Detalus Advisors, LLC

Joseph Garea is a financial advisor with Detalus Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Detalus Advisors since 2001 and is also a managing member of Manchester Partners LLC. Outside of his advisory work, he serves on the board of managers for KTRS Radio and is involved with several other business entities unrelated to investment services. Detalus Advisors provides wealth and portfolio management to individual, high-net-worth, nonprofit, pension, corporate, and insurance clients. The firm employs actively managed, globally diversified strategies and offers discretionary and non-discretionary portfolio management, financial planning, and a wrap-fee digital program through a partnership with Marstone.

Thomas Giunta is a financial advisor at Detalus Advisors, LLC in St. Louis, MO, holding a Series 65 designation. He has one year of industry experience, beginning his career with Detalus Advisors after completing ten years as a student. Detalus Advisors provides wealth management and portfolio management services to individual and high-net-worth clients, charitable organizations, pension and profit-sharing plans, corporations, and insurance company clients. The firm employs actively managed, globally diversified strategies primarily using mutual funds and ETFs, incorporating internal research along with third-party resources such as BlackRock and 55ip, and offers discretionary and non-discretionary portfolio management, ERISA plan advisory, financial planning, and a wrap-fee digital program in partnership with Marstone.

Michael Deberge is a CFP® professional with four years of industry experience, currently serving as an advisor at Detalus Advisors, LLC in St. Louis, MO. Prior to joining Detalus Advisors in 2021, he worked at Waste Management, Inc. for eleven years. He is also licensed as an insurance representative for Detalus Insurance Services, LLC, an affiliated insurance company. Detalus Advisors provides wealth and portfolio management services to individuals, high-net-worth clients, nonprofits, pension plans, corporations, and insurance companies. The firm employs actively managed, globally diversified strategies and offers discretionary and non-discretionary portfolio management, financial planning, and a digital wrap-fee program in partnership with Marstone.

Wayne Tate is a financial advisor at Detalus Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Detalus Advisors since 2003. Detalus Advisors provides wealth and portfolio management services to a diverse client base including individuals, high-net-worth clients, nonprofits, pension plans, corporations, and insurance companies. The firm employs actively managed, globally diversified strategies and utilizes tools such as derivatives and tax-optimization technology, alongside partnerships with firms like BlackRock and Marstone.

Andrew Phipps is a CFP® with two years of industry experience, currently serving at Detalus Advisors, LLC. His prior roles include positions at Moneta Group Investment Advisors, LLC, Andres CPAs & Advisors, BKD CPAs & Advisors, and Stifel, Nicolaus & Company. Detalus Advisors provides wealth management and portfolio management services to individuals, high-net-worth clients, charitable organizations, pension plans, corporations, and insurance company clients. The firm employs actively managed, globally diversified strategies using mutual funds, ETFs, derivatives, and tax-optimization technology, and offers both discretionary and non-discretionary portfolio management alongside financial planning and a wrap-fee digital program.

Clinton Lewis is a financial advisor at Detalus Advisors, LLC with 31 years of industry experience. He has been with Detalus Advisors since 2001 and previously worked at Detalus Securities. Outside of his advisory role, he is involved in several business ventures including ownership in Manchester Holdings and BCS Financial Services, the latter providing credit card processing services. Detalus Advisors provides wealth management and portfolio management services to individual and high-net-worth clients, nonprofit organizations, pension plans, corporations, and insurance company clients. The firm employs actively managed, globally diversified strategies and offers a combination of discretionary and non-discretionary portfolio management, financial planning, and a wrap-fee digital program through a partnership with Marstone.

Cheryl Anthony is a financial advisor at Detalus Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 designations with 39 years of industry experience. She has been with Detalus Advisors since 2009 and previously worked at Detalus Securities, LLC. Detalus Advisors provides wealth and portfolio management services to individual and high-net-worth clients, charitable and nonprofit organizations, pension and profit-sharing plans, corporations, and insurance company clients. The firm employs actively managed, globally diversified strategies with internal research and third-party resources, offering both discretionary and non-discretionary management alongside financial planning and a wrap-fee digital program.

Alexander Walker is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Detalus Advisors, LLC since 2020 and previously held roles at MML Investors Services, LLC, MassMutual, PB&J, and Lindenwood University. He is also licensed as an insurance representative of Detalus Insurance Services, LLC, an affiliated insurance company. Detalus Advisors provides wealth management and portfolio management services to individual and high-net-worth clients, charitable and nonprofit organizations, pension and profit-sharing plans, corporations, and insurance company clients. The firm employs actively managed, globally diversified strategies using mutual funds, ETFs, derivatives, and tax-optimization tools, and offers a wrap-fee digital program through a partnership with Marstone.

Jeffrey Holley is a financial advisor with Detalus Advisors, LLC in St. Louis, Missouri, holding a Series 66 designation and 16 years of industry experience. He has been with Detalus Advisors since 2013. In addition to his advisory role, Mr. Holley is licensed as an insurance representative with Detalus Insurance Services, LLC, an affiliated insurance company. Detalus Advisors provides wealth and portfolio management services to individual and high-net-worth clients, nonprofits, pension plans, corporations, and insurance companies. The firm employs actively managed, globally diversified strategies with a combination of internal research and third-party resources, and it offers discretionary and non-discretionary portfolio management, financial planning, and a wrap-fee digital program in partnership with Marstone.

Randall Graham is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Detalus Advisors, LLC since 2006. Outside of his advisory role, he is involved as a member and owner of Manchester Holdings, a non-investment-related business. Detalus Advisors provides wealth and portfolio management services to individuals, high-net-worth clients, nonprofits, pension plans, corporations, and insurance company clients. The firm employs actively managed, globally diversified strategies with an investment approach that includes derivatives and tax-optimization technology, and it sponsors a wrap-fee digital program in partnership with Marstone.

Steven Rull is a financial advisor with Detalus Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Detalus Advisors since 2002 and previously worked at Detalus Securities, LLC. Outside of advisory work, Rull is involved in several business ventures including ownership and board roles in a commercial lending company, a bank holding company, and a radio station. Detalus Advisors provides wealth management and portfolio management services to individuals, high-net-worth clients, nonprofits, pension plans, corporations, and insurance companies. The firm uses actively managed, globally diversified strategies with an emphasis on written Investment Policy Statements, and incorporates tools such as options strategies, borrowing in managed accounts, and partnerships with third-party providers like BlackRock and 55ip.

Marion Mcdowell Jr. is a financial advisor at Detalus Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MCDOWELL, KENSHALO & JESOP, LLC for 45 years. In addition to his advisory role, Mr. McDowell is a Certified Public Accountant and occasionally provides accounting services separate from his investment work. Detalus Advisors offers wealth and portfolio management to individuals, high-net-worth clients, nonprofits, pension plans, corporations, and insurance companies. The firm uses actively managed, globally diversified strategies with mutual funds, ETFs, derivatives, and tax-optimization tools, and sponsors a wrap-fee digital program in partnership with Marstone.