Dave and his wife, Suzanne, retired from teaching careers in Missouri public schools, and he has been helping educators analyze their pension options ever since. He has assembled a team to help educators and their families make wise decisions early in their careers all the way through retirement. Dave and Suzanne are grateful for every moment with their children and grandchildren.

Jordan St. Clair is a CERTIFIED FINANCIAL PLANNER™ professional. His goal is to educate families on the importance of financial planning at any stage of their financial journey. He has a wealth of experience advising educators, physicians and business owners since 2012. Jordan lives in the St. Louis area with his wife, Joelle, and son, Joah.

Shelley joined our group after teaching high school for 14 years alongside her husband, a fellow educator. She knows firsthand the value of the PSRS pension and is passionate about helping others navigate through the system to maximize their benefits. She is a St. Louis transplant who has made this her home with her husband and three daughters.

Spencer is a CERTIFIED FINANCIAL PLANNER™ professional where he finds true enjoyment in helping clients achieve their goals. He provides proactive coaching through cash flow management, insurance, tax, estate, education, and investment planning. Spencer graduated from Drury University where he fulfilled his NCAA athletic eligibility playing baseball. He lives in the St. Louis area with his wife, Hannah.