Meramec Financial Planners, LLC

Amy Baker is a financial advisor at Meramec Financial Planners, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Clayton Financial Group, LLC, NBT Bancorp, and RPS Benefits. Meramec Financial Planners LLC serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities, providing asset management, financial planning, and retirement-plan services. The firm uses both discretionary and non-discretionary management, applying fundamental and technical analysis alongside modern portfolio theory to tailor strategies to client goals and risk tolerances.

Christopher Michalak is a financial advisor at Meramec Financial Planners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Clayton Financial Group, LLC and Moneta Group Investment Advisors, LLC. Meramec Financial Planners LLC serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm provides asset management, comprehensive financial planning, and retirement-plan services, offering both discretionary and non-discretionary management tailored to client goals and risk tolerances.

Laura Paulsell is a CFP® professional with nine years of industry experience. She currently works at Meramec Financial Planners, LLC and previously held roles at Clayton Financial Group, LLC and Moneta Group Investment Advisors LLC. Meramec Financial Planners, LLC serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities, providing asset management, comprehensive financial planning, and retirement-plan services. The firm utilizes both discretionary and non-discretionary management strategies tailored to client goals and risk tolerances, incorporating fundamental and technical analysis as well as modern portfolio theory.

Julie Bahr is a CFP® professional with 23 years of industry experience. She is currently with Meramec Financial Planners, LLC, where she joined in 2025 after ten years at Clayton Financial Group, LLC. Bahr holds Series 63 and Series 65 licenses. Meramec Financial Planners LLC serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities, providing asset management, financial planning, and retirement-plan services. The firm offers both discretionary and non-discretionary management, utilizing fundamental and technical analysis along with modern portfolio theory, and operates with a multi-advisor team holding various industry credentials.

Kelly Richert is a CFP® with five years of industry experience, currently serving at Meramec Financial Planners, LLC. Prior to joining Meramec Financial Planners in 2025, Richert worked at Clayton Financial Group, LLC and Parkside Financial Bank & Trust, where she spent 17 years. Meramec Financial Planners LLC serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities by providing asset management, financial planning, and retirement-plan services. The firm employs both discretionary and non-discretionary management, using fundamental and technical analysis alongside modern portfolio theory, and offers fiduciary plan services combined with individualized wealth management through a multi-advisor team.

Sarah Pinkley is a financial advisor at Meramec Financial Planners, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Clayton Financial Group, LLC, Saxony Capital Management, LLC, and Saxony Securities, Inc. Meramec Financial Planners serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities, offering asset management, financial planning, and retirement-plan services with both discretionary and non-discretionary management tailored to client goals and risk tolerances. The firm employs a multi-advisor team approach and provides fiduciary plan services alongside individualized wealth management.

Jennie Helm is a financial advisor at Meramec Financial Planners, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at Clayton Financial Group, LLC and Moneta Group Investment Advisors. Meramec Financial Planners serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities by providing asset management, comprehensive financial planning, and retirement-plan services. The firm offers both discretionary and non-discretionary management, tailoring strategies to client goals using fundamental and technical analysis alongside modern portfolio theory.