About our team

We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

Chris Williams – Chris has twenty-two years of wealth management experience. Chris and his wife Brooke lives in The Central West End are of St. Louis, and have two daughters (Caitlin & Claire) and two sons (Daniel & Patrick). Chris enjoys skiing, playing hockey, coaching kid’s sports teams, and traveling with family. 

Brian Landzaat, CTFA – Brian has sixteen years of wealth management experience. Brian and his wife Nicole, live just outside of St. Louis, Missouri in the city of Webster Groves, and have a daughter (Margot) and son (Felix). Brian enjoys music, the outdoors, and cooking with the family. 

Lincoln Sorensen – Lincoln has twelve years of wealth management experience. Lincoln and his wife, Claire, live in St. Louis in the Warson Woods neighborhood and have twins Lincoln III and Frances.  Lincoln enjoys playing golf, following St. Louis & Mizzou sports, and spending time with family and friends.