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. Â
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
Lauren Ferraro, CFP®, CPC, CPFA, AIF®
Director of Advisor Development, Senior Wealth Manager
Meet Your Financial Planning Team
Meet Your Operations Team
Meet Your Creative Team
Security Personnel
Bentley Ghosh
Chief Security Officer
Basil Striker
Security Officer
Maui Belmar
Security Officer
Hank Butler
Security Officer
Elli and Remi Bohler
Security Officers
Bo Cheek
Security Officer
Dixie & Duke Thiel
Security Officers
Misaki Ahmed
Security Officer
Miles Ferraro
Security Officer
Carl & Max Briesacher
Security Officers
Trooper, Miley, & Giovanni Ollenberger
Security Officers
Ember Thiel
Security Officer
Frankie & Charlie Krasznai
Security Officers
Captain Jesen
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.