Frank Lindwedel

Wealth Manager Assistant

As a Wealth Manager Assistant, I work closely with our clients in order to gain a better understanding of their situation to best fulfill their financial needs.

The most important aspect I see within my work is creating the best possible client experience. In order to achieve this, I hope to create and nurture meaningful relationships while developing a clear line of communication. I am a very passionate learner and I hope to promote financial literacy amongst everyone within our network. Only when I am helping others succeed financially is when I’m most satisfied with my performance.

I recently graduated from Truman State University and after interning with PWM for three summers, I’m excited to get started full time. I am a native St. Louisian and when I’m not at work you can find me attending our St. Louis Blues games, theater productions at the Fox, or concerts within the area. I am very eager to meet more people and to help make a positive impact on their financial well-being.

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TEAM MEMBERS

Ken Stansbury
LPL Financial Advisor

Eli Ramirez
LPL Financial Advisor

Mary Shirer Romagosa
Client Services Associate

Stephen Hardey
LPL Administrative Assistant

Eliza Aguayo
Client Service Specialist

James Dupuis
LPL Representative

Joseph Altic
Managing Partner

Andrew Ruzicka
Operations Director

Karey Pheney
Branch Operations Manager

Daniel Helmer
Operations Manager

Dan Bagot
Client Relationship Manager

Andy Hayes
Director Business Development | Marketing

Sogol Javan Oskouei
Wealth Manager Assistant

Emily Altic
Marketing Manager

Frank Lindwedel
Wealth Manager Assistant

Arnold Schmale
Branch Operation Manager