1451 High Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Wealth Management Team
Wealth Manager and Financial Planner
www.mygenfinitywealth.com Matt was born and raised in New Melle, Missouri, a small town in western St. Charles County. He graduated with a B.S., from the University of Missouri-Columbia with a degree in Consumer and Family Economics...
CERTIFIED FINANCIAL PLANNER™
Jordan is a Washington native, graduating from St. Francis Borgia before graduating from the University of Missouri with a bachelors in Finance and a masters in Accounting. He earned his CPA (Certified Public Accountant) designation in...
Carrie Rufkahr is an insurance specialist focusing on advanced planning concepts and employee benefits. This includes income replacement, long term care, legacy planning, deferred compensation, buy sell arrangements, key man policies...
Branch Marketing Associate and Sales Assistant
I am the first face you see as you enter our beautiful office, as well as the voice you hear upon calling. Having over 15 years of experience with LPL helps me to maintain the day to day services our client’s accounts require and...
Branch Operations Manager
As part of GenFinity Wealth Management, I wear multiple hats while being centrally focused with the operations of the firm. Whether it’s helping to prep for upcoming client meetings, cultivating client relationships, or working...
Portfolio Manager, LPL Operations Manager
Liyin Bao, CFA, leads Cornerstone Wealth Management’s Model Wealth Program. Since joining the firm in 2012, he has managed a broad range of equity and fixed income portfolios in the program. In 2019, Liyin took on leading the...
Senior Analyst, LPL Operations Manager
Client Services Associate
Chief Compliance Officer
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.