Experience

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.

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. 

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.

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®.

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.