Our Team

Our Team

Si Seibert CWS© RFC

President and Founder

Si has been in the financial services industry since 1987. Before forming his own comprehensive financial planning firm, he was a national lecturer for America`s largest financial education company. He has taught over 20,000 people how to develop financial goals and maintain their personal financial plans. 

After graduating from Indiana University, he spent 13 years in high level corporate management with a Fortune 500 company. It was from his past investment experience that he chose to make a career doing what he loves ... teaching people about taxes and investments. 

As a Certified Wealth Specialist (CWS©) and a Registered Financial Consultant (RFC), Mr. Seibert keeps abreast of the ever changing environment of investments, taxes, and financial planning by maintaining a rigid schedule of annual continuing education classes. Knowledgeable in tax planning and maximizing investment returns for individuals and businesses, he can make these complex issues simple to understand.

Mr. Seibert has been honored by Who's Who of Finance and Industry, Who's Who of America, and has been named annually since 2009 by St. Louis Magazine as one of the St. Louis' Five Star Wealth Managers.*
 
With his over 30 years of financial planning experience, ongoing education, and working with a wide variety of client financial concerns, Mr. Seibert offers you an opportunity to work with a true professional to meet your financial goals and objectives.

 

*Five Star Professional, a third-party research firm, identified pre-qualified award candidates based on industry data and nominations it may have received from various industry firms and individuals in the surrounding area of the candidate. Self-nominations were not accepted and candidates do not pay a fee to be considered or placed on the final list. Award candidates were evaluated against objective eligibility and evaluation criteria including, but not limited to:

1. Credentialed as an investment adviser representative. 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: (1) has not been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; (2) has no more than three settled or pending customer complaints filed against them (excluding dismissed complaints) with any regulatory authority or through Five Star Professional’s consumer complaint process; (3) has not individually contributed to a financial settlement of a customer complaint; (4) never filed for personal bankruptcy; (5) never been convicted of a felony. 4. Accepting new clients.

The inclusion of a candidate on the final list should be not construed as an endorsement of the candidate by Five Star or any other organization. The Five Star award is not indicative of the advisor’s future investment success and may not be representative of any one client’s experience. Further, there is no guarantee that the selected advisor will be awarded this recognition by Five Star in the future. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.

Dawn Seibert

Office Manager/Tax Specialist

Connie Leonard

Client Service Representative

Lydia Schulte

Receptionist

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