Douglas A Siebert


Doug has over 40 years’ experience in the Financial Services Industry and as such has assisted many of his clients in the transition from work life to a comfortable retirement life. Doug is devoted to helping people reach their retirement goals by educating them about the common mistakes retirees can make.

He received his Certified Financial Planner (CFP) designation in 1984.

Doug is a native of Saint Louis, graduating from Affton High School. After graduation he went on to graduate from Drury College with a degree in Business Administration, Economics and Philosophy. Following college he entered Naval Flight Training and spent 7 ½ years on active duty and 17 years as a Naval Reservist during which he was the Commanding Officer of two Naval Air Reserve Squadrons.

Doug is married with 3 children and 6 grandchildren.

He is the Past President of the Missouri and Southern Illinois chapter of the Financial Planning Association and serves on the board of the West County YMCA as the chairman of the endowment committee.

Charolette L McKinney

Charolette has been in the Personal Financial Service arena for over 10 years. Prior to entering the Personal Finance business she spent 20 years working with the actuaries of various insurance companies an Actuarial Student/Financial Analyst. 

Having also been a Math and Physics High School Teacher Charolette brings her desire to educate to the people she works with.

She holds a Bachelor of Science in Mathematics and an MBA with Emphasis in Finance from Webster University

Although Charolette is not from St. Louis, she has been her for 20+ years, is married with two stepchildren and three grandchildren. She is very active in the china painting community in St. Louis and has is a Past President of the Missouri World Organization of China Painters and a Past President of the Missouri Federation of China Painters.

We manage assets for individuals and families, providing investment management, and financial planning services.

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