within the community. He volunteers with Big Brothers Big Sisters of Eastern Missouri, Mid Rivers Soccer Club, and Lift for Life Gym, a full-service youth activity center to alleviate the burden of poverty and build a sense of resiliency. He is also a member of the Gateway Tigers Chapter of the Mizzou Alumni Association. Thomas grew up in St. Charles, Missouri and currently resides in the Central West End in St. Louis. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Steve Gordon, ChFC®, CFS®

Financial Advisor

Steve is a financial advisor with Renaissance Financial whose areas of expertise are asset and portfolio management, retirement strategies and estate services. He has been with the firm since its inception and has been a financial advisor for over 25 years. In addition to his duties as a financial advisor for his clients, Steve is a Shareholder of Renaissance Financial. He serves on Renaissance Financial’s Investment Committee, which establishes and monitors investment policy for Renaissance Financial and its advisors. Steve is a top producing advisor of Renaissance Financial, being recognized as a Platinum Advisor* on the firm level since 2008 for his overall performance. He has also achieved one of the highest rankings on the broker/dealer level by being named into Chairman’s Club* from Securian Financial Services since 2011. Steve graduated from the University of Missouri-Columbia with a Bachelor’s Degree in Economics. He currently lives in Kirkwood with his wife Christine and their two children. Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. Member FINRA/SIPC. * Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Matt Gross, ChFC®, CFS®

Financial Advisor, Shareholder

As a father of three, Matt is focused on helping his clients prepare for the future. He understands the importance of navigating from being newlyweds to raising a family to gearing up for retirement. He will work diligently through all of the details and help make sure that the financial strategy in place is in the optimal position for each individual client. Utilizing a variety of tools such as life insurance, disability insurance, annuities and investments, Matt strives to make sure that you, your family or your business are prepared for the future. To prepare for his career path as a financial advisor, Matt attended Truman State University where he earned a Bachelor’s of Science degree in Finance. He then went on to attain his Life Accident and Health Insurance Agent License, as well as FINRA Series 7, 63 and 65 registrations. Matt continues to stay up to date within the financial industry and has received both the Certified Fund Specialist and Chartered Financial Consultant designations. In 2012, Matt achieved the status of being a Senate Club* member within Securian Financial Services, Inc. Within Renaissance, he became a Shareholder in 2015 and was also the recipient of the company’s Tom Hercules Award*, which is presented to the team member who displays integrity, generosity, leadership, and commitment, both personally and professionally. Matt was named a Platinum Advisor* for the firm in 2016 for his overall performance. Working with Matt you will find that he is dedicated and puts 100 percent into everything he does. While supporting the Foster & Adoptive Care Coalition, he helped found the FACC Junior Board and served as Financial Officer for 3 years. He spent four years playing collegiate soccer and continues to be active by spending time on the golf course with clients and friends. Matt and his wife, Ashley, proudly call Kirkwood, MO home. Here they raise their beautiful daughters, Emerey and Adelyn, along with their little brother, Brady. As a family man, you can be assured that Matt appreciates your financial goals and will strive to help you reach them. Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. * Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Victor Hoffman

Financial Advisor

Victor was drawn to Renaissance Financial for its independent and comprehensive financial advising model, which gives him the flexibility to create unique financial strategy tailored to each client. He enjoys the process of getting to know his clients so that he can help them position themselves for financial success. Victor works with a wide range of individuals and small businesses and especially enjoys helping young, hardworking professionals who strive to be successful at whatever they do. Victor lives by Calvin Coolidge’s principle that “Nothing in this world can take the place of persistence.” In his previous internship at AXA Advisors, Victor provided financial services for employees in public schools, governmental entities, and non-profit organizations. He gave clients guidance on 403(b) plans, deferred compensation plans, and advice on life insurance. Victor attended the University of Missouri-Columbia, where he earned his Bachelor of Science in personal financial planning with a minor in business. While in school, Victor was an active member in Mizzou’s Financial Planning Association (FPA) group. He holds his Illinois and Missouri Life & Health Insurance Agent license, as well as his Series 7 and Series 66 registrations. A native of Springfield, Illinois, Victor now lives north of Forest Park in University City, Missouri. Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. Member FINRA/SIPC.

Link: Victor Hoffman

Jay Huber

Group Sales Vice President

Jay helped open the doors of Renaissance Financial in 1994 and established the Employee Benefits Division the following year. He has more than 25 years of experience in the insurance industry and is recognized as a key producer for Anthem Blue Cross and Blue Shield as well as United HealthCare of the Midwest, Inc. He also previously served on the National Broker Advisory Committee at United HealthCare. Jay is responsible for the development of new group business for the division along with continued service to existing clients. As a Shareholder of Renaissance, Jay has enjoyed seeing the firm grow over the years. He feels this growth has allowed him and his team to better serve their clients. Jay is truly passionate about what he does and ensures that each group has the correct benefits plan in place. Outside of the office Jay continues to serve his community. He is a member of Cornerstone Christian Church and a supporter of the Violence Prevention Center of Southwestern Illinois. Jay resides in Belleville, IL with his wife, Krissy. Registered Representative, Securian Financial Services, Inc.

Kyle Jacobsmeyer

Financial Advisor

Kyle enjoys the challenge of looking at the big picture and combining all the working pieces into a clear strategy that helps his clients clarify the path to their financial goals. With the support of the strong and diverse team at Renaissance Financial, he is able to offer a wide variety of skills and financial tools that help customize a strategy to fit his client's unique needs. As a financial advisor, Kyle is able to help people from all walks of life. He works with young professionals, assisting them as they balance their long-term financial strategy with their immediate daily decisions. He helps families determine the financial strategies and insurance that can help meet their financial needs, allowing them to rest easy about their future. And he helps mature couples determine if their hard work in wealth management has paid off and if they are ready to retire. To prepare for his career as a financial advisor, Kyle pursued a Bachelor's degree in Business Administration at Southeast Missouri State University, graduating with honors. While there, he was President of Pi Kappa Alpha, served on the Harrison College of Business Dean's Advisory Board, actively volunteered with the local Boys and Girls Club, and traveled to London to compete in an international business competition. He then completed an internship with Boeing, where he assisted the strategy and capture team for the Global Services and Support section under Boeing Defense Systems. Kyle has gone on to receive his Life Accident and Health Insurance Agent License, as well as FINRA Series 7 and 66 registrations. And he is excited to able to serve clients in his hometown of Florissant, MO. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Nick Jones

Financial Advisor

Nick Jones joined Renaissance Financial in 2012 where he was drawn to the team atmosphere and expertise from others within the firm. Nick has always focused on finances and appreciates the customer service piece added by being a part of the right firm. While attending the University of Missouri – Columbia, he earned his degree in Finance and Banking. He excelled academically, receiving the Excellence Award Scholarship and the distinction of being on the Dean’s List. Nick participated in other activities around campus by being a member of the Farmhouse Fraternity; he coordinated a blood drive, volunteered for food banks and worked with the Coyote Hill Children’s Home. He has attained his Life Accident and Health Insurance Agent License, as well as FINRA Series 7 and 66 registrations. Nick enjoys giving back whether it is around the community or in working with his clients- for him it is extremely rewarding to help clients navigate through the many changes of life. From joining the work force or nearing retirement, Nick can help put together a financial strategy that works for you. Outside the office you can find Nick on the golf course or cheering for St. Louis sports teams. Nick is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Amanda Kaniewski

Financial Advisor

Amanda’s passion for helping others drives her to seek the financial strategies that best suit her clients. She takes the time to get to know the unique goals of each individual, family, and business she works with in order to develop the best possible path towards achieving those goals. Amanda utilizes Renaissance Financial’s team-oriented approach to service a wide range of clients, from young professionals and families to entrepreneurs and retirees. Amanda is a graduate of the University of Missouri, Columbia, with a bachelor’s degree in psychology and sociology and a minor in political science. She was active in her community and was a member of Delta Gama, Mu Chapter. In addition, Amanda served as Peer Ambassador at Monash University in Melbourne, Australia, where she lived for six months. In that role, she represented foreign exchange students to enhance the study abroad program. Originally from Algonquin, Illinois (a suburb of Chicago), Amanda now lives in Webster Groves, Missouri. She was a high school basketball camp coach and now is a dedicated volunteer for Central Missouri Humane Society, Special Olympics, and Candlelight Lodge. Amanda holds her Life, Accident, and Health Insurance, Series 7 and Series 66 designations. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. 2099578 DOFU 04/2018

Link: Amanda Kaniewski

Greg Keller

CEO, ChFC®

As founder and CEO of Renaissance Financial, Greg is often asked what he invests in, but he believes it is far more important to have a plan than to overemphasize trends. Since 1994, when Greg teamed up with 13 other financial advisors to create Renaissance Financial, he certainly wanted it to be one of the region’s premier financial service firms. And over the next 25 years it is well positioned to be just that. But what is most fundamental to the success of the firm is a simple and powerful guiding principle: Greg invests in people. It is Greg’s conviction that people who love their work make the best advisors—and ultimately offer the deepest care for their clients. Renaissance Financial’s success goes deep because Greg invests himself into the leadership experience and into those around him. They, in turn, dedicate their efforts to those they serve. A practitioner of servant-leadership, Greg makes the growth and well-being of others his priority. He has led the firm into the spot as one of the top managing firms within Securian. He would tell you his success comes from making the right investments—in people. As a result, Renaissance Financial has consistently been recognized for their outstanding culture and team satisfaction by winning various awards for being a best place to work. The enthusiasm and dedication that Greg instills in others is reflected both in the bottom line and in the effect on the community. A major priority for all those at Renaissance Financial is social responsibility and philanthropy. Greg is very active with Big Brothers Big Sisters, where he has served as a Board Member for the past eighteen years and has mentored his ‘little brother,’ Dominic for seventeen of those years. Greg’s involvement spans multiple cities. He is a member of the KC Area Development Council, a great collaborative organization that helps draw businesses to the Kansas City region. As treasurer of Arch Grants, Greg works to accelerate economic development and community revitalization by encouraging entrepreneurship in St. Louis. Greg is Chairman of Securian’s National Advisory Board Broker Dealer and Trust Committee in St. Paul, MN. He has also been a board member of Cultural Media Collaborative, based in New York, for the past seven years. Whether he is at work or at play, Greg lives with passion and enthusiasm. This is evident in his love of sharing great food and wine with friends, as well as traveling and exploring the world. He has trekked up Kilimanjaro and is currently looking forward to his next adventure of hiking to Mount Everest base camp in April 2017. Anyone care to join? Greg’s philosophy is that strong relationships produce great results. Happy advisors, happy clients. Happy CEO. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Lindsey Kerber, CFS®, CFP®

Financial Advisor

Lindsey began her career with Renaissance Financial as an analyst in the Investment Advisory department. After three years of working "behind the scenes," Lindsey decided to pursue her true passion and work face to face with clients by providing the care and service every client deserves. Specializing in investment and insurance services, Lindsey strives to help individuals and businesses accomplish their personalized financial goals. In 2006, Lindsey earned the Certified Fund Specialist (CFS) designation and in 2011, the Certified Financial Planner (CFP) certification, adding to her skill set as a financial advisor. Within Securian Financial Services she has earned the honor of being a MDRT member since 2007, Senate Club* from 2011-2016 and a 2013 member of President’s Club*. Within the firm she is a Shareholder and has been named a Platinum Advisor* since 2013. Renaissance also recognized her as a recipient of the Tom Hercules Award* in 2014, an annual award given to the person who displays integrity, generosity, leadership and commitment- both personally and professionally. Lindsey graduated with honors from the John Cook School of Business at Saint Louis University with a degree in finance. Lindsey currently resides in Des Peres with her husband, John, and their four children. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. *Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Patrick Kirby

Financial Advisor

Patrick’s commitment to his clients stems from a strong belief in the ability of a financial advisor to forge a long-term relationships that truly impacts others. As a former intern at Renaissance Financial, Patrick saw clearly that the collaborative culture of the firm was an ideal fit. Though he works with a wide range of clients, he especially enjoys helping young professionals, married couples and families on their financial journeys. A 2017 graduate of Saint Louis University, Patrick studied business analytics and majored in finance. He holds his Life, Accident, and Health Agent license, as well as his FINRA Series 7 and Series 66 registrations. Though he now lives in St. Louis’ Central West End, Patrick was born in Omaha, Nebraska where he lived until attending college. He volunteers his time as a Big Brother with the Big Brothers Big Sisters organization. Patrick is an avid golfer and caddied for ten years at the Omaha Country Club, and more recently, at the Old Warson Country Club. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Bryan Lierman

Financial Advisor

Bryan was drawn to Renaissance Financial because of the firm's overall emphasis on putting the client's needs first. He understands that each individual's economic and life situation is unique, and he makes it a priority to provide personalized and tailored financial strategies that meet their needs. With Renaissance's strong culture of teamwork, the support offered by mentors, and access to quality tools and services, Bryan helps his clients along the path to their financial goals. He enjoys helping business owners, young professionals and families in hopes of setting them up with a better financial future. Bryan earned a bachelor's degree in accounting and a master's degree in business administration from Maryville University. He then went on to attain his Missouri Life, Accident, and Health Insurance Agent license as well as FINRA Series 7 and 66 registrations. Bryan grew up in Maryland Heights and now lives in Brentwood, MO. As a native of the St. Louis area, he enjoys giving back to the community, volunteering his time at nursing home facilities around the city. In his spare time, Bryan is also an avid traveler, enjoys golf and loves the outdoors. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Aaron Martin

Financial Advisor, Shareholder

As both an accomplished financial advisor and a professional bass fisherman, Aaron’s story is unique. But, so is the story of every client, and Aaron makes it his mission to understand the distinct needs and goals of each one. His experience in the financial industry and passion for delving into the individual circumstances and values of the people he works with make Aaron a natural fit with a diverse group of clients. He is drawn toward business owners, executives, and similarly ambitious individuals who require a sound financial strategy to support their current endeavors and future aspirations, as well as the legacy they want to provide. Aaron has earned a great deal of recognition for his accomplishments in the financial industry over the past twenty years. At the national level, he has been honored as a member of the Chairman’s Club* in 2012 and 2013, and the President’s Club* in 2015 and 2016, naming him as one of the highest yielding financial services providers within Securian Financial Services, Inc. In addition to being named a Shareholder of Renaissance in 2015, he has been consistently recognized as a Platinum Advisor* since 2012, putting him in the top tier of the firm. Aaron takes great pride in his professional reputation and strives to be an integral part of a thriving team. He also appreciates being a source of inspiration to new advisors by sharing his story and offering guidance. Well-known for being a professional bass fisherman, Aaron is a strong competitor in national, regional and local bass tournaments and the former host of Bass Edge, a national top-ranked bass fishing television show that was watched by more than 8.5 million viewers. Currently, Aaron hosts the Bass Edge radio program, “The Edge”. Outside work, Aaron spends as much time as possible with his family. He and his supportive wife, Diana, and their two beautiful daughters, Maya and Malia, enjoy outdoor adventures and traveling. The family also takes an active role in their community by volunteering their time for local organizations. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. * Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Evan McGinnis

Financial Advisor

Evan enjoys working with professionals, entrepreneurs and business owners to aid them in identifying their goals and putting a strategy in place to help accumulate and protect their wealth. He understands that each person’s situation is unique and deserves a custom designed strategy to fit their needs. With a strong support team and his skill set of tax strategies, solo 401k plans and defined benefits plans, Evan is able to provide the right mix of investment and insurance products to help each client achieve their financial goals. Evan is passionate about his career and is dedicated to his client base. In 2012 he was recognized with the Excellence in Performance* award and has qualified for membership within MDRT since that same year. While attending the University of Missouri-Columbia (Mizzou), Evan earned a degree in Personal Financial Management Services. He then went on to attain his Life Accident and Health Insurance Agent Licenses for Arizona, Colorado, Illinois, Missouri, Nevada and New York as well as his FINRA Series 7 and 66 registrations. During his spare time Evan is a member of the Gateway Tigers Chapter of the Mizzou Alumni Association as well as an avid golfer and boxer. He grew up in Bridgeton, MO and currently resides in Webster Groves with his wife, Katie. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. * Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Mark Merlotti, CFP®

Financial Advisor

Mark has 25 years of experience as a financial services and executive benefits professional who empowers business owners, high net worth employees, independent professionals, top tier executives and retirees as they work to achieve financial independence. He specializes in programs for business owners and their key employees. Mark chose Renaissance Financial because he was drawn to the depth of resources and the team environment, which allows him to best serve his clients. A graduate of University of Missouri – Columbia, Mark earned his BS in accounting before going on to the Advanced Management Program at the University of North Carolina at Chapel Hill. In addition to being a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP), he has attained his FINRA Series 7, 24, 63 and 65 registrations and Life, Accident, and Health license. Mark was a Principal at Compensation Management, Inc., then served as Senior VP with Aon Hewitt’s Executive Benefits Practice. For his exceptional work at Renaissance Financial, Mark was given the Excellence in Performance Award* for 2015 and 2016, and was named a member of the Foundation Club* by Securian Financial Services Inc. for 2016. A graduate of University of Missouri – Columbia, Mark earned his BS in accounting before going on to the Advanced Management Program at the University of North Carolina at Chapel Hill. In addition to being a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP), he has attained his FINRA Series 7, 24, 63 and 65 registrations and Life, Accident, and Health license. Mark was a Principal at Compensation Management, Inc., then served as Senior VP with Aon Hewitt’s Executive Benefits Practice. For his exceptional work at Renaissance Financial, Mark was given the Excellence in Performance Award* for 2015 and 2016, and was named a member of the Foundation Club* by Securian Financial Services Inc. for 2016. Mark does not provide specific tax/legal advice and this information should not be considered as such. Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. Member FINRA/ SIPC. * Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Sam Muzik

Financial Advisor

For Sam, the unique team-oriented culture at Renaissance Financial was what drew him to the firm. The close knit and supportive community, where everyone roots as much for their colleague’s success as for their own, was too good to pass up. It is the expertise of the team that allows Sam to provide a customized, well-round and fully comprehensive financial strategy to his clients. Sam especially enjoys working with executives, business owners and young couples, and his professionalism, high level of service and support for each individual instills trust and confidence in his clients. A proud graduate of the University of Missouri, Sam majored in finance and banking along with real estate. While there, he was also committed to volunteering and giving back to the community. As part of the Alpha Epsilon Pi Fraternity, he helped raise $123,000 for the American Cancer Society. Looking to expand his horizons and understanding of the world, Sam spent time studying abroad in the Czech Republic. He brings that same enthusiasm and thirst for learning to his work at Renaissance. He has attained his FINRA Series 7 and 66 registrations as well as his Life, Accident, and Health Insurance Agent license. When Sam is not delivering quality financial help to his clients, you can find him enjoying a nice relaxing round of golf. As a St. Louis native and St. Louis sports fanatic, Sam currently lives in St. Louis, MO where you can easily hear him cheering on his favorite St. Louis teams. Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. Member FINRA/SIPC.

David Obedin, CFP®, ChFC®, CLU®

Financial Advisor

Originally from Seattle, Washington, David Obedin moved to Missouri to attend Washington University. After graduating with a Bachelor’s Degree, David remained in St. Louis and began his career in the financial services industry. A founding member of Renaissance Financial, David maintains the goal of providing his clients with a sense of security and unmatched service. He attended the Oxford Center for Post Graduate Hebrew Studies, obtaining a Certificate of Completion, and his accreditations include Chartered Financial Consultant and Chartered Life Underwriter Designations from the American College in Bryn Mawr, Pennsylvania, and a CFP Certificate from the College for Financial Planning in Denver, Colorado. David holds a Life Accident and Health Insurance Agent License, as well as FINRA Series 7, 6, 63, and 65 registrations. David and his wife, Clare Davis, are extremely active in the St. Louis community. David is the former Chairman of the Board of the Contemporary Museum of St. Louis and currently serves as a member of the Board of Trustees of the Saint Louis Art Museum. He has served on the boards of Opera Theatre of Saint Louis, Jazz at the Bistro, Washington University School of Arts and Sciences Dean’s Advisory Board, and the St. Louis Psychoanalytic Institute. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Jarett Olivastro, CFP®, CLU®

Financial Advisor, Shareholder

Jarett’s commitment to integrity and striving to do what is best for others makes him an influential team member and asset to Renaissance Financial. As a Shareholder for Renaissance, he is not only an advocate for the firm, but each individual client as well. For him, it goes beyond providing quality financial tools; he is passionate about helping others and building strong relationships with his clients. This makes him a perfect fit for individuals, families and business owners. His passion for the industry is evident also in his continued education and professional development. He has attained his Life, Accident, and Health Insurance Agent license, as well as FINRA Series 7 and 66 registrations. In 2011, he earned the CERTIFIED FINANCIAL PLANNER™ (CFP) certification and in 2013 the Chartered Life Underwriter (CLU) certification. Jarett is a proud alumnus of the University of Missouri-Columbia where he earned a degree in business administration with an emphasis on finance and banking. He also volunteers with Mission St. Louis’ Job and Leadership Training, a program that equips at risk men to become leaders in their workplace, communities and families. He is also a leader for Men’s Fraternity, an encouraging process that teaches men how to live lives of authentic manhood. Jarett grew up in Ballwin, Missouri, and currently resides in Rock Hill with his wife, Jaime, and their children, Luca, Nico, Aria and Vita. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Gary Orf, CFA®

Chief Investment Officer

Gary has endured the ever changing conditions of the investment industry since 1987. Most of that time has been spent as an Investment Analyst and Portfolio Manager for individuals, institutions, mutual funds, and private placement. He holds the Chartered Financial Analyst (CFA) designation and was pleased to join Renaissance Financial as Chief Investment Officer. At Renaissance, Gary is able to help advisors and clients in building the strategies needed to develop strong investment portfolios. His extensive knowledge covering equities, fixed income, options, and mutual funds provides a broad background to help lead the Investment Advisory team. Along with the CFA, Gary earned his BSBA in Finance from the University of Missouri-Columbia, and an MBA in Finance from the University of Missouri-St. Louis. Gary is active with the St. Elizabeth Ann Seton Men's Club, and he lives in St. Charles, MO, where both he and his wife, Shelley, were born and raised. They are proud parents of two daughters and two sons. In addition to being his kids' biggest fan, Gary enjoys small home improvement projects, traveling with Shelley to visit their college bound children, and rooting for the Missouri Tigers. Registered Representative, Securian Financial Services, Inc.

Sara Riley

Financial Advisor

Sara’s enthusiasm for listening carefully to clients’ individual needs has motivated her throughout her career and is what drew her to Renaissance Financial. In fact, Sara was previously a client, and she was deeply impressed by the way the collaborative nature of the firm allowed for matching specific client objectives with creative and successful advisors. Having been on the other side of the advisor/client relationship, Sara understands first-hand the value of the team approach and its success in serving the distinct needs of its clients. In her prior position at prominent St. Louis family law firms Green, Cordonnier & House, LLP and Keefe & Brodie, Sara supported individuals through the complicated process of divorce and subsequent asset division. While assisting clients in clarifying assets and liabilities to create a figure of total net worth, Sara built and maintained relationships of openness and trust. This relationship-focused approach is the foundation for Sara’s work as a financial advisor. Whether at the beginning of funding and planning for a brighter future, continuing to build wealth, or looking to maximize assets during retirement, Sara appreciates the opportunity to work with individuals at many stages. Sara also enjoys working with couples and young professionals who have a vision for their future, from attorneys to healthcare professionals to business owners. She advises both men and women during the financial transitions of divorce. Sara feels her passion for getting to know people and their dreams enables her to form a partnership with them that truly contributes to financial achievement and success. With her emphasis on the human component of finance, it’s not surprising that Sara studied psychology in school, first as an undergraduate at Drury University, where she graduated cum laude, and then at Webster University, where she received a Master of Arts in Counseling and Psychology, graduating with honors. While at Drury, Sara was selected to be a part of the Drury University Student Ambassadors and Psi Chi Honor Society. A member of Delta Delta Delta sorority, Sara was awarded best new member and best active member and continues to stay involved. Sara has attained her Missouri Life and Health, Series 7 and Series 66 registrations. Being of service to others has long been a focus for Sara. She has been an advocate for Kids in the Middle, an organization that helps children and family cope through divorce. Since 2009, she has been a part of the organization’s planning committees for the annual gala and wine tasting events. She is also a charter member of Kids in the Middle’s young professionals group and is a part of the St. Louis Regional Business Council’s Young Professionals Network. Born and raised in St. Louis, Sara now resides in Arnold, Missouri, with her husband Adam, where they enjoy time on their patio and visit Forest Park, where they were married, every chance they get. As an avid St. Louis sports fan, Sara and can frequently be found cheering on the Cardinals and the Blues. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Jason Riney, CFP®

Financial Advisor, Shareholder

Jason joined Renaissance Financial with the goal of assisting clients and being part of a unique team to serve them. He knew this was the right firm for him because he had experienced first-hand what it was to be a Renaissance client. With an extensive bench of team members supporting him he is able to provide quality professional service to his clients. He assists each individual client with their unique financial goals of wealth accumulation, preservation and distribution. Working with Jason you will find his dedication and attention to detail is what makes him a remarkable advisor. In addition to being a Shareholder of Renaissance Financial, Jason has been recognized as a Platinum Advisor* within the firm. In 2013 he was a 2013 Chairman’s Club* member within Securian Financial Services, Inc., honoring him with an elite group of financial professionals for his performance and counting him as one of the top financial services providers within Securian, and in 2015 he was named a Five Star Wealth Manager** by Five Star Professional Group. Jason holds a Life, Accident, and Health Insurance Agent License, as well as FINRA Series 7 and Series 66 registrations. He also earned his Certified Financial Planner (CFP) certification from the American College. Jason’s dedication extends outside of the office. He is a board member of St. Louis Sports Commission, South City Family YMCA and Southside Early Childhood Center. Jason and his wife, Gina, are the proud parents of Samantha, Jackson and Andrew. He grew up in Northern Illinois but is proud to call St. Louis home. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. * Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. ** The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review*; 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutionalized discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. 2,194 wealth managers were considered for the award; 358 (17% of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

James Schier

Financial Advisor

Putting his clients' needs first in order to help achieve their goals is what enables James to find individual solutions for small businesses, young married couples, and a wide range of clients. By bringing his creative energy to Renaissance Financial's culture of teamwork, James is able to help his clients navigate the unique circumstances of their businesses and lives. While receiving a bachelor's degree in finance and marketing from St. Louis University, James served as President of the St. Louis Chapter of Sigma Tau Gamma. During his time as President, the organization received the Earl A. Webb award for the most improved chapter by increasing growth 123% and expanding philanthropic activities and the E. Kennedy Whitesett Communications Award by introducing social media and establishing an alumni outreach program. James holds his Life Accident and Health Insurance Agent License, as well as FINRA Series 7 and 66 registrations. James was subsequently an intern at Sigma Tau Gamma, helping plan and coordinate leadership seminars for twelve different collegiate chapters. He also held an internship at Dinan Real Estate, where he assisted in the writing and production of appraisal reports and collected and analyzed data regarding local and regional economies. In addition to taking leadership roles in organizations like Sigma Tau Gamma, James volunteers for the Jesuits USA Central Province and Special Olympics of Missouri. Now a resident of Soulard, this Kansas native is especially passionate about sportsCardinals baseball in particularand loves reading about baseball analytics and statistics. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Rich Shasserre

Financial Advisor, Shareholder

Rich brings almost 20 years of insurance and investment experience to the Renaissance Financial team. This extensive experience combined with previously owning and operating a successful local company makes him a perfect fit for entrepreneurs and business owners. Rich’s strong ability to relate to business owners’ unique needs is a great asset when helping develop an effective continuation strategy. Other areas of specialty include insurance, wealth management and retirement planning. He also has a client base in Phoenix, Arizona and enjoys traveling there to visit clients, friends and cultivate new relationships. While attending the University of Missouri-St. Louis, Rich earned a business degree with a focus on marketing and management. He also attained his Life Accident and Health Insurance Agent License, as well as FINRA series 7 & 66 registrations. Rich grew up in St. Louis and enjoys giving back the place he calls home. He is a member of the Chaminade College Preparatory School Alumni Association Board of Directors and of St. Nicholas Greek Orthodox Church, where he enjoys volunteering at the annual Greek Festival with his wife Katia and their children, Samantha and Timothy. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

John T. Siefert, CFS®

Financial Advisor

As a founding member of Renaissance Financial, John’s dedication to the firm and the financial industry is evident. He serves as a Shareholder, member of the Investment Committee, Retirement Sales Executive for the Employee Benefits Division, and is one of our high performing financial advisors for the firm. John is consistently rewarded for his role as one of the firm’s high level performers and has become a mentor for many of the up and coming advisors at Renaissance. Within the firm he is honored at the highest level by being a member of Platinum Study Group*. He was voted on by his peers to be the first recipient of the Charlie Baum Award*; this is presented to the person who displays an unselfish, caring and unending commitment to the development of members of the Renaissance team. At the national level he is a member MDRT and is a consistent high ranking advisor with Securian Financial Services, recognizing him at the Chairman’s Club* level. In 2012, he continued this success and was named Gold Advisor* for Securian. John’s expertise and team approach is what draws clients to him. When working with him you receive exceptional service as well as the support of a strong team. As the Retirement Sales Executive for the Employee Benefits Division, he is able to provide each client with a vision and the tools needed to help them achieve fiscal responsibility. This proficiency is what makes him the ideal advisor for small to medium size business owners as well as high net worth individuals. In an evolving industry, he stays up to date on current changes along with potential changes, making his knowledge of qualified retirement plans and money management essential for both businesses and individuals. John’s continuing education has earned him the designation of Certified Fund Specialist. The success John has received over the years is reflected in his support of the community. He is on the Board of Directors for Angels’ Arms, the Associate Board and Marketing Committee for The Business Bank of St. Louis, and in the past he has been a Big Brother for Big Brothers Big Sisters as well as a past Board Member for the Emerging Leaders Council for the St. Louis Science Center. John resides in St. Louis, Missouri with his daughter, Kate. Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. * Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Steven E. Steinbruegge, ChFC®

Director of Advisor Development, Financial Advisor

Dedication to people and to building relationships is the cornerstone of Steve’s success, both in his career and his personal life. His extensive knowledge in investments and insurance, as well as his rigorous attention to the ever-changing features of the financial industry, are what have made him and integral part of Renaissance Financial’s strength since he joined the firm in 2000. However, it is Steve’s loyalty and commitment to clients and peers that distinguishes him the most. Steve is a Shareholder, member of the Investment Committee and acts as the Director of Advisor Development for the St. Louis office. He is a mentor and friend to new advisors, helping them advance the skills they need to be successful. He has been a Platinum Advisor* since 2014 and has twice received the firm’s Charlie Baum Award*, which is presented to the person who displays an unselfish, caring and unending commitment to the development of members of the Renaissance team. At the national level, Securian Financial Services, Inc. awarded Steve the Gold Managing Director Award* in 2010, the Diamond Field Director Award* in 2015 and the Gold Field Director of the Year Award* in 2016. Steve has also been named a member in several clubs by Securian including the President’s Club* in 2015 and the Senate Club* in 2014 and 2016. Nominated by Securian, Steve received the prestigious FrontLine Leadership Award* by GAMA International in March of 2017. This award is presented to financial advisors who are engaged in the recruiting, development and ongoing training of advisors. As a Chartered Financial Consultant, Steve has extensive knowledge in investments and insurance and specializes in helping clients prepare for the future. He finds that this specialty draws him to those who are focused on retirement preparation, successful executives/families and business owners/non-profit organizations with a wide array of financial objectives. In addition, Steve holds his Life, Accident, and Health Insurance Agent License as well as FINRA Series 7, 66 and 24 registrations. Steve’s loyalty to his clients and perseverance in helping them realize their goals is unmatched and is a natural progression of the leadership and commitment he has always shown. While at Washington University in St. Louis, Steve not only earned degrees in human resources, management and marketing, but also served as captain for both the football and baseball teams. Outside the office, Steve is a supporter of Big Brothers Big Sisters and the Cancer Support Center of St. Louis. He and his wife Erin live in St. Louis and enjoy traveling the world with family and friends and exploring their shared passion for all things related to food and wine. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. * Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. * GAMA International is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.

Joy R. Straney

Financial Advisor

Joy’s commitment to helping others navigate their financial strategy is rooted in her past experience working as commodity merchandiser with both families and corporate operations. Her time as a client helped her to understand the importance of a financial advisor who crafts each strategy according to the needs of the unique situation. Joy assists a wide range of clients and enjoys working with a variety of individuals and institutions. She is especially interested in young families and farm families who are passing down the heritage to the next generation. A graduate of Murray State University with a B.S. in agriculture business, Joy is a member of both the Gamma Xi chapter of Alpha Gamma Delta and the St. Louis Agribusiness Club. She has been an avid volunteer with the Indiana 4-H club, the National FFA organization, and gives her time to St. Martin of Tours in Flaherty, Kentucky. Joy grew up in Central Kentucky and now lives in McKinley Heights. She holds her Life, Accident, and Health Agent license, as well as FINRA Series 7 and 66 registrations. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. 1978941 DOFU 12/2017

Link: Joy R. Straney

Kristin Thompson

Financial Advisor

The driving force behind Kristin’s excellent service to her clients is strong relationships. With her compassionate and understanding approach to financial advising, she spends time and effort learning the details that make each client unique. Together, they create a strategy that reflects each individual’s goals and dreams, while helping to relieve the stress and anxiety that often surrounds money. Kristin works with a diverse group of clients, but especially enjoys guiding women in their financial journeys, helping them learn how to manage, save, invest and protect their money. In her work at Renaissance Financial, Kristin’s focus on listening is what lays the foundation for her highly successful collaborations with clients. An analytic mind that is balanced by natural empathy is a powerful combination, and Kristin has the accolades to prove it. She was the 2015 Silver Advisor of the Year at Renaissance Financial* and made Securian’s Pinnacle Club* in 2015. The year before, she qualified for Securian’s Excellence in Performance Award* which recognizes new advisors in their first 3 years who also qualify for MDRT, and in 2012 she received Renaissance Financial’s Columbus Award for her genuine interest and commitment to the growth of the company. And the list goes on. But what Kristin truly values is the ability to form strong relationships with her clients and help them take charge of, protect and invest in the future. Kristin’s passion for impacting lives is reflected in her commitment to her beloved St. Louis community. After graduating from the University of Illinois at Urbana-Champaign, where she earned a degree in Mathematics, she returned to her hometown to dedicate herself to creating positive change in the region. She attained her Life, Accident, and Health Insurance Agent License as well as FINRA Series 7 and 66 registrations and became a valued part of the Renaissance Financial team. Kristin actively invests her time and energy into the future of St. Louis and its people. Her primary focus and time goes to Wyman Center where she serves on the Board of Directors, which allows her to inspire the next generation and help them stay on track for success. She also can be found volunteering with Big Brothers Big Sisters, and Young Friends of Forest Park, and earning numerous community recognitions. She is a member of the 2015-2016 class of FOCUS’s Leadership St. Louis, joining other outstanding professionals in exploring issues such as economic development, education, social services, and the arts. For her service to the community, Kristin was part of the 2014 class of St. Louis American Young Leaders awardees, with the remarkable distinction of being the youngest awardee of the year. In 2013 she was inducted as a member of the Regional Business Council’s Young Professionals Network Leadership 100. Though Kristin’s success tends to stand out, that is never her goal. It’s much more important to her to contribute to the greater good by solving problems, making a difference, and improving lives. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. *Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Madyson Tracy

Financial Advisor

Madyson was drawn to Renaissance Financial for their culture of cooperation and their emphasis on building relationships with clients. She enjoys working with individuals and businesses to foster an environment of trust and long-term support. She works diligently on behalf of her clients by helping them realize their financial goals and by advising them on what steps to take to achieve them. A graduate of the University of Missouri - Columbia with a degree in textile apparel and merchandising, Madyson has worked as a sales associate in women’s contemporary clothing at Saks Fifth Avenue. Madyson grew up in St. Charles, Missouri, now lives on The Hill, and is an avid tennis player, playing since 2009. Madyson holds her Life, Accident, and Health Insurance Agent License, as well as her FINRA Series 7 and 66 registrations. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Patrick Van Cleave

Financial Advisor

A rewarding career helping others and giving back to the community is exactly what Patrick found at Renaissance Financial. The utilization of a team approach and commitment to integrity made for an easy transition from over six years of marketing and sales. Patrick's previous experience taught him the importance of collaboration, superior service and trustworthy relationships. Thus, Patrick's strong desire to build lasting relationships makes him a perfect fit for young professionals and growing business owners. Patrick graduated from the University of Missouri-Columbia where he earned a bachelor's degree in marketing. He also attained his Life, Accident, and Health Insurance Agent License, as well as FINRA Series 7 and 66 registrations. His exceptional work in the industry qualified him for Securian's Focus Club* in 2016. Patrick is a member of the SSM Health Cardinal Glennon Development Board for the Children's Hospital. He is a part of a group of community leaders who strive to give continuous support to the hospital's causes and events that help sustain their ability to provide the life-saving medical care to thousands of children in the local area and beyond. Patrick grew up in Brentwood, MO and now resides in the Central West End neighborhood of St. Louis with his wife, Lisa, and their dog, Gunner. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. * Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Tim Walkenhorst, CFP®

Financial Advisor, Shareholder

Tim is a stand out at Renaissance Financial and in the financial industry because of his enthusiasm, energy and dedication to finding solutions tailored specifically to each of his clients. He is deeply committed to developing a financial strategy that works over the long term and he cultivates his client relationships to last. Whether he is working with business professionals, young families or retirees, he devotes himself to understanding their current situations and needs. As a husband, father, son, brother, and friend, he recognizes the importance of making sure that his clients are prepared not only for their futures, but the futures of their families as well. Since joining Renaissance Financial in 2002, Tim has become an integral part of the firm. He mentors new financial advisors to help develop their business and is a friend to everyone throughout the office. In 2011, Tim was awarded one of the highest honors within Renaissance, the Tom Hercules Award*, which is presented to the team member that displays integrity, generosity, leadership, and commitment personally and professionally. Tim is also a Platinum Advisor*, Shareholder, and member of the Investment Committee. In 2015, Tim was named a 40 Under 40 Winner from St. Louis Business Journal, a recognition of the outstanding success of his approach to his career, which has always been to put relationships first. That, in turn, has led to financial growth. He has been recognized by Securian Financial Services by being named to their 2013 Senate Club* and Presidents Club* in 2014 and 2015. In 2014, he was named a Five Star Wealth Manager* by Five Star Professionals Group and that same year he also earned the CERTIFIED FINANCIAL PLANNER™ certification, adding to his skill set as an advisor. Beyond the office, Tim continues to give back to the community. He has been a mentor and served on several committees for Big Brothers Big Sisters of Eastern Missouri. In 2012, he chartered a new chapter for Rotary International and was the former president for the Rotary Club of Forest Park St. Louis. Tim is a proud alumnus of the University of Missouri-Kansas City, where he earned a degree from the Henry W. Bloch School of Management. Tim and his wife, Anne, currently reside in Glendale, MO with their two daughters, Rachel and Sarah and their son, Gabriel. * Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. * The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review*; 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutionalized discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winners future performance. (Number of candidates) (market) wealth managers were considered for the award; (number of award winners) (approximately (percentage) percent of the award candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professionals consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Shannon Weber

Financial Advisor

Focusing on helping individuals and businesses prepare a financial portfolio that suits their needs is a top priority for Shannon. Through detailed analysis, Shannon creates a strategy tailored to each client's unique situation, with built-in flexibility and clear objectives. In addition, he uses creative solutions to common challenges faced by business owners, and works diligently to set a financial destination that is desirable for each one. While attending the University of Missouri-Columbia, Shannon graduated cum laude and earned a degree in Agricultural Economics with a minor in Personal Financial Planning. As a former member of Alpha Gamma Rho, he is currently the Chairman for the annual Memorial Scholarship/Alumni Golf Tournament. Beyond the classroom, he spent his time as an intern at UMB Bank and FCS Financial. This, coupled with working as an office manager for Weber Brothers Farm, solidified the path for his profession. He has since attained his Life Accident and Health Insurance License, as well as FINRA Series 7 and 66 registrations. He is also a 2013 member of Securian Financial Services Focus Club* which recognizes new advisors for their hard work and dedication to their business. Shannon knows the importance of community involvement and enjoys giving back to the place he calls home. He is the President of the HavenHouse Young Professionals Board, an organization that provides the comforts of home and a community of support for those traveling to St. Louis for medical care. Additionally, he sits on the St. Charles County Board for Missouri Farm Bureau, serves as secretary for the board of directors for the St. Louis Agri-business Club, serves on the LaunchU Committee for Launch St. Louis, and is active with Big Brothers Big Sisters of Eastern Missouri. In his spare time Shannon enjoys traveling and playing golf. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. * Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Tanner Werner

Financial Advisor

“The harder I practice, the luckier I get.” Though that’s a quote usually attributed to legendary golfers like Gary Player and Arnold Palmer, it embodies the philosophy that makes Tanner Werner such an asset to our team. Tanner’s enthusiasm for learning and his appreciation for working in a collaborative environment not only brought him to Renaissance Financial, but continue to drive his mission to provide high caliber, individualized financial strategies to his clients. Whether he’s working with young professionals, small businesses or young married couples, Tanner dedicates himself to developing customized financial strategies that fit each unique individual. He truly values every interaction with his clients and colleagues and thrives in the growing and dynamic culture of Renaissance Financial. Collaboration is a familiar thing to Tanner. At John A. Logan College, he was a member of the Men’s Golf Team, and the game is still a big part of his life. In addition, he is a lover of hunting, fishing and other outdoor activities, as well as an avid Cardinals and Blues fan. Originally from Cape Girardeau, Tanner received his Bachelor’s Degree in Business with an emphasis in Finance from Southeast Missouri State University. He went on to receive his Life Accident and Health Insurance Agent License, as well as FINRA Series 7 and 66 registrations. Now a resident of St. Louis, Tanner gets true satisfaction from the hard work that creates its own luck. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Matt Witte, CPA/PFS, CASL®

Financial Advisor

Matt is a seasoned financial professional with 25 years of experience in serving the needs of clients. He is an accredited Certified Public Accountant, Personal Financial Specialist, and has earned the designation of Certified Advisor for Senior Living. He is a member of the American Institute of CPAs Personal Financial Planning Section and the American Association for Long-Term Care Insurance. Matt's areas of special interest are portfolio management, preparing families for retirement, non-qualified compensation strategies, and assisting those going through the unfamiliar situation of widowhood. Matt also has, and always will have, a special place in his heart for taxation issues. At Renaissance, Matt is honored with some of the highest honors at the firm. Since 2015, Matt received the status of Platinum Advisor* and in 2016, Matt was presented the Tom Hercules Award* for displaying qualities including integrity, generosity, leadership, and commitment both personally and professionally. He has also been qualified in 2015 and 2016 for Securian Financial Services’ Senate Club* for his commitment to excellence in the industry. Matt received a Master of Science in taxation from Fontbonne University, a Master of Business Administration from Webster University, and Bachelor of Science in accounting from Butler University in Indianapolis, Indiana. Matt enjoys being a Permanent Deacon in the Archdiocese of St. Louis. He is married to his best friend, Gina and they have four children, Sarah, Kaitie, Claire and Nicholas. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. Financial Advisors do not provide specific tax/legal advice. This information should not be considered as specific tax/legal advice. You should consult your tax/legal advisor regarding your own specific tax/legal situation. CASL designation is provided by The American College. * Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Joe Peterka

Financial Advisor

Joe’s passion for empowering others to identify and reach their financial goals is evident in the attention and care he gives his clients. He is committed to helping each client attain and enjoy financial freedom, and feels especially drawn to help families, pre-retirees, and business owners. He believes that financial success does not happen accidentally, but requires intentional strategizing that is customized to each client and an ongoing commitment to their goals. Joe received his Bachelor of Science with an emphasis in finance and real estate from the University of Missouri, Columbia. During that time, he also owned and managed several residential investment properties. He went on to earn his master’s degree in educational ministries at Covenant Theological Seminary while working there as Director of Student Housing. Growing up in West St. Louis County, Joe has continued to be active in numerous ministries and volunteer work through his local church. He lives in Maplewood with his wife, Rachel, and their three children, Jane, Corin and Teddy, and enjoys updating their 100-year-old home. In addition to being an avid reader, Joe is a sports fan and loves Cardinals baseball and Blues hockey. Joe holds his Life, Accident, and Health Agent license, as well as his FINRA Series 7 and Series 66 registrations. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

Link: Joe Peterka

Renaissance Financial

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Charles Baum, ChFC®, CLU®

John Bayer

Kerry Berger

Victoria Bolton, CFS®

William Borresen, CLU®, ChFC®

Julie Boschert Hercules, CLU®, ChFC®

Thaddeus Brija

Sue Coon

Trisha Doyle

Andrew Evola

Charlie Ferretti

Nick Fitzmaurice

Mac Findeiss

Ryan Finke, CFS®

Sam Gallup

Scott Gassen, CFP®, ChFC®

Thomas Gensch

Steve Gordon, ChFC®, CFS®

Matt Gross, ChFC®, CFS®

Victor Hoffman

Jay Huber

Kyle Jacobsmeyer

Nick Jones

Amanda Kaniewski

Greg Keller

Lindsey Kerber, CFS®, CFP®

Patrick Kirby

Bryan Lierman

Aaron Martin

Evan McGinnis

Mark Merlotti, CFP®

Sam Muzik

David Obedin, CFP®, ChFC®, CLU®

Jarett Olivastro, CFP®, CLU®

Gary Orf, CFA®

Sara Riley

Jason Riney, CFP®

James Schier

Rich Shasserre

John T. Siefert, CFS®

Steven E. Steinbruegge, ChFC®

Joy R. Straney

Kristin Thompson

Madyson Tracy

Patrick Van Cleave

Tim Walkenhorst, CFP®

Shannon Weber

Tanner Werner

Matt Witte, CPA/PFS, CASL®

Joe Peterka

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