15455 Conway Road,
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor’s and staff's professional experience, then when we meet you can get to know us.
Certified Wealth Strategist®
After graduating from the University of Notre Dame in 1988 with a Bachelor of Business Administration in Finance, I founded my financial planning practice that same year. Zoeller Asset Management provides comprehensive advice and counsel to individuals, families, and business owners by creating unique and personalized wealth management plans. Our approach is to help our clients and their families in building financial security.
We use a comprehensive and disciplined approach to analyze the 13 wealth management issues that we have found to be the most important for our clients. Zoeller Asset Management is an independently-owned, full-service financial planning firm which is affiliated with First Allied Securities, Inc. This affiliation provides us a vast array of supporting resources including relationships with money managers, as well as advanced retirement planning, insurance, tax, legal and legacy planning experts.
By matching our clients’ unique financial planning issues with the team I’ve assembled, I am able to provide a customized and dedicated level of service from our office in Chesterfield, MO, a suburb of St. Louis. It’s because of our clients that my passion and enthusiasm for my practice continue to grow daily.
Outside of work, I enjoy spending time with my family. My wife Johanna and I met as students at Notre Dame, and we’ve been married for over 27 years. We have a son Joshua and a daughter Jacqueline. My hobbies include sports, music and travel. An avid runner, I’ve completed 6 marathons around the United States. Training for a marathon requires a disciplined plan, and I bring this same steadfast approach to the relationships I build with my clients and their families.
My name is Brett Siebert, and I have joined Zoeller Asset Management full time as their administrative assistant while preparing to become a financial advisor myself. I have recently graduated from the University of Missouri, with a degree in Finance and Banking and a minor in Economics. I became interested in this position after interning with Zoeller Asset Management for the past two summers, and getting a good grasp on what it means to be an advisor. Working hands on in the industry has allowed me to attain valuable knowledge and experience that has helped to reinforce my decision to go down the path of financial advising. I am excited to delve further into this profession and develop my own mission and values regarding my work. Some leisure activities that I enjoy are Frisbee Golf, Tennis and Pickle Ball. I am eager to join new clubs and committees in the St. Louis area to broaden my horizons.
Registered Representative of Cetera Advisors LLC, a registered broker-dealer Member FINRA/SIPC.
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.