Michael K. Myers, AIF®
Mike Myers is a principal of Stonebridge Financial Group and has been in practice in St. Louis, Missouri, since 1997. He earned his BS in business administration from the University of Missouri – Columbia. (Go MIZZOU!)
For more than 21 years, Mike has found great pride in assisting businesses and business owners with business succession, estate, and retirement planning needs. He works with his clients to determine independent solutions for each of their complex situations. Mike also has extensive experience with company and personal retirement plans, social security retirement benefits, retirement income planning, and investment portfolio allocations. This provides the knowledge necessary to map out a thorough retirement strategy that successful clients depend on.
He and his team build long-term relationships based on trust, knowledge, and the drive to do what's best for each client given their unique financial needs and goals. He places a high value on these client relationships and considers them the backbone of the practice.
Michael holds numerous professional registrations and certifications, including the Accredited Investment Fiduciary® (AIF®) designation, widely acknowledged as the leading designation for investment fiduciaries for retirement plans and individuals; the FINRA Series 6, 7, 63, and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®; and his Missouri life and health license. He maintains client relationships and registrations to practice in many states throughout the country.
Michael lives in Pevely, Missouri, with his wife of 22 years and their two children. Outside of the office, you will find him spending time with his family, being active in church, coaching baseball, and cruising in his 1923 Ford T-Bucket with the National T-Bucket Alliance Group.
The principals of Stonebridge Financial Group are proud to be affiliated with Commonwealth Financial Network® of Waltham, Massachusetts. Our shared business vision and strong commitment to exceptional client service are now partnered with Commonwealth's customized solutions and time-saving technology. This affiliation strives to keep us focused on our mission and our clients' future.
Jeffrey A. Heveroh, AIF®
Jeffrey A. Heveroh is a founding partner of Stonebridge Financial Group in St. Louis, Missouri. He works with individuals and small business owners to provide customized wealth management, retirement income planning, estate planning, and insurance strategies for your pre- and post-retirement needs. Jeff is committed to helping his clients meet and exceed their financial goals. Jeff is an Investment Adviser Representative of Commonwealth Financial Network®. As an independent advisor for more than 15 years, he takes great pride in his independence when it comes to investment selection and investment philosophy. He believes in a simple motto when working with his clients: "Serve my clients first, last, and always."
Jeff graduated from the University of Missouri – St. Louis with a BS in business administration. He was a nine-time NCAA All-America Collegiate Swimmer during his four-year career. Jeff, his wife, Melanie, and their three children have lived in St. Louis their entire lives and are active in numerous community and school activities.
Timothy J. Nenninger, AIF®
Professional:
Timothy J. Nenninger was raised in a suburb of St. Louis, Missouri, and is a graduate of Truman State University in Kirksville, Missouri. Upon graduation, Tim began his career in the financial services industry as a planner with Lincoln Financial Advisors. At the time, Lincoln was known in the industry for its outstanding professional training program; after his first year in the program, Tim was recognized as a leading planner within the firm.
In 2003, Tim became a founding member of Stonebridge Financial Group. With more than 15 years of experience, Tim possesses knowledge that makes him invaluable to his clients. Tim believes that in order to provide world-class service and guidance, an investment professional should be free from the influences present at many of the traditional Wall Street firms. With this in mind, he earned his Accredited Investment Fiduciary® certification in 2010. Tim specializes in working with individuals and small business owners in the areas of investment, retirement, insurance, and estate planning, as well as in 401(k)s.
Personal:
Tim and his wife, Nicole, live in Eureka, Missouri, with their three boys. They are very happy to be part of the St. Louis community and feel that it is a wonderful place in which to live and raise their family. In his free time, Tim enjoys his family and friends, as well as coaching the boys' baseball and soccer teams. Tim is also a die-hard Cardinals fan.
James R. Gura
Jim grew up in the Chicagoland area, where he started his career in the financial industry over 25 years ago on the floor of the Chicago Board of Options Exchange. In 1997, he associated with Marquette Partners, where he pioneered screen-based trading and participated in developing some of the platforms available today in electronic trading. This was a fast-paced environment where he instantly digested and analyzed economic news to predict market direction. After 17 years as a successful discretionary trader, he decided to apply his knowledge and experience in a new direction, helping clients navigate the complex world of investing.
When working with clients, Jim uses his extensive experience as a market maker to create flexible and individualized plans that will best fit each client’s needs. He helps them to identify risks in their financial life by using his trading experience of studying the economy and news events, which ultimately drive market behavior. After identifying a client’s financial goals and risks, a plan is developed and continuously monitored.
Jim lives in St Louis with his wife and two teenage daughters, where they are active in their community. Jim currently serves on the Kirkwood/Des Peres Chamber of Commerce’s Board and enjoys volunteering alongside his family in many other community-building opportunities.
Matthew W. Myers
Matt specializes in working with individuals and business owners, guiding them through the often-overwhelming process of creating a comprehensive financial blueprint. He helps them achieve their financial and retirement goals based on their individual needs and level of risk tolerance. These include, but are not limited to, college funding, estate planning, retirement, and lifetime income strategies. As an independent advisor, Matt takes pride in being free from the influences that many traditional Wall Street firms encounter, especially when it comes to investment selection and philosophy.
Born and raised in St. Louis, Matt now lives in Arnold, Missouri. Outside of the office, he enjoys spending time with family and friends, participating in triathlons, playing basketball and golf, watching sporting events, and attending church.