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Alexander H
Series 66
St. Louis, MO
Precision Wealth Strategies, LLC
Alexander Hoover is a financial advisor at Precision Wealth Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Cornerstone Wealth Management, LPL Financial, and Legends Financial Services Group. Precision Wealth Strategies, LLC provides holistic financial planning and investment management services to individuals, corporations, trusts, estates, private foundations, and retirement plans. The firm uses a “Life-Timing Allocation” investment approach to align asset allocation with clients’ cash-flow needs and risk tolerance, offering both discretionary and non-discretionary management along with specialized retirement plan consulting.
Spencer F
CFP®, Series 66
St. Louis, MO
Precision Wealth Strategies, LLC
Spencer Funk is a CFP® with 12 years of industry experience, currently serving at Precision Wealth Strategies, LLC since 2019. His prior roles include positions at Eagle Strategies, Nylife Securities LLC, Darin J. Robinson, and Schmitt Profitools. Outside of his advisory work, he manages rental properties. Precision Wealth Strategies provides comprehensive financial planning and investment management to individuals, including high-net-worth clients, as well as trusts, estates, private foundations, and retirement plans. The firm employs a Life-Timing Allocation framework that aligns asset allocation with clients’ cash-flow needs and offers services ranging from portfolio construction to retirement plan consulting.
Trevor O
Series 65
St. Louis, MO
Precision Wealth Strategies, LLC
Trevor O'Connor is a financial advisor at Precision Wealth Strategies, LLC in St. Louis, MO, with five years of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP from 2017 to 2020. Outside of his advisory role, he owns a business consulting firm, TOConsulting, LLC, and serves as Treasurer for the Iota Mu Chapter of the Theta Chi Fraternity Alumni Corporation. Precision Wealth Strategies provides holistic financial planning and investment management to individuals, including high-net-worth clients, as well as trusts, estates, private foundations, and retirement plans. The firm employs a Life-Timing Allocation framework to align asset allocation with clients’ cash-flow needs and serves as a 3(38) fiduciary for qualified retirement plans while offering comprehensive plan consulting services.
Nathan C
Series 65
St. Louis, MO
Precision Wealth Strategies, LLC
Nathan Cameron is a financial advisor at Precision Wealth Strategies, LLC with a Series 65 credential and one year of industry experience. Prior to joining Precision Wealth Strategies, he held positions at Forsyth Advisors and RubinBrown. Outside of finance, he works as a proshop attendant at Ruth Park Golf Course. Precision Wealth Strategies provides holistic financial planning and investment management services to individuals, corporations, trusts, estates, private foundations, and retirement plans. The firm employs a “Life-Timing Allocation” approach to align asset allocation with clients’ cash-flow needs and risk tolerance, and offers a range of retirement plan consulting and management services.
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