Bison Financial Group, LLC

Spencer Wilmes is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Bison Financial Group, LLC and has previously worked at firms including The Worley Banks Group, Pinnacle Family Advisors, and Private Client Services. Wilmes is also a licensed insurance agent, engaging in the sale of various insurance products. Bison Financial Group, established in 2023, provides investment advisory and portfolio management services to individuals and high-net-worth clients. The firm employs a range of investment approaches tailored to client objectives and risk tolerance, managing approximately $96 million in assets.

David Worley is a financial advisor at Bison Financial Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, RFG Advisory, and The Worley Banks Group. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance. Bison Financial Group provides investment advisory and portfolio management services to individuals and high-net-worth clients, using a tailored approach that incorporates strategic asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading. The firm manages approximately $96 million in assets and offers discretionary managed accounts along with comprehensive financial planning.

Jordan St Clair is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Bison Financial Group, LLC, where he has worked since 2023. His prior experience includes roles at The Worley Banks Group, RFG Advisory, LLC, and NYLife Securities LLC. Bison Financial Group provides investment advisory and portfolio management services primarily to individuals and high-net-worth clients. The firm customizes investment strategies based on client objectives, time horizon, and risk tolerance, employing a variety of approaches including strategic asset allocation and both long- and short-term trading.

Shelley Christian is a financial advisor at Bison Financial Group, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Worley Banks Group, LLC and the Pattonville School District. She also operates as an independent insurance agent. Bison Financial Group provides investment advisory and portfolio management services to individuals and high-net-worth clients. The firm tailors investment strategies to client objectives and risk tolerance, employing methods such as strategic asset allocation and both long- and short-term trading.