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CEO & Senior Wealth Manager

James T. Reding

  • J.D.
  • AIF®
  • CTFA®
  • NAPFA®
I act as your legal fiduciary.

Background

Jim has over twenty-five years of experience in investment management and comprehensive wealth planning.  Jim attended Rockhurst University on a soccer scholarship, and he graduated with honors (B.S.B.A. in Finance and Economics).  Jim received his Juris Doctorate Degree from St. Louis University School of Law and he graduated cum laude.  Jim worked at Monsanto in mergers & acquisitions prior to starting his own comprehensive wealth planning firm in 1996.  Jim is a member of the Missouri Bar, the National Association of Professional Financial Advisors (NAPFA) and he has earned the following professional certifications: Accredited Investment Fiduciary (AIF), Certified Trust and Financial Advisor (CTFA) and he is a member of the Missouri Bar Association.

Jim has been named as one of the best Financial Advisors in St. Louis and has written numerous articles and white papers on investment and financial planning, including an article called “Millionaires in the Making” which was published by Money Magazine and an article on 401(k) plan fees that was published by the St. Louis Business Journal.

Jim has volunteered for several charities, including serving on the investment committee for the Sisters of the Most Precious Blood and the endowment committee for St. Alban Roe Catholic Church.