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.