Our Team
SERVICES
Our team is a unique blend of former educators specializing in pension analysis and CERTIFIED FINANCIAL PLANNER™ professionals. Together we help families pull together all areas of their financial life to create a plan for their future. We are fee-based fiduciaries, always focused on putting our clients first.
Comprehensive Planning
Our CERTIFIED FINANCIAL PLANNER™ professionals are industry experts bringing the different aspects of financial planning together to develop a comprehensive plan. These aspects can include estate planning, investments, risk management, asset protection, tax planning and more.
Investment Management
Our goal is to bring world class asset management to all our clients using our experience and planning software. We fulfill our fiduciary responsibility by partnering with a team of investment specialists that help our clients match their portfolio to their comprehensive plan.
Pension Analysis
With over 40 years of experience in education, we specialize in helping Missouri educators understand and optimize their PSRS/ PEERS pension. Whether you are retiring soon or are early in your career, we can offer guidance to maximize your pension.
Strategic Partner
Fiducient Advisors is our third-party consulting firm, offering tailored investment solutions through research-driven insights and proprietary tools. Their expertise guides our client's assest strategies to help achieve their financial goals.
Chad Tischer, CFP®, Partner
Counsels wealthy families, nonprofit organizations and financial advisory firms on their investment strategies
Jacqueline Rondini, CFP®, Principal, Senior Consultant
Services clients by providing advice and expertise on asset allocation, portfolio design, and overall investment management
Benjamin Van Zoest, Consulting Analyst
Assists in servicing clients by offering expertise on asset allocation, portfolio design and manager selection
Get in Touch
Bison Financial Group Office
12645 Olive Blvd – Suite 229
Creve Coeur, MO 63141
Directions from 270 and Olive Blvd Intersection
-
Head west on Olive Blvd for 1 mile.
-
Turn right onto Heritage Place – just past the Dierberg’s Market.
-
Drive 0.2 miles on Heritage Place and turn left into the parking lot.
Directions from 141 and Olive Blvd Intersection
-
Head east on Olive Blvd for 1.9 miles.
-
Turn left onto Heritage Place – just past the Buffalo Wild Wings.
-
Drive 0.2 miles on Heritage Place and turn left into the parking lot.
Our office is located in the 3-story Edge@West office building. There is plenty of surface parking directly in front of the building.
Our suite is through the doors to your left as you enter the building, but we’ll meet you in the lobby area and lead you to the conference room.
Message us if you would like to inquire about our services.