Purpose. Sustainability. Innovation.

Private Wealth Management

Everest

Whether you are planning for the growth of your company, considering an exit transaction or preparing for your new life post-sale, Impact Wealth Consultants can provide you with a broad range of hands-on, well-honed experience. We have advised scores of founders, entrepreneurs and their families on how to successfully navigate the exit transaction, as well as negotiate significant liquidity and the potential pitfalls, as they move on personally and professionally.

Importantly, we’re a team of innovative thinkers who look well beyond the financial. We work with you to clarify your purpose and your values, and help you define the sustainable impact you want your wealth to make on your family and in the world. Expect us to deliver a very personalized solution and advice that reflects who you are and what is most important to you. To us, real wealth represents more than financial assets—it represents everything you value and hope to pass on.

Accessing a world of strategic insight and opportunity

Whether it’s helping you explore a philanthropic passion, pursue a new business venture or educate your children about financial responsibility, our team will access the resources of UBS Private Wealth Management to provide you with the thought leadership and opportunities you need.

  • Mark Wilkins photo

    Mark Wilkins

    Managing Director–Wealth Management

    Financial Advisor

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    Mark Wilkins joined UBS Private Wealth Management in 2015, following 21 years at Merrill Lynch. Prior to becoming a Private Wealth Advisor, he served as an officer in the United States Army.

    Mark is very active in several educational and military causes. Mark currently serves on the board of New Leaders, a national nonprofit organization whose mission is to develop transformational, equity-minded school leaders and advance policies and practices that ensure high academic achievement for all children—especially students of color and students from communities with lower incomes. He is a co-founder of the Second Ranger Battalion Assistance Foundation. In 2005, he founded the Mark and Patrick Wilkins Army ROTC Fund at the University of Missouri--his alma mater. In 2007, he delivered the commencement address to the graduates of the College of Arts and Sciences at MU. Mark currently serves on the Strategic Development Board for the College of Arts and Science. In 2017, Mark was asked by senior management to serve as the Senior Executive Sponsor of MOSAIC– the employee organization at UBS that promotes cultural diversity and inclusion within the firm.

    In addition to civic causes, Mark is very involved with his two children – his daughter graduated from Dartmouth and Harvard Business School; his son graduated from Culver Academy and attends Marquette University. Mark is also an avid mountain climber, having undertaken many domestic and international expeditions, including summits of Mt. Everest–Nepal, Mt. Vinson–Antarctica, and Mt. McKinley–Alaska.

    • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        8027 Forsyth Blvd, MO
        Suite 1010
        Clayton, MO 63105
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        Drew McLaughlin, CEPA®

        Senior Vice President–Wealth Management

        Financial Advisor

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        Drew focuses on family owned businesses in the Midwest. He adds financial planning and succession planning depth to the team.

        Drew had a successful career as a public accountant at Deloitte and Ernst & Young. Drew is a CEPA® (Certified Exit Planning Advisor) and a non-practicing CPA and with his broad background, he assists closely held businesses owners before, during, and after business transitions. This is often a multi-year process during which Drew and his clients build long lasting relationship.

        Drew is married and has three kids. Drew and his wife Liz live in St. Louis and enjoy taking active roles in their community. They met at the University of Tulsa, where Liz played soccer and Drew was the captain of the football team and was recognized as a Verizon Academic All-American. Drew is passionate about building our nation’s next generation of leaders and does so by coaching youth football.

        In 2011, Drew joined the finance committee of the Alzheimer’s Association of St. Louis and later joined the board. Alzheimer’s disease impacts both Drew and Liz’s extended families and they are hopeful to one day live in a world without Alzheimer’s.

            • Certified Exit Planning Advisor
            8027 Forsyth Boulevard
            10th Floor / Suite 1010
            Clayton, MO 63105
          • Elizabeth Beauboeuf

            Elizabeth Beauboeuf

            Senior Wealth Strategy Associate

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            Elizabeth Beauboeuf grew up in Evansville, IN and graduated from Saint Louis University with a BS in Accounting. Her first 6 years out of school were spent in public accounting where she worked in personal taxation for high net worth families. Immediately prior to joining UBS, Elizabeth spent more than 6 years serving multi-generational family office clients at a boutique family office practice in St. Louis, Missouri.

            Passionate about working with families with a net worth of $100 million or more, Elizabeth helps them achieve their personal, wealth transfer, and investment goals.  She understands the importance of building and executing a plan that achieves the family objectives and strengthens the family's values. Elizabeth is equally passionate about communicating the objectives and values to the family’s rising generations. She works to empower women to understand their financial and estate plans through education.

            Elizabeth is married with three children. Her husband, Stephan, is a successful entrepreneur who owns a restaurant in Chesterfield, MO. Elizabeth enjoys volunteering at her sons' school in her free time.

                  8027 Forsyth Boulevard
                  10th Floor / Suite 1010
                  Clayton, MO 63105
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                  Paul Renner

                  Associate Director

                  Senior Wealth Strategy Associate

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                  Paul joined Impact Wealth Consultants in 2008, after graduating from Washington University in St. Louis with a degree in economics. With over 15 years of experience providing financial advice, Paul now counsels clients on every aspect of their family wealth and legacy. Having grown up in Denmark and Germany, Paul brings a unique global perspective to the team. Paul currently resides in University City, a suburb of St. Louis, Missouri.

                        8027 Forsyth Boulevard
                        10th Floor / Suite 1010
                        Clayton, MO 63105
                      • Aaron Fant

                        Aaron Fant, CFP®, CIMA®, CPWA®

                        Associate Director

                        Senior Wealth Strategy Associate

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                        • CA
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                        Aaron joined Impact Wealth Consultants in 2024, following 8 years in various roles at UBS.  At the core of each of these roles has been the desire to help clients gain a clearer vision of what they want to achieve and simplify the complexities along their financial journey.

                        Aaron assists clients with the development of comprehensive planning to address lending, insurance needs, wealth transfer strategies and/or philanthropic objectives.  In addition, he supports the team’s investment due diligence efforts, so he can assess the quality of each investment in clients’ portfolios.   

                        As a former captain of his college football team, sports remain a passion in Aaron’s life.  As such, he’s equally passionate about professional athletes building their wealth so their legacies extend well beyond their respective sport.

                        Aaron graduated with a degree in Business, Organizations & Society from Franklin & Marshall College.  He currently lives in Hoboken, NJ with his fiancé.

                            • CERTIFIED FINANCIAL PLANNER™
                            51 JFK Parkway
                            Suite 240
                            Short Hills, NJ 07078
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                            Emily George Hubb, CFP®, CEPA®

                            Authorized Officer

                            Senior Wealth Strategy Associate

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                            Emily joined Impact Wealth Consultants in 2014, after graduating from the University of Missouri with an undergraduate degree in personal financial planning. Emily spearheads our Rising Gen efforts, working with our clients' children toward the ultimate goal of creating responsible stewards of wealth. She is a CERTIFIED FINANCIAL PLANNER™ professional, focusing on comprehensive financial planning and helping clients develop and implement strategies to achieve their financial goals. 

                                • Certified Exit Planning Advisor
                                • CERTIFIED FINANCIAL PLANNER™
                                8027 Forsyth Boulevard
                                10th Floor / Suite 1010
                                Clayton, MO 63105
                              • Tiffany Stewart

                                Tiffany Stewart, CFP®

                                Associate Director

                                Financial Advisor

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                                • AK
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                                Tiffany joined Impact Wealth Consultants in 2022, following almost 5 years at the UBS Wealth Advice Center. She is a New Jersey native and graduated from Rutgers University where she earned her BA in Economics. Tiffany spent her initial years after college working in marketing and the performing arts. She is now a CERTIFIED FINANCIAL PLANNER™ practitioner specializing in comprehensive financial and retirement planning for clients of all backgrounds. She is passionate about financial education and helping her clients achieve their goals.

                                In 2022, Tiffany was selected by the CEO of UBS Americas and Head of Wealth Management Americas to be a participating member of the UBS Financial Advisor's Advisory Council, where she serves as a sounding board for the firm’s leadership team.

                                Tiffany is an active member of her church and her community. She continues to partner with grassroots organizations such as the Knowledge is Power Program (KIPP) to promote financial literacy and education through workshops and events.

                                    • CERTIFIED FINANCIAL PLANNER™
                                    1000 Harbor Boulevard
                                    Weehawken, NJ 07086
                                  • Chris Booker

                                    Chris Booker

                                    Client Associate

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                                      Chris grew up in Saint Louis, Missouri and graduated from The Ohio State University with a BA in Psychology. In addition to earning his degree, he played football for the Buckeyes for three years. After college, Chris had a brief stint in the professional football world before coming to work with Impact Wealth Consultants in 2023.

                                      Chris has a sister and is the eldest child of Britt and Satonya Booker, who all live in Saint Louis as well. He has done charitable work throughout his life, mainly working in soup kitchens and in public events such as parades and fundraisers. In his free time he enjoys spending time with his family and friends and going to the movies.

                                            8027 Forsyth Boulevard
                                            10th Floor / Suite 1010
                                            Clayton, MO 63105
                                          • Kathy Dixon

                                            Kathy Dixon

                                            Authorized Officer

                                            Team Administrator

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                                            • CA
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                                            Kathy began her career at Merrill Lynch in 1987, after receiving her degree in Business Administration from the University of Missouri-St. Louis. Kathy went on to work at AG Edwards for nine years, returning to Merrill Lynch in 2008 to join Impact Wealth Consultants. Kathy is our clients' first point of contact for any personal banking needs. Outside of work, Kathy is an active member of the local Elks lodge.

                                                  8027 Forsyth Boulevard
                                                  10th Floor / Suite 1010
                                                  Clayton, MO 63105
                                                • Amanda Bickel

                                                  Amanda Bickel

                                                  Client Associate

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                                                    Amanda specializes in client service needs and supporting the team to assist in creating and maintaining a seamless process that provides an exceptional experience for the client.

                                                    Amanda earned her bachelor’s degree in Integrated Marketing Communications from Southern Illinois University at Carbondale and focused her graduate studies on Corporate Communication Management at Lindenwood University. Amanda has built her career creating a firm foundation in Client Management, Customer/Product Branding, and Public Relations.  Her experience with relationship building and striving for client service excellence has brought her to our team where she believes that the true path to success is through strong relationship development and endless care.

                                                    Amanda lives in St. Louis, Missouri with her daughter who is in grade school. She enjoys volunteering in her daughter’s school and extracurricular activities. Amanda is passionate about contributing her time and efforts to her community. She has sat on the Board of Directors for West St. Louis County Chamber of Commerce as well as dedicates her time and support to local charities and organizations including Our Lady’s Inn, JDRF, and Toys for Tots.

                                                          8027 Forsyth Boulevard
                                                          10th Floor / Suite 1010
                                                          Clayton, MO 63105
                                                        • Mary Grace Cusumano

                                                          Mary Grace Cusumano

                                                          Client Associate

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                                                            Mary Grace was born and raised in St. Louis, Missouri. In 2021, she earned her Bachelor of Arts degree in Communications from DePauw University, where she was an active member of the Women’s Lacrosse team.

                                                            Following her graduation, Mary Grace began her professional career at Aston Carter, a workforce solutions company. Starting as a Recruiter, she quickly ascended the ranks to the role of Account Manager. It was during this time that Mary Grace discovered her passion for cultivating strong client relationships.

                                                            In June 2023, Mary Grace embraced a new chapter in her career by joining UBS’ Impact Wealth Consultants. Inspired by her experiences and driven by a genuine passion for making a difference, Mary Grace is eager to support our clients in achieving their goals.

                                                            Mary Grace is the youngest of her three siblings, all brothers. In her free time, she enjoys spending time with her family, working out, and trying new restaurants in St. Louis. As a result of her passion for fitness, Mary Grace is a certified group fitness instructor and teaches indoor cycling classes at TruFusion in St. Louis, MO.

                                                                  8027 Forsyth Boulevard
                                                                  10th Floor / Suite 1010
                                                                  Clayton, MO 63105
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                                                                The confident exit

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                                                                Ready to sell your business?

                                                                The five hallmarks of a successful sale

                                                                Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

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