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Michael S

CFP®, Series 63, Series 66

Santa Rosa Beach, FL

Alpine Private Wealth

Michael Stanton is a CFP® with 25 years of experience in the financial industry. He is currently a managing director at Alpine Private Wealth, where he has worked since 2017. His prior experience includes roles at J.P. Morgan Securities, Merrill, Banc of America Investment Services, and Fidelity. Alpine Private Wealth provides investment advisory and financial planning services to private wealth clients, including individuals, charitable organizations, and pension plans. The firm uses a sub-adviser model for portfolio management and offers discretionary and non-discretionary services, with a focus on tailored investment recommendations and comprehensive wealth management support.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Established Professionals
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Sean T

Series 66

Saint Louis, MO

Alpine Private Wealth

Sean Toohey is a financial advisor at Alpine Private Wealth in Saint Louis, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Cetera Advisor Networks, Renaissance Financial Corp, and TD Ameritrade. Alpine Private Wealth provides investment advisory and financial planning services to private wealth clients, including individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a sub-adviser model to build client portfolios and offers discretionary investment supervisory services, consulting, and family-office support.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Established Professionals
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Brett R

CFA®, Series 63, Series 66

Saint Louis, MO

Alpine Private Wealth

Brett Rufkahr is a CFA® charterholder with 16 years of industry experience, currently serving at Alpine Private Wealth in Saint Louis, MO. He has held roles at Alpine Private Capital, LLC, IMST Distributors, LLC, Alpine Investment Management, LLC, and Merrill. Outside of financial advisory, he is a co-owner of Pottery Hollow, Inc., a chain of pottery painting and crafts stores, and chairs the Executive Advisory Board at Saint Louis University’s John Cook School of Business. Alpine Private Wealth provides investment advisory and financial planning services to private wealth clients, including individuals, charitable organizations, and pension plans. The firm employs a sub-adviser model for portfolio management and offers discretionary investment supervisory services alongside optional family-office support.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Established Professionals
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Brian Y

CFA®, Series 63

Saint Louis, MO

Alpine Private Wealth

Brian Yost is a CFA® charterholder with six years of experience at Alpine Private Wealth and over 20 years of prior experience at Bank of America Private Bank. He holds the Series 63 designation and previously worked at IMST Distributors, LLC. Outside of his advisory role, he is a managing member of a hair salon business and serves on the board of the Fellowship of Christian Athletes, as well as treasurer for the Fly Fishers at the Crossing group. Alpine Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and businesses. The firm primarily builds client portfolios through a sub-adviser model and offers continuous discretionary and non-discretionary services, including optional family-office support.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Established Professionals
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