RubinBrown Advisors LLC

Thomas Tesar is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, with 18 years of industry experience. He has been with RubinBrown Advisors since 2006. He holds the Series 63 and Series 65 credentials. RubinBrown Advisors is a multi-team SEC-registered investment adviser with 21 advisors serving individuals, foundations, and retirement plan sponsors across approximately 1,100 client relationships. The firm offers investment advisory services including non-discretionary portfolio advice and model-based discretionary management, financial planning, and consulting, utilizing model portfolios, third-party managers, and tax-aware strategies.

Edita Hamzagic is a financial advisor at RubinBrown Advisors LLC with a Series 65 designation and four years of industry experience. She has worked at RubinBrown Advisors since 2019 and previously held roles at Duff & Phelps LLC and Ryan LLC. RubinBrown Advisors is a multi-team SEC-registered investment adviser serving individuals, foundations, and retirement plan sponsors through a combination of non-discretionary and model-based discretionary portfolio management, financial planning, and consulting services. The firm emphasizes the use of model portfolios, third-party managers, and tax-aware investment techniques across approximately 1,100 client relationships.

Diane Dercher is a CFP® with 14 years of industry experience, currently serving as an advisor at RubinBrown Advisors LLC since 2020. She previously worked for Wealth Management Advisors, Inc. for nine years. RubinBrown Advisors, LLC is a multi-team SEC-registered investment adviser with 21 advisors serving individuals, foundations, and retirement plan sponsors across approximately 1,100 client relationships. The firm offers investment advisory services, financial planning, and retirement plan sponsor services, utilizing model portfolios, third-party managers, and tax-aware techniques such as tax-loss harvesting.

Luke Dema is a financial advisor with RubinBrown Advisors LLC, holding a Series 65 designation and one year of experience. His prior roles include positions at American Century Investments and involvement with nonprofit organization American Public Square. He has also been affiliated with academic institutions such as the University of Richmond and The London School of Economics and Political Science. RubinBrown Advisors, LLC is a multi-team SEC-registered investment adviser with 21 advisors serving individuals, foundations, and retirement plan sponsors across approximately 1,100 client relationships. The firm offers investment advisory services, financial planning, retirement plan sponsor services, and consulting, utilizing model portfolios, third-party managers, and tax-aware strategies.

Paul Watkins is a CFP® with 21 years of industry experience, currently serving as a financial advisor at RubinBrown Advisors LLC since 2020. Prior to joining RubinBrown, he worked for Wealth Management Advisors, Inc. for 20 years. RubinBrown Advisors, LLC is a multi-team SEC-registered investment adviser with 21 advisors serving individuals, foundations, and retirement plan sponsors across approximately 1,100 client relationships. The firm offers investment advisory services, financial planning, retirement plan sponsor services, and consulting, using model portfolios, third-party managers, and tax-aware strategies.

Deborah Maret is a Series 65-licensed financial advisor at RubinBrown Advisors LLC with 23 years of industry experience. She has been with RubinBrown Advisors since 2017 and previously worked at BDO Wealth Advisors, LLC from 2015 to 2017. RubinBrown Advisors, LLC is a multi-team SEC-registered investment adviser with 21 advisors serving individuals, foundations, and retirement plan sponsors across about 1,100 client relationships. The firm offers investment advisory services, financial planning, and consulting, utilizing model portfolios and tax-aware strategies, with a focus on non-discretionary portfolio management.

Scott Quinn is a CFP®, PFS™, and Series 65 credentialed advisor with 23 years of industry experience. He has been with RubinBrown Advisors LLC in St. Louis, MO, since 2002. RubinBrown Advisors, LLC is a multi-team SEC-registered investment adviser with 21 advisors serving individuals, foundations, and retirement plan sponsors across approximately 1,100 client relationships. The firm offers investment advisory services, financial planning, retirement plan sponsor services, and consulting, focusing primarily on non-discretionary portfolio advice and recently introduced model-based discretionary management.

Daniel Courtney is a CFP® with 32 years of industry experience, currently serving at RubinBrown Advisors LLC in Denver, CO. His prior roles include positions at Blend Financial, Inc. dba Origin Financial, Block Advisors, Crestmoor Partners, LLC, Advisors Asset Management, Inc., and Roka Capital Advisors. He maintains Crestmoor Partners LLC only to close out the business and is no longer actively involved with it. RubinBrown Advisors LLC is a multi-team SEC-registered investment adviser with 21 advisors serving individuals, foundations, and retirement plan sponsors across approximately 1,100 client relationships. The firm provides a range of investment advisory services, financial planning, and consulting, with an emphasis on model portfolios, tax-aware techniques, and integration of held-away assets into client reporting.

Jason Uetrecht is a CFP® professional with nine years of industry experience, currently serving at RubinBrown Advisors LLC since 2016. He is also a tax partner at RubinBrown LLP, where he leads tax client engagements and financial planning. RubinBrown Advisors LLC is a multi-team SEC-registered investment adviser with 21 advisors serving individuals, foundations, and retirement plan sponsors across approximately 1,100 client relationships. The firm offers investment advisory services, financial planning, and consulting, with a focus on non-discretionary portfolio advice and model-based discretionary management using tax-aware strategies.

Timothy Haehnel is a Series 65-licensed financial advisor at RubinBrown Advisors LLC with four years of industry experience. He has worked at RubinBrown Advisors since 2017 with a brief period at Vanderbilt University. RubinBrown Advisors is a multi-team SEC-registered investment adviser with 21 advisors serving individuals, foundations, and retirement plan sponsors across approximately 1,100 client relationships. The firm offers non-discretionary and discretionary investment advisory services, financial planning, and consulting, utilizing model portfolios, third-party managers, and tax-aware strategies.

Steven Wisniewski is a CFP®-certified financial advisor with 15 years of industry experience, currently with RubinBrown Advisors LLC since 2016. He previously worked with RubinBrown Brokerage Services for two years. Based in St. Louis, MO, he holds the Series 66 designation. RubinBrown Advisors is a multi-team SEC-registered investment adviser with 21 advisors serving individuals, foundations, and retirement plan sponsors across approximately 1,100 client relationships. The firm offers investment advisory services, financial planning, and consulting, focusing primarily on non-discretionary portfolio advice and model-based discretionary management using model portfolios, third-party managers, and tax-aware strategies.

Joseph Mcauliffe is a CFP®-certified financial advisor with 17 years of industry experience. He currently works at RubinBrown Advisors LLC and has previously held positions at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. since 2007. RubinBrown Advisors is a multi-team SEC-registered investment adviser serving individuals, foundations, and retirement plan sponsors across approximately 1,100 client relationships. The firm offers investment advisory services, financial planning, and consulting, with a focus on non-discretionary portfolio advice and recently introduced model-based discretionary management.

Amy King is a CFP® with nine years of industry experience, currently serving as a financial advisor at RubinBrown Advisors LLC since 2016. She holds a Series 65 license and is based in Denver, CO. Amy has been with RubinBrown Advisors and its affiliated accounting firm, RubinBrown LLP, throughout her professional career. RubinBrown Advisors is a multi-team SEC-registered investment adviser with 21 advisors serving individuals, foundations, and retirement plan sponsors across about 1,100 client relationships. The firm offers both non-discretionary and discretionary portfolio management, financial planning, and consulting, utilizing model portfolios composed of mutual funds and ETFs along with tax-aware strategies.

Isaac Schreckenberg is a financial advisor at RubinBrown Advisors LLC with a Series 65 designation and one year of industry experience. His background includes roles at RubinBrown Advisors, RubinBrown LLP, Ameriprise Financial, and Kennedy Capital Management, as well as prior involvement with Illinois State University Career Services and entrepreneurial experience at Brite Worx Car Washery. RubinBrown Advisors is a multi-team SEC-registered investment adviser serving individuals, foundations, and retirement plan sponsors through a combination of non-discretionary portfolio advice, model-based discretionary management, financial planning, and consulting. The firm employs model portfolios, third-party managers, and tax-aware strategies, managing approximately $3.26 billion in non-discretionary assets as of mid-2025.

Michael Bean II is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at RubinBrown Advisors LLC since 2020. He has been associated with RubinBrown LLP since 2017 and worked at FerrellGas from 2015 to 2016. RubinBrown Advisors LLC is a multi-team SEC-registered investment adviser with 21 advisors, serving individuals, foundations, and retirement plan sponsors across approximately 1,100 client relationships. The firm offers investment advisory services, financial planning, and consulting, with an emphasis on model portfolios, tax-aware techniques, and aggregation of held-away assets.