About

I have the knowledge, training, and resources to help my clients succeed financially. My goal is to provide superior client service. I believe a long-term relationship is built on the trust earned through integrity, hard work and service.

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Gregg Lippert

Managing Director – Investment Officer
Financial Advisor

With twenty-four years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.

I began my financial services career as a Financial Advisor with UBS Paine Webber. In 2013, I joined Merrill Lynch, where I worked for 12 years. I then moved my financial practice to Wells Fargo Advisors in St. Louis. I have served St. Louis area investors for twenty-four years and look forward to helping them meet their financial goals for many years to come.

I earned my BS/BA degree in Business Management from University of Missouri in Columbia. In addition to the FINRA Series 7, 6, 31, 63, and 66 securities registrations, I hold the Qualified Plan Financial Consultant designation.

 Away from the office, I am an avid pickle ball player, enjoy golfing and spending time with my two boys.

Jeanette Schoenberg

Senior Registered Client Associate