Financial Advisor, Managing Partner
Many of John's clients came to him because they no longer wanted the hassle of managing their own portfolios or they were not sure that they were managing it as efficiently and effectively as they wanted. Others were nearing retirement, had a 401(k), and wanted a retirement plan. John provides clients with customized, comprehensive financial & investment advice, including tax-advantaged strategies, income strategies, and risk management solutions such as insurance.
As a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Consultant®, he specializes in investment strategy, wealth accumulation and retirement planning with families and business owners. As a CFPTM professional, one of the duties owed to his clients is the fiduciary duty, whereby he acts as a fiduciary when providing Financial Advice to a client. Please see the CFP Board's Code of Ethics and Standards of Conduct.
A St. Louis native, John puts his experience to work with a passion to improve the financial lives of those around him. That is also one of the main objectives for co-founding One Bridge Wealth Management: to continuously improve the financial lives of his clients and the services delivered to them.
John lives with his wife and two sons in St. Louis. Other than spending time with them, he enjoys spending time at his family farm and anything outdoors.
Contact him today to learn more about his services and how One Bridge Wealth Management can help you reach your financial goals.
2023 Five Star Wealth Manager Award, created by Five Star Professional. Presented in October 2023 based on data gathered within 12 months preceding the issue date. 2,691advisors were considered, 167 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com
Financial Advisor, Managing Partner
Mark, a native of Hermann, Missouri, got his start in the financial field right after graduating from Truman State University in December 2001. He's always had a fondness for saving, investing, and all things numbers since high school. It was natural then that his first official job out of college was in the financial field, where he was hired to be an advisor and has never looked back.
Those early days and subsequent years in the profession have taught him what it truly means to be an advisor. It's not just about investing and crafting portfolios for clients, although that's certainly a major role. It's also adding value through social security planning, reviewing debt management questions, just to name a few. He views his job as one in which listening and communicating easy-to-understand plans are tantamount to his practice.
Today, while he has a relatively broad base of clients, his specialty is in serving the unique needs and dynamics associated with teachers and attorneys.
Mark lives in O'Fallon, Missouri, with his wife, Mary Ann, and kids (Ellie, Ryan, and Claire). Outside of his professional life, he loves to watch his kids play various sports, and most weekends you can find him in a gym or at a soccer field.
Client Service Associate
Kellie assists John and Mark in many aspects of wealth management and client service. She has spent her entire career providing professional customer service and brings that set of skills with her to the role of office management for the firm. She brings a smile to work every day and finds the greatest value in the process of helping people achieve their goals.
When Kellie isn’t working, you’ll find her spending as much time as possible with her son, Alec, a high school senior, and friends and family, including her three dogs. As a small town girl originally from Southern Illinois, that free time involves a country music concert as much as possible.