Spring 2016 issue of Horizons

FEATURE | What the St. Louis Cardinals and RubinBrown’s Wealth Management Services Have in Common

Talent Development Every member of the RubinBrown’s Wealth Management Services team strives to improve their skills every day. Experience, designations and licenses are all important components of a talented wealth management team. For example, the majority of team members have their CPAs. Other designations include JD (Attorney), LLM (Master of Laws), CFP (Certified Financial Planner), CTA (Commodity Trading Advisor), and PFS (Personal Financial Specialist). So just like professional baseball players, talented RubinBrown Wealth Management professionals want to play for a winning club where their talents can contribute to the team’s continued success.

The execution of this methodology can only happen with a team of talented professionals that are trained and committed to winning for the client.

RubinBrown’s Wealth Management Services Group The mission of RubinBrown’s Wealth Management Services Group is to assist and advise you in achieving both your personal and financial goals.

Bob Jordan, CPA, PFS — St. Louis Partner-In-Charge Wealth Management Services Group 314.290.3221 bob.jordan@rubinbrown.com

Ed Warren, CPA, CFP ® — Kansas City Partner Wealth Management Services Group 913.499.4410 ed.warren@rubinbrown.com

Brian Frevert, CPA, CFP ® , CGMA — Denver

Steve Wisniewski — St. Louis Partner Wealth Management Services Group 314.678.3560 steve.wisniewski@rubinbrown.com

Partner Wealth Management Services Group 303.952.1231 brian.frevert@rubinbrown.com

page 24 | horizons Spring 2016