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Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
(314) 576-6767 ext. 107
I am a partner with Pines Wealth Management, LLC. My primary passion in owning my own financial-planning firm, is to create, develop and maintain long-term personal relationships with my clients. Through the lens of experience in my over 27 years of advising and helping clients, I’ve discovered that in order to establish the appropriate strategies for each client, every detail matters. Through our unique financial-planning discovery process, we listen, and develop the necessary strategies to help you. What I do is highly personalized for each and every client in the areas of Investments, Insurance, Retirement, and Estate Planning.
I have a bachelor’s degree from Eastern Illinois University, and have also completed the CFP® Professional Education Program. I have achieved the CERTIFIED FINANCIAL PLANNER™ designation. Additionally, I have a Certified Funds Specialist degree from the Institute of Business and Finance. I make it an annual goal to keep improving my financial-planning knowledge through academia, and to stay current with technical advances in my industry.
My wife, Kerry and I were married in 1994. We have 3 children that we enjoy spending time with. Outside of my business I enjoy, running, reading, golfing, traveling and cycling. In addition, I enjoy volunteering my time with the Knights of Columbus, and the St. Louis Youth Soccer community, by helping players reach their full potential through training and coaching.
314-576-6767 ext. 108
I am a partner with Pines Wealth Management, LLC. I understand the variety of concerns my clients have about themselves, their families or the businesses they run. My passion is to create a unique experience for each and every client, by developing and building on a deeply personal relationship to discover what’s important to them. To help them create and implement a plan to help them today, as well as in the future. Each client relationship is built on the foundation of mutual respect, knowledge and trust.
I have achieved the following designations that enhance my knowledge in investments and financial planning: CFP®, Chartered Life Underwriter and Chartered Financial Consultant. I graduated from Michigan State University earning a bachelor's degree in communications in 1974. As part of my ongoing commitment to my clients and my profession, I belong to The Society of Financial Professionals and I’m also a CERTIFIED FINANCIAL PLANNER™ practitioner.
Outside of the office, I stay active in my community, I’ve been involved with several non-profit organizations, a leader in the Boy Scouts of America and I’m a proud father to two Eagle Scouts, and as an elder in my church. In my leisure time, I enjoy snow skiing, biking and family activities. My wife, Debbie and I reside in Chesterfield, MO.
314-576-6767 ext. 109
Kerry joined Pines Wealth Management in 2006 as Marketing Director. In the many years since joining the firm, she has learned to wear multiple hats. When you hire Lon to be your advisor, there’s a good chance that Kerry has directly or indirectly assisted in setting up and maintaining your accounts. If you’ve enjoyed the client educational workshops, dinners or yearly Advocate programs then you’ve taken part in what makes Kerry such an integral part of our team.
Kerry graduated from Eastern Illinois University with a degree in Marketing. She worked in sales in the St. Louis community for 17 years before joining Lon at Pines Wealth.
Lon and Kerry have been married since 1994 and have 3 children. Outside the office they enjoy traveling, cooking, reading and cheering for the Green Bay Packers, St. Louis Cardinals and all the soccer teams their kids have played for.
Client Service Specialist
314-576-6767 ext. 100
Lisa is the first smiling face that you may see as you walk through our door.
She has been an integral part of the Pines Wealth Management group since it was established in 2003, and continues to provide administrative support to Cliff, Lon and the entire Pines Wealth team.
Lisa thoroughly understands the logistical side of our operations, as well as how to best serve the needs of our clients especially helping them navigate through investment account activities and procedures. She enjoys meeting and getting to know new clients, as well as catching up with the familiar faces of our longtime clients.
Lisa is a native St. Louisan, and enjoys traveling, playing golf, and spending time with family when she can manage to get them all in one city at one time!