Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet Your Team

In times of uncertainty, experience matters.


Rishi Ghosh Founder & Principal

Rishi is passionate about helping clients who are nearing or in retirement and implementing plans to help them reach their personal and financial goals.

After graduating from the University of Missouri - Columbia and working for another Registered Investment Advisor in the St. Louis area, Rishi knew that one day he wanted to own his own firm. In October of 2020, he became the Founder and Principal of Wheelhouse Advisory Group. Wheelhouse now operates 3 offices in the St. Louis area.   

Rishi is certified to offer both investment and insurance products. In addition to building custom retirement plans, he also advises clients on estate and tax-efficient planning strategies.

Outside of work, Rishi enjoys hanging out with friends and family at the golf course or Lake of the Ozarks. As an Eagle Scout, he truly enjoys the outdoors, and when he has the opportunity, you will find him with a fishing pole in one hand and the leash of his black Labrador retriever, Bentley, in the other.

Rishi currently resides in Chesterfield, Missouri with his wife, Rima and daughter, Naiya.

Meet Your Advisors

Anthony Striker, MBA

Senior Wealth Manager

Lauren Ferraro, CFP®, CPC, CPFA, AIF®

Senior Wealth Manager

Andrew Briesacher, CRPC®

Wealth Manager

Meet Your Financial Planning Team

Damon Cetro, FPQP®

Director of Financial Planning

Elena Lott

Wealth Coordinator

Noelle Thiel

Wealth Coordinator

Savannah Rippee


Garrett Bohler


Meet Your Operations Team

Maggie Dunlop

Operations Director

Stacey Cheek

Chief Compliance Officer

Lisa Krasznai

Client Services Manager

Sanni Ahmed

Client Service Associate

Jessica Ollenberger

New Business Associate

Diane Thiel

Administrative Assistant

Meet Your Creative Team

Rachel Belmar, M.S. ED

Marketing Director

Elly Butler

Marketing Associate

Security Personnel

Custom dimensions 385x385 px (1)

Bentley Ghosh

Chief Security Officer


Basil Striker

Security Officer

Custom dimensions 150x150 px

Maui and Aurora Belmar

Security Officers

Custom dimensions 150x150 px (1)

Gus and Rosie Butler

Security Officers


Bo Cheek

Security Officer


Dixie and Duke Thiel

Security Officers


Kiva Dunlop

Security Officer


Miles Ferraro

Security Officer


Cylus and Charlie Lott

Security Officers


Frankie Krasznai

Security Officer

Carl and Max Briesacher

Carl and Max Briesacher

Security Officers

- Ready to Take -The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 636.400.7889.