Investment Advisory

Creating Unique Strategies Based on Your Investment Goals

When you invest with Renaissance Financial’s Investment Advisory Services, you get a hands-on team of highly experienced investment professionals who are equipped to help you get the most from your money. We work with you to create a roadmap for your financial portfolio based on your unique investment objectives, liquidity needs, tolerance of risk, and time horizon. Whether you have one investment goal or an array of complex needs, we put our investment knowledge and experience to work for you.

Click below to read our quarterly Investment Advisory Newsletter.

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Benefits of Our Investment Advisory Services:

Personalized one-on-one attention from trusted investment professionals
Comprehensive knowledge of the vast array of investment choices available to you
Thorough understanding of current market conditions and how it affects your investments
Customized investment strategies using stocks, bonds, mutual funds, private money managers, and specific strategies geared toward your needs
Professional investment guidance based on in-depth research, creating a well-thought-out strategy that helps anchor emotions when the market hits rough patches
Rigorous due diligence via ongoing monitoring
Service and expertise that allows you the time to focus on your family and your business

How Our Investment Advisory Services Work:

Develop an investment profile: We work with you to determine the appropriate mix of assets that fit your needs, taking into consideration your investment goals, the time frame you want to invest, and all of your feelings surrounding risk and what you're comfortable with.
Choose the right investments: Based on your customized profile and strategy, we help create a diversified* portfolio with a long-term perspective in mind.
Portfolio monitoring: We review the overall market as well as specific investments on an ongoing basis. We spend a great deal of time watching all of this so you don’t have to.
Making adjustments: Life changes, and so do your investment goals. Ongoing meetings with us will allow for your portfolio to be reviewed and adjusted through each stage of your life.

*A diversified portfolio does not assure a profit or protect against loss in a declining market.

Meet The Investment Advisory Team

Gary Orf, CFA®

Chief Investment Officer & Financial Advisor

(314) 932-4300

James Wright, CFA®

Director, Investment Research & Financial Advisor

(314) 932-4271

Eric Siefert, CFP®, ChFC®, CFS®

Director, Investment Solutions

Thomas Wons, CFA®

Investment Strategy Specialist

Bradley Worthen

Fintech Solutions Analyst

Christine Fitzmaurice

Vice President, Compliance and Investment Operations

John Noddings

Director, Investments Systems Design and Billing

Lisa Guthrie

Manager, Investment Operations

Lea Hartigan

Manager, Annuity & Investment Advisory Accounts

Chris Jones

Manager, Trading

Justin Amling

Billing Service Associate

Jacob Kayser

Trader

Brandon Haid

Trader

Caden Farr

Billing Service Associate

Jesse Suhre

Investment Operations Team Lead

Noah Hood

Investment Advisory Operations Associate

Ethan Staples

Investment Advisory Operations Associate