John F. Horan III

Managing Director  &  Chief Compliance Officer

SEC Broker Check

Mr. Horan is a Senior Investment Advisor with over 23 years of experience, 14 as Vice President at Merrill Lynch & Co. 

Mr. Horan attended high school in La Jolla California, and college at The University of Arizona in Tucson AZ.

On the weekends you can find Mr. Horan mountain biking trails around St. Louis, chasing his nine-year old son John, or relaxing with his wife Rachel and his 23 year old daughter Katie.

Recently, Mr. Horan, his wife and their home were featured in the St. Louis Post Dispatch


Mr. David M. Apted

Senior Wealth Management Advisor

SEC Broker Check

Mr. Apted is a veteran Investment Advisor, beginning his career with Mass Mutual over 39 years ago.  As a Senior Investment Advisor, as well as a licensed insurance agent, Mr. Apted is skilled at evaluating insurance options for corporate executives with buy-sell agreements, estate tax minimizing, and charitable giving.

Mr. Apted credits his unwavering commitment to client service from his experience having worked in many of the Apted family businesses: his grandmother's  legendary restaurant "Miss Hulling’s Cafeteria", the landmark "Cheshire Inn Hotel" and the "Creve Coeur Racquet Club".

Read David's Blog!