St. Louis, MO Office

Cody Brown is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO, holding a Series 65 credential and one year of industry experience. Prior to his current role, he has worked at Peju Winery and Ameristar Casino. He is also the owner of an apparel company, ICARDESIGN COMPANY, which specializes in T-shirts. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs and individual securities, with customizable and regularly rebalanced portfolios, and also offers retirement-plan consulting and educational seminars.

David Brooks is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been involved with Financial and Tax Architects since 1996 and also manages FTA Insurance Services, where he spends a significant portion of his time. Brooks has roles at RIA Compliance Services, LLC as well. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” with monthly account reviews and rebalancing, serving mostly discretionary clients and offering a sub-advisory business to other registered investment adviser firms.

Sean Kenney is a financial advisor at Financial & Tax Architects, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked in hospitality and construction, as well as with the Institute of Christ the King Sovereign Priest. Financial & Tax Architects primarily serves individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers discretionary portfolio management and financial planning, employing proprietary “Private Wealth Strategies” that use exchange-traded funds, individual securities, and trend-aware rebalancing.

Erion Kafazi is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 license and three years of industry experience. He has worked at Financial & Tax Architects since 2021 and previously held roles at Globe Life Liberty National Division and other companies. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” with monthly account reviews and offers sub-advisory services to other registered investment advisers.

Anthony Gitcho is a financial advisor with Financial & Tax Architects, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Financial & Tax Architects, he worked at Prudential Advisors and Colonial Life. Before his career in financial advising, he spent over a decade at Lumiere Place Casino. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Andrew Claus is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 credential and 1 year of industry experience. He has been with the firm since 2014. Financial & Tax Architects, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm utilizes proprietary “Private Wealth Strategies” involving exchange-traded funds, individual securities, and trend-aware rebalancing, with most client accounts managed on a discretionary basis.

Scott Peterson is a financial advisor with Financial & Tax Architects, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for eight years before joining Financial & Tax Architects in 2019. In addition to his advisory role, he operates as an independent insurance agent offering a range of insurance products. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Mark Kukielski is a Series 65-licensed advisor with Financial & Tax Architects, LLC in St. Louis, MO, and has eight years of industry experience. He has worked with FTA Insurance Services, LLC and Financial & Tax Architects, Inc. since 2017 and previously spent eight years at American Income Life. Kukielski also conducts fixed insurance sales as an insurance agent on a limited basis. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using exchange-traded funds, individual securities, and trend-aware rebalancing, with customized allocations across risk profiles and a notable sub-advisory business serving other registered investment advisers.

Jordan Blanton is a financial advisor with Financial & Tax Architects, LLC in St. Louis, MO. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served five years in the US Army and worked at BAE Systems for one year. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies using exchange-traded funds and individual securities, with most client relationships managed on a discretionary basis.

Gordon Haave is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Financial & Tax Architects, LLC for 10 years and previously worked at Coinrush Ltd., International Recovery Management, and Universal Fusion entities. Outside of his advisory role, he serves as managing director of Agora Trust Ltd. and is involved in media and compliance services through indirect ownership in related companies. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” featuring exchange-traded funds, individual securities, and trend-aware rebalancing, and also offers sub-advisory services to other registered investment advisers.

Donald Gaston is a financial advisor at Financial & Tax Architects, LLC in St. Louis, MO, holding Series 66 and Series 63 registrations with two years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Kelly Education. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with many client relationships managed on a discretionary basis.