Tailored wealth advice

Professional guidance that helps inspire confidence

St Louis Archway

At Simons and Cordes Wealth Management, we believe there is nothing more important than working with a team that truly understands the goals that are most important to you. Our track record speaks to the many men, women and their families who are actively preparing for or now living the retirement they earned. Building confidence in the future is what we do every day.

The value of a home town team
Our roots are in St. Louis. Like so many of our clients, it’s where we’ve raised families, built our business and invested hours of service to causes that mean so much to us. We believe in the same Midwestern values you do—hard work, discipline and dedication to community and family. We understand the importance of accessibility, which is why no matter where you are in the U.S., we’re available to help you.

As your financial advocates for the long term, each member of our team shares in your success as if it were our own. Simply, our priority is and always will be you.

Co-workers in a lobby

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • David W. Simons

    David Simons, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • ME
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    As a CERTIFIED FINANCIAL PLANNER, Dave understands firsthand how planning can make a real difference in his clients’ lives. He is truly gratified watching a multigenerational plan come to fruition. From fostering a relationship built on trust and accessibility, to managing an investment strategy based on defined goals and objectives, he stands by that plan through retirement and beyond.

    Seeing success play out over time is Dave’s goal for every client. In addition to his broad-based planning knowledge, his passion and experience in comprehensive wealth management has earned him dozens of appearances on radio stations across the country, as well as on television and in business publications. Dave is equally passionate about his life outside of business. He sits on the the Advisory Board for the Fellowship of Christian Athletes (FCA), the Planned Giving Committee for Ronald McDonald House, and serves in a variety of roles within his church, including membership on the Board of Directors.

    On the personal side of things, Dave and his wife have two adult children.  His daughter is married and lives in Houston where she works in the psychology department at the University of Texas.  His son plans to become a physician and is currently going through the arduous process of studying for exams, attending medical school, and eventually going through a residency program.  Dave is a dedicated triathlete and competes in multiple races throughout the year and around the country. He and his wife are active in their church and enjoy their two dogs – a Sheltie and Bernese Mountain Dog.

    Dave is a 1984 graduate from the University of Missouri-Columbia.

    • Forbes Best-in-State Wealth Advisors, 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.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        17107 Chesterfield Airport Rd
        Suite 200
        Chesterfield, MO 63005
        david.simons@ubs.com
        David Simons, CFP
        17107 Chesterfield Airport Rd,Chesterfield,MO,63005
      • Thomas M. Cordes

        Thomas Cordes, CFA

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • IA
        • IL
        • IN
        • KS
        • MD
        • ME
        • MI
        • MO
        • MT
        • NC
        • NJ
        • NV
        • NY
        • OH
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI

        Tom takes great satisfaction helping his clients plan for the future. The “planning engineer” of the team, he applies his knowledge as a Chartered Financial Analyst to portfolio analysis, construction of investment strategies, and the designing of asset allocation models. These are the tools that enable him to build client confidence, reduce worry and bring clarity to many uncertain situations. 

        Outside of work, Tom’s world centers on his family and his faith. He has served on the finance committee at his children’s school and volunteers at his church on a regular basis. He coaches youth hockey and teaches kids not just about the sport, but more about character development, integrity, and discipline.  

        Tom is a 1999 cum laude graduate of St. Louis University with a degree in economics.  He also holds a Masters degree in Financial Analysis from the College for Financial Planning.  Prior to St. Louis University, Tom graduated from Culver Military Academy in northern Indiana where he lettered in ice hockey and golf. 

        Tom and his wife have three children from middle school to high school and are seemingly traveling around the Midwest and beyond every year for baseball, ice hockey and softball. 

        • Forbes Best-in-State Wealth Advisors, 2024The 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.
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            17107 Chesterfield Airport Rd
            Suite 200
            Chesterfield, MO 63005
            thomas.cordes@ubs.com
            Thomas Cordes, CFA
            17107 Chesterfield Airport Rd,Chesterfield,MO,63005
          • Jean Delmain

            J Kathryn Delmain

            Wealth Management Associate

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            • CA
            • FL
            • IL
            • MO
            • NV
            • TX

            Kathy is the engine that keeps her team running smoothly. For more than 20 years, she has been their strong and stable source for all administrative and operational aspects of their practice. Kathy is also a leader outside of work, as well. Kathy is a fully registered Senior Client Service Associate. Her FINRA licenses include Series 7 and 66. 

            A member of the Pacific Eagles Club and team captain for Race for a cure in Pacific, she also volunteers for events for the Musella Foundation for Brain Tumor Research. In her spare time, Kathy enjoys boating with the family, shooting pool, crafting, and getting together with friends. She and her family live in Villa Ridge, MO.

                  17107 Chesterfield Airport Rd
                  Suite 200
                  Chesterfield, MO 63005
                  kathy.delmain@ubs.com
                  J Kathryn Delmain
                  17107 Chesterfield Airport Rd,Chesterfield,MO,63005
                • Brandon Luke Mallinckrodt

                  Brandon Mallinckrodt, CFP

                  Wealth Strategy Associate

                  CERTIFIED FINANCIAL PLANNER™

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                  • IL
                  • MO

                  Brandon is the Wealth Strategy Associate on our team, providing clients with comprehensive wealth planning strategies and helping clients pursue their individual goals.  His responsibilities include developing dynamic retirement/financial plans, monitoring portfolio allocations, and directing the trading of client investments to meet their personal life goals.  Prior to joining the Simons & Cordes Wealth Management Group, Brandon worked for a local investment management firm communicating directly with financial advisors and their clients nationally to build unique and customized investment portfolios for high net worth individuals. His main focus was providing tailored advice for advisors and their clients on how to weather the current market environment and what opportunities lie ahead, while at the same time coordinating efforts with national sales/marketing teams to launch and promote new portfolios and products to meet the ever-changing needs of clients and institutions.

                  Brandon and his wife, Heather, love to spend time traveling, exploring, and experiencing all this world has to offer.  When he is not working or traveling, Brandon also loves to golf and play softball.

                  Brandon graduated from the University of Indiana – Kelley School of Business with a Masters in Business Administration with an emphasis in Finance in 2016.  He also attended the University of Missouri – Columbia and earned his BSBA in Finance and Banking in 2008.  Brandon has earned designations as a CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor™, and the Certified Investment Management Analyst™ designation, CIMA® through the University of Chicago Booth School of Business, in conjunction with the Investments & Wealth Institute®.

                      • CERTIFIED FINANCIAL PLANNER™
                      • Certified Exit Planning Advisor
                      • Certified Investment Management Analyst®
                      17107 Chesterfield Airport Rd
                      Suite 200
                      Chesterfield, MO 63005
                      brandon.mallinckrodt@ubs.com
                      Brandon Mallinckrodt, CFP
                      17107 Chesterfield Airport Rd,Chesterfield,MO,63005
                    • Jennifer Kothe

                      Jennifer Kothe

                      Client Associate

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                        Jennifer is our client liason and is resposible for setting up review meetings, touching base with clients and making sure personal issues are cared for.

                        Jenn received her B.S. in Elementary Education from Missouri State University and spent 5 years as a Therapeutic Educational Support Program Specialist with the Francis Howell School District in St. Charles, MO. In her free time she enjoys photography, hiking and pending time with family and friends.

                         

                              17107 Chesterfield Airport Rd
                              Suite 200
                              Chesterfield, MO 63005
                              jennifer.kothe@ubs.com
                              Jennifer Kothe
                              17107 Chesterfield Airport Rd,Chesterfield,MO,63005

                            Global Wealth Report 2024

                            Crafted wealth intelligence

                            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                            Gain additional insights into the trends shaping wealth in the US and around the world.

                            Download the report

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