Our Team

As an independent advisor, Patrick Lodes takes pride in providing resources and support to clients as they embark on their financial journeys.

Patrick Lodes

Patrick Lodes

LPL Financial Advisor

(314) 394-1670

(314) 394-1671

Sarah Mattingly

Sarah Mattingly

Licensed Administrative Assistant

(314) 394-1670

(314) 394-1671

Leslie Garrison

Leslie Garrison

Chief Operating Officer

(314) 394-1670

(314) 394-1671

Bill Friebel

Bill Friebel, CFP®, CRPC®

EVP, Head of Growth Initiatives

(314) 394-1670

(314) 394-1671

Thomas Gooden

Thomas Gooden, AIF®

Chief Compliance Officer

(636) 397-6200

(636) 397-6201

Dave Kaplan

Dave Kaplan

Compliance Analyst

(636) 397-6200

(636) 394-6201

Diane Wattler

Diane Wattler

Director of First Impressions

(314) 394-1670

(314) 394-1671

Liyin Bao, CFA

Liyin Bao, CFA

Portfolio Manager, LPL Operations Manager

(314) 394-1670

(314) 394-1671

Khurram Naveed, CFA

Khurram Naveed, CFA

Co-Portfolio Manager, LPL Operations Manager

(314) 394-1670

(314) 394-1671

Regina Crook

Regina Crook

Advisor Services Associate

(314) 394-1670

(314) 394-1671