Financial & Tax Architects is an Independent Financial Advisor & Fiduciary Located in St. Louis, MO. Providing investing guidance for individuals preparing for and during retirement.

Finance

Financial & Tax Architects

Financial & Tax Architects' headquarters in St. Louis, MO, United States

The St Louis office focuses on operational efficiency and human resources management to support the organization's growth.

St Louis

Scott Brooks

Gordon Haave

Janet Karez

Abbey Pedersen

Ben Quinney

The Leadership Team at Financial & Tax Architects is responsible for setting the strategic vision and direction of the firm, ensuring that the company effectively serves its clients’ financial and retirement planning needs. Composed of key executives including the CEO and Chief Investment Officer, the team collaborates to align technology and administrative functions with investment strategies, fostering a culture of innovation and fiduciary excellence within the organization.

Leadership Team

The Financial Analysis and Planning team at Financial & Tax Architects is responsible for developing and implementing financial strategies tailored to clients' retirement needs. They analyze market trends, assess investment options, and create comprehensive financial plans that align with clients' goals, ensuring optimal portfolio management and long-term financial security.

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Financial & Tax Architects

Org chart

Teams

Leadership Team

Financial Analysis and Planning

Offices

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Financial & Tax Architects

Org chart

Teams

Leadership Team

Financial Analysis and Planning

Offices

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