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Judson G
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Judson Grimshaw is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wealth Ambassadors, LLC. Prior to his advisory career, he held roles at Play it Again Sports and Worldwide Freight Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.
Martin S
Series 63, Series 65, Series 66
St. Louis, MO
Focus Partners Wealth, LLC
Martin Stephenitch is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds Series 63, 65, and 66 licenses. His prior work includes positions at The Colony Group, LLC, Scottrade, and Equitable Advisors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Jacob M
CFA®, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Jacob Masterson is a CFA® charterholder and Series 65 licensee based in St. Louis, MO, with six years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024, following a seven-year tenure at Buckingham Asset Management, LLC. Prior to his professional career, he was a student from 2009 to 2017. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, quantitative analysis, and specialized portfolio tools within an enhanced open architecture framework.
Kenneth R
Series 63, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Kenneth Rosenbaum is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Buckingham Strategic Wealth, LLC, Bam Management, LLC, and The Colony Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Patrick D
CFP®, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Patrick Donnelly is a CFP® with 20 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC for 14 years and Mintz Levin Financial Advisors LLC for 7 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.
Matthew I
CFP®, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Matthew Ilteris is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has been with The Colony Group, LLC since 2005. He is based in St. Louis, MO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Brian G
Series 66
St. Louis, MO
Focus Partners Wealth, LLC
Brian Gregorek is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Focus Partners Wealth since 2024. His prior experience includes roles at Buckingham Strategic Wealth, LLC, Edward Jones, and Lord, Abbett & Co. LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a mix of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.
Adam T
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Adam Truebe is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC and Bayer. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various portfolio tools.
Matthew R
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Matthew Romine is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 designation with six years of industry experience. His prior experience includes roles at Buckingham Strategic Wealth, GreenCourse Financial Advisors, and Cushman & Wakefield. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.
Michael M
Series 65
Clayton, MO
Focus Partners Wealth, LLC
Michael Mattern is a Series 65-credentialed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at OneDigital and Enterprise Mobility and spent four years at Purdue University. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive approach to portfolio construction, utilizing a blend of active and passive strategies, third-party managers, and private funds.
Seth H
CFA®
St. Louis, MO
Focus Partners Wealth, LLC
Seth Hieken is a CFA® charterholder based in St. Louis, MO, with 30 years of experience in the financial industry. He has worked primarily at The Colony Group, LLC, spanning over 28 years in total, with a brief tenure at Copeland Capital Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Jada D
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Jada Diedrich is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked at Buckingham Asset Management, LLC since 2013 and The Colony Group, LLC since 2024. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Bradley J
CFP®, Series 63, Series 66
St. Louis, MO
Focus Partners Wealth, LLC
Bradley Jenkins is a CFP® professional with 21 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, among other firms. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies within an enhanced open architecture framework.
Aaron V
Series 63, Series 66
St. Louis, MO
Focus Partners Wealth, LLC
Aaron Vickar is a financial advisor with Focus Partners Wealth, LLC and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including prior roles at Buckingham Strategic Wealth, LLC and Bam Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Douglas C
PFS™, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Douglas Clark is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Soltys & Clark, CPA LLC, and Madison Wealth Advisors, LLC. Outside of his advisory work, he serves as a board member for the Scarborough Group of Companies, a global logistics and warehousing business. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, along with access to private funds and third-party separate account managers.
Jackson W
CFP®
St. Louis, MO
Focus Partners Wealth, LLC
Jackson Ward is a CFP® professional with one year of industry experience, currently affiliated with Focus Partners Wealth, LLC. His work history includes roles at Wilkerson Advisory Group, WR Wealth Planners, and prior experience in both brewing and bottling companies, as well as university positions at the University of Missouri Columbia. Outside of financial services, he has been involved in the Flatbranch Pub & Brewing and Fitz's Bottling Co. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.
Jonathan T
Series 63, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Jonathan Thrun is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Colony Group, LLC since 2009. Focus Partners serves high-net-worth individuals, families, family offices, corporate, and institutional clients by offering wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Jordan P
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Jordan Priddy is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Buckingham Strategic Wealth, Legacy Financial Strategies, and Focus Partners Wealth. Prior to his financial advisory career, he spent four years at Custom Wood Products and Kansas State University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.
Brian B
CFP®, Series 63, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Brian Brush is a CFP® professional with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has held previous roles at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Lumia Wealth, LLC (formerly Cornerstone Wealth Advisors, LLC). Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Stephanie S
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Stephanie Sather is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with various specialized portfolio management tools.
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