Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet Your Team

The team behind Wheelhouse Advisory Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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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.

Anthony Striker, MBA

Senior Associate Advisor

Stacey Cheek

Chief Compliance Officer

Lisa Krasznai

Client Services Manager

Diane Thiel

New Business Associate

Pat Mauzy

Client Relationship Coordinator

Elena Lott

Paraplanner

Security Personnel

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Bentley Ghosh

Chief Security Officer

CATS

Frankie & Charlie Krasznai

Security Officer

Cylus-and-Charley-Lott

Cylus & Charley Lott

Security Officer

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Bo Cheek

Security Officer

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Duke & Dixie Thiel

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.