Our Team

314-576-6334

Acting as Operations Director for Waters Financial Group, Ann handles the basic administration of our office. Beyond the maintenance of our systems, various accounting functions and record keeping, Ann is responsible for the day-to-day needs of clients. Whether it be administering client deposits, answering questions about basic account activity or overseeing the various application processes, Ann is our troubleshooter and helps to ensure client satisfaction. 

314-576-6669

As a Certified Financial Planner®, and registered representative of LPL Financial, Greg's duties focus on searching out and presenting investments that are suitable to address client needs and objectives. With a specific concentration on money management and estate planning for high net worth individuals, business owners and professionals, Greg has developed a specialty in working with retirees and those about to retire who want to preserve their principal and strive to ensure that their money lasts. With over 25 years of experience advising clients on their financial matters, Greg places a special emphasis on communication and education, hoping to exceed the expectations of each client.