The Mike Kelley Foundation - Archford Capital Strategies

Archford Capital Strategies

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SWANSEA, ILLINOIS
Archford Capital Strategies
13 Wolf Creek Dr., Suite #2
Swansea, IL 62226
PHONE: 618.416.7085

Archford Accounting
13 Wolf Creek Dr., Suite #2
Swansea, IL 62226
PHONE: 618.622.0200

EDWARDSVILLE, ILLINOIS
Archford Capital Strategies
Edwardsville, IL 62025
PHONE: 618.622.0200
(By Appointment Only)

Archford Accounting
Edwardsville, IL 62025
PHONE: 618.692.9282
(By Appointment Only)

SAINT LOUIS, MISSOURI
Archford Capital Strategies
St. Louis, MO 63102
PHONE: 314.433.7085
(By Appointment Only)

EXPERIENCE ARCHFORD
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Client Relationship Summary

Certain Advisory Persons of Archford may also serve as an employee of Archford Consulting, LLC. Archford Consulting is a non-advisory consulting business that assists businesses and high net worth individuals with non-advisory support services. Clients of Archford may be offered the services of Archford Consulting.

This web site is intended to provide general information about Archford. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. Archford does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

Archford will provide all prospective clients with a copy of our current Form ADV, Part 2 (Disclosure Brochure") prior to commencing an advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time, you can contact us to request a hardcopy.

Social Media Websites Archford may utilize third-party websites that include social media websites, blogs and other interactive content. The Advisor considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, the Advisor may retain a copy of information that the Advisor or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Advisor or the SEC.

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by the Advisor's advisory persons after entering into an advisory agreement and provided the Advisor with all requested information about your background.

At Archford, we take care of families. We want our clients to feel that their finances and futures are in the best hands, always. This is why we have a succession plan in place should something ever happen to our key personnel. Our plan allows the team and our process to continue without interruption to best serve our clients.

DMgt

The Doctor of Management (DMgt) is typically acknowledged as an applied research degree within the study of management. The focus is on the application of management theories and learning how practical research can be used to identify or solve industry problems.

AEP®

The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils.

JD

Juris Doctor

This is the highest law degree in the United States. A JD degree represents professional recognition that the holder has a doctoral degree in law. Due to the length of study required in the United States to attain a law degree, the name reflects its status as a professional degree.

EA

FPQP™

The Financial Paraplanner Qualified Professional™ (FPQP™) program covers the main facets in personal financial planning with a focus on practical application, such as estate, tax, retirement, insurance, and investments. Holding the FPQP™ designation demonstrates that the individual can gather, review, and analyze financial information and provide clients with a comprehensive picture of their financial well-being.

CEPA®

Certified Exit Planning Advisor
Professionals with this designation have passed an exam and completed the Exit Planning Institute’s CEPA Program, which is the most widely accepted and endorsed program of its kind. Graduates of the program have mastered the Value Acceleration Methodology, which integrates exit strategy into the business, personal, and financial goals of the business owner.

CRPC®

Chartered Retirement Planning Counselor – CRPC
This designation, the nation’s premier retirement planning credential, is awarded by the College for Financial Planning. CRPCs have mastered client-centric retirement planning in a comprehensive graduate-level program that covers all aspects of the retirement process.

ChFC®

Chartered Financial Consultant

A ChFC is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations, and practical experience.

CFA®

Chartered Financial Analyst
One of the highest distinctions in the investment management profession, this title designates graduates of the CFA Program from the CFA Institute. These professionals have passed multiple exams on financial reporting and analysis, asset valuation, portfolio management, and managing equity, fixed income, and derivative investments.

CAIA®

Chartered Alternative Investment Analyst
Investment professionals with this designation have passed a rigorous educational program and multiple exams offered by the CAIA Association. Graduates of the program hold the globally recognized credential for professionally managing, analyzing, distributing, or regulating alternative investments.

AIF®

Accredited Investment Fiduciary
Financial advisors with this designation have gone through the training, met the qualifications, and passed an exam on the fiduciary standards of excellence that apply to managing the assets of another person or institution. Professionals with the AIF designation understand the legal standards that require them to prudently manage investment decisions.

MSF

Master’s of Science in Finance

The Master’s of Science in Finance degree provides a quantitative and comprehensive examination of the finance field, including corporate finance, investments, and markets and institutions.

MSA

Master’s of Science in Accounting

The Master’s of Science in Accounting degree is a more specialized degree than the MBA. It focuses on high level concepts and principles pertaining to the field of accountancy.

CFE

MAcc

Master of Accountancy

The MAcc degree provides a deep overview into accounting principles and current business applications. The curriculum focuses closely on preparing individuals for the CPA and CMA exams.

M.Ed

Master’s in Education

The Master’s in Education degree is an advanced degree for teacher or administrators that includes coursework focused on curriculum and instruction, creating useful assessments and developing instructions to the serve the needs of all students.

CRPS®

Chartered Retirement Plans Specialist
This unique designation from the College of Financial Planning is seen as the industry benchmark on business retirement plan administration. Graduates are experts in the process of designing, installing, and maintaining company retirement plans.

C(k)P®

Certified 401(k) Professional
This designation distinguishes financial professionals who have demonstrated the knowledge and ability to positively affect the retirement outcome for participants in company retirement plans. The Retirement Advisor University, in collaboration with UCLA Anderson School of Management Executive Education, awards this designation to financial professionals who complete a rigorous curriculum of extensive coursework, examinations, a case study, and training.

CFP®

Certified Financial Planner
The Certified Financial Planner Board of Standards, Inc., awards this designation to individuals who have successfully passed the board’s extensive exams covering financial planning, taxes, insurance, estate planning, and retirement, in addition to ongoing certification requirements and continuing education. These professionals have met rigorous standards and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

CDFA™

Certified Divorce Financial Analyst

Someone with this designation is an expert in all the financial circumstances that surround divorce. The training for this certification focuses on understanding and estimating the long-term costs of a divorce. Some areas they focus on are tax consequences, property division, alimony and/or child support amounts, and the future of retirement/pension funds.

MBA

Master of Business Administration

This is a graduate degree earned at any university that provides theoretical and practical training to help students gain a better understanding of general business management functions.

CPA

Certified Public Accountant: This designation is given by the American Institute of Certified Public Accountants, which is responsible for setting standards in the CPA profession. CPAs have passed a graduate-level exam and met work experience requirements, in addition to completing continuing education stipulations and following a strict code of ethics.

PFS

Personal Financial Specialist

This is a specialty credential for CPAs who are experts at helping individuals with wealth management. The American Institute of Certified Public Accountants grants this designation only to CPAs with significant personal financial planning education and experience. CPAs pursue this credential because they want to display their expertise and knowledge as it relates to all aspects of financial planning.

Our Awards

At Archford, we believe success is built upon a long-term, trust-based relationship with you. Our highly experienced, independent team has the background and knowledge to craft creative solutions to your financial and accounting needs for years to come. Nothing beats the peace of mind you’ll have knowing a full-service team is ready to handle anything life throws your way. Learn a bit more about our awesome team members below, and then click here to schedule a time to chat with one of us.

James D. Maher

James D. Maher

Chief Executive Officer and Founder

Jacob Hong

Jacob Hong

Wealth Management Advisor and Chief Operating Officer

Amanda White

Amanda White

Chief Financial Officer and Chief Compliance Officer

Paul Alegnani

Paul Alegnani

Chief Investment Officer

Samantha Abel

Samantha Abel

Intern

Jennifer L. Boyer

Jennifer L. Boyer

Client Service Associate

Chuck E. Brueggemann

Chuck E. Brueggemann

Senior Transition Coach

Ronald A. Buerges

Ronald A. Buerges

Business Consultant

Steve Collins

Steve Collins

Staff Accountant

Barbara Deck

Barbara Deck

Tax Director

Marnie Deschaine

Marnie Deschaine

Business Services Coordinator

Jordan Faulkenberg

Jordan Faulkenberg

Senior Staff Accountant

Angela Geer

Angela Geer

Staff Accountant

Aaron Gregson

Aaron Gregson

Staff Accountant

Anna Hanger

Anna Hanger

Intern

Julie Hanger

Julie Hanger

Senior Administrative Assistant

Samuel Hanger

Samuel Hanger

Wealth Management Advisor

Terry L. Hanger

Terry L. Hanger

Business Consultant

Zach J. Joiner

Zach J. Joiner

Wealth Management Advisor

Monette Lawrence

Monette Lawrence

Retirement Plan Advisor (401(k), 403(b) & Defined Benefit)

Martin F. Leifeld

Martin F. Leifeld

Business Consultant

Deanna Loesche

Deanna Loesche

Operations and Compliance Manager

Dominic Maduri

Dominic Maduri

Tax Director

Nathan Martin

Nathan Martin

Intern

Adam Maxwell

Adam Maxwell

Staff Accountant

John McGowan

John McGowan

Director of Tax Strategy

Cathy E. Mifflin

Cathy E. Mifflin

Administrative Assistant

Kimberly A. Noltkamper

Kimberly A. Noltkamper

Director of Administration

Karen Pakosta

Karen Pakosta

Senior Accountant

Rhonda Pollmann

Rhonda Pollmann

Staff Accountant

Crystal Schallenberg

Crystal Schallenberg

Senior Accountant

Robert G. Schlueter

Robert G. Schlueter

Director of Relationship Management and Wealth Management Advisor

Carrie Schultheis

Carrie Schultheis

Senior Accountant

Brendan M. Skinner

Brendan M. Skinner

Wealth Management Associate Analyst

Kristen M. Steele

Kristen M. Steele

Client Service Associate

David Stoll

David Stoll

Analyst and Relationship Manager

Jay Tebbe

Jay Tebbe

Philanthropic Consultant

Cindy Wolf

Cindy Wolf

Staff Accountant

Jim E. Woodcock

Jim E. Woodcock

Business Consultant