Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet Your Team

We take a holistic approach to retirement planning, while raising the bar on client service.

Our team of financial professionals can help you address:

  • How to protect your money against future dips in the market
  • How to evaluate ways to reduce risk while still accomplishing your goals
  • Which investments to draw income from first to reduce your tax burden
  • How to plan for major medical expenses
  • How to leave a legacy for your loved ones

We can also answer your questions, including:

  • Do I have enough money to retire?
  • Is my current portfolio too risky?
  • When should I begin taking Social Security?
  • Is a Roth Conversion right for me?
  • What should I do with my 401(k) plan?
rishi

Rishi Ghosh Founder & Principal

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

Before founding Wheelhouse Advisory Group, Rishi served as Vice President of Wealth Strategies for Duncan Financial Management. Rishi started as an intern at DFM and quickly was promoted to account manager prior to assuming his VP role, where he developed client relationships and was responsible for portfolio analysis and management. 

Rishi graduated from the University of Missouri-Columbia. He 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 is recently married and currently resides in Chesterfield, Missouri.

Email: rishi@wheelhouseretirement.com

Anthony Striker, MBA

Senior Wealth Manager

Stacey Cheek

Chief Compliance Officer

Lisa Krasznai

Client Services Manager

Diane Thiel

Administrative Assistant

Elena Lott

Paraplanner

Maggie Dunlop

New Business Associate

Rachel Meyer

Marketing Director

Security Personnel

bentley

Bentley Ghosh

Chief Security Officer

CATS

Frankie & Charlie Krasznai

Security Officer

Cylus-and-Charley-Lott

Cylus & Charley Lott

Security Officer

bo

Bo Cheek

Security Officer

Aurora

Duke & Dixie Thiel

Security Officer

Kiva-Dunlop

Kiva Dunlop

Security Officers

Aurora-Meyer

Aurora Meyer

Security Officer

Basil-Striker

Basil Striker

Security Officer

- 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.