Wealth & Asset Management Committee
Goal: Promote and enhance learning, generate thought leadership, and provide engagement activities for CPAs in the wealth management sector. Guide and support CPAs who are interested in wealth management careers.
Members
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Jodi Bales
Partner
Miller Bales & Company PC - Columbia
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Rebecca Boyer
CFO & Multi-Family Real Estate Invest
ACME Constructors, Inc. - St. Louis
- Charles Caciano
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Douglas Clark
Managing Member
Madison Wealth Advisors, LLC - Lee'S Summit
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Michael Ferman
Retired
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Steven Gorin
Partner
Thompson Coburn LLP - St. Louis
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Andrew Grow
Director of Membership and Outreach
Missouri Society of CPAs - St. Louis
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Truman Hardy
Staff CPA
Sumner, Greub, Hulet & Schwichtenberg, PC - St. Joseph
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Gage Hatcher
Edwardsville High School - Edwardsville
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Dawn Holt
Pension Administrator
Sentinel Plan Administration, Inc - Jefferson City
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Amy Monson
Associate Professor
St. Louis Community College - St. Louis
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Dana Seipp
Member Engagement Manager
Missouri Society of CPAs - St. Louis
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Patricia Slicer
Tax Accountant
FORVIS, LLP - Branson
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Sandra Weaver
Financial Planner
Weaver Financial - Mission
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Michael Woerner
Director of FInance
Edward Jones - St. Louis
Connect
Access the MOCPA Connect Community to engage with other Wealth & Asset Management committee members.