Broker Check

Meet The Team

If You'll Give Us A Moment, We'll Give You A Lifetime!

When managing your assets and setting your financial goals, it's important that you trust your financial services professional. Striving to hire quality individuals in our field, Executive Financial Group, LLC (EFG) takes great pride in our employees. Listed below is our dedicated team of qualified professionals. You owe it to yourself to trust an experienced financial services professional.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Call or Email Now and let us customize a plan for you and your loved ones at no cost and no obligation.

Charlene Cox

Charlene Cox

Financial Services Professional

(314) 878-4950

(314) 878-4575

Darris Smith

Darris Smith

Financial Services Professional

(314) 878-4950

(314) 878-4575

Jean  Sandifer

Jean Sandifer*

Investment Advisor Representative

(314) 878-4950

(314) 878-4575

Keaton Purdy

Keaton Purdy

Financial Services Professional

(314) 878-4950

(314) 878-4575

Margalyn Payne Wheatley

Margalyn Payne Wheatley

Financial Services Professional

(314) 878-4950

(314) 878-4575

Matthew Short

Matthew Short*

Investment Advisor Representative

(314) 878-4950

(314) 878-4575

Monica Boyd

Monica Boyd*

Registered Representative

(314) 878-4950

(314) 878-4575

Nicholas Raupp

Nicholas Raupp*

Financial Services Professional

(314) 878-4950

(314) 878-4575

Nicole D. Jenkins

Nicole D. Jenkins*

Registered Representative

(314) 878-4950

(314) 878-4575

Robert Cronley

Robert Cronley

Financial Services Professional

(314) 878-4950

(314) 878-4575

Rochelle Gates

Rochelle Gates

Administrative Assistant

(314) 878-4950

(314) 878-4575

Ross Cathie

Ross Cathie

Financial Services Professional

(314) 878-4950

(314) 878-4575

Paul Muniz

Paul Muniz

Financial Services Professional

(314) 878-4950

(314) 878-4575

Syndal Lewis

Syndal Lewis

Recruiting Coordinator

(314) 878-4950

(314) 878-4575

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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