Specialists

Andy Busby

Director of Wealth Management - STL

(314) 548-4879

As a Sales Manager and Producer, I’m here to assist with any case consultation and/or joint field work. Retirement planning is my area of expertise specializing in working with Labor Unions and their members planning for retirement. I...

Anthony Wight, CFP®

Planner - STL

(314) 548 - 4030

awight@financialguide.com

My role is to support our advisors and their clients through this in-depth planning process. This includes analyzing the client’s situation, addressing any missing pieces, designing the plan, and developing objective actionable...

Conrad Capellen

Annuity Specialist

(636) 728-2475

ccapellen@financialguide.com

Greg Brockmeier

Life Insurance Specialist

(314) 548-4003

(636) 728-1018

gbrockmeier@massmutualbrokerage.com

At Synergy Wealth Solutions, a MassMutual Firm, we believe the combined efforts of our dynamic team is greater than the sum of each individual part. Together, we offer clients the unique opportunity to leave a legacy by providing...

John Weeks CLTC®, CPFA®

Financial Planner, Disability Specialist, & Long-Term Care Specialist

(636) 728-2482

jweeks@financialguide.com

I live in O’Fallon, MO with my wife, Elizabeth, and four children: Whitney, Anniston, Savannah and Ford. When I'm not spending time with family, I enjoy being involved with Crider Health Center (now Compass Health Network) and my...

Kyle Ortmann

Legacy Specialist - STL

(314) 548-4557

kortmann@financialguide.com

I serve as the firm’s Legacy Specialist and as a financial advisor. In my Legacy Specialist role, I work with orphan clients to assist them with their products and answer questions. I am able to assist advisors using my team of support...

Marc Chenot

Director of Investments - STL

(636) 728-2427

mchenot@financialguide.com

I’m responsible for promoting MMLIS investment business within the Firm, education on MMLIS/CRIA products and programs (including help on navigating Wealthscape and Envestnet platforms), individual case consultation, liaison between...

Matthew Merrick

Financial Advisor

(636) 728-2474

mmerrick@financialguide.com

Preparing for the next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance...

R. Jacob Swearingen, CFP®

Director of Financial Planning - STL

(314) 548-4805

swearingenj@financialguide.com

My role is centered around collaborating with our advisors in developing complex personal plans as well as business plans. On the operations side, I help ensure the planning department is running efficiently as well as assisting...