Our Team

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

Advisory

Patrick Lodes

Patrick Lodes

LPL Financial Advisor

(314) 394-1670

(314) 394-1671

Joe Lodes

Joe Lodes

LPL Financial Advisor

(815) 672-5850

(815) 672-4973

Operations

Sarah Mattingly

Sarah Mattingly

Licensed Administrative Assistant

(314) 394-1670

(314) 394-1671

Stacey Soulsby

Stacey Soulsby

Office Administrator

(815) 672-5850

(815) 672-4973

Diane Wattler

Diane Wattler

Director of First Impressions

(314) 394-1670

(314) 394-1671

Leslie Garrison

Leslie Garrison

Chief Operating Officer

(314) 394-1670

(314) 394-1671

Investment Team

Liyin Bao

Liyin Bao, CFA

Program & Portfolio Manager, LPL Operations Manager

(314) 394-1670

(314) 394-1671

Khurram Naveed

Khurram Naveed, CFA

Portfolio Manager, LPL Operations Manager

(314) 394-1670

(314) 394-1671

Regina Crook

Regina Crook

Sr. CWP Operations Specialist

(314) 394-1670

(314) 394-1671

Compliance

Thomas Gooden

Thomas Gooden

Chief Compliance Officer

(314) 394-1670

(314) 394-1671

Dave Kaplan

Dave Kaplan

Compliance Analyst

(636) 397-6200

(636) 397-6201

Mark Beckrich

Mark Beckrich

Compliance Analyst

(314) 394-1670

(314) 394-1671

Kim Nellesen

Kim Nellesen

Compliance Specialist

(636) 397-6200

(636) 397-6201