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 Gosh_Team_8.24
rishi

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®

Senior Wealth Manager

Garrett Bohler

Wealth Manager

Jeff Campos

Wealth Manager

Meet Your Financial Planning Team

Damon Cetro, FPQP®

Director of Financial Planning

Noelle McKee

Wealth Coordinator

Savannah Rippee, FPQP®

Paraplanner

Cameron Meehling

Paraplanner

Rachel Jesen

Paraplanner

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

Basil Striker

Security Officer

Custom dimensions 150x150 px

Maui & Aurora Belmar

Security Officers

hank

Hank Butler

Security Officer

bo

Bo Cheek

Security Officer

Aurora

Dixie & Duke Thiel

Security Officers

Misaki Ahmed

Misaki Ahmed

Security Officer

miles.

Miles Ferraro

Security Officer

Carl and Max Briesacher

Carl & Max Briesacher

Security Officers

Ollenberger pups

Trooper, Miley, & Giovanni Ollenberger

Security Officers

Ember thiel

Ember Thiel

Security Officer

cats

Frankie & Charlie Krasznai

Security Officers

captain jesen

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.

Or give us a call at 636.400.7889.