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Team

Capturing and implementing the financial plan that best suits your circumstances and expectations is accomplished using a "client-centered" team focused on a superior level of service. We form teams by tapping into a reservoir of accomplished professionals - within and outside of our group - to assist in advising our already successful clients on key financial areas. To the Plaza Advisory Group, this broader and deeper research-based option allows clients to evaluate, compare, and ultimately choose a plan they feel best fits their goals and objectives.

 
Scott believes communication and accountability are lacking in many advisor-client relationships. He is a strong advocate of client education -- with every client interaction, he ensures the client feels involved in the process and...

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Tom is an Accredited Investment Fiduciary® with knowledge in retirement plan consulting and helping clients assess their goals and risk...

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Peter’s experience lies in working with CEOs, successful entrepreneurs, and accomplished retirees across the country.

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Judy has over 30 years of experience in the financial services industry. She began her career working with institutional clients such as pension funds, mutual fund companies, and hedge funds. Over time, she chose to follow her passion...

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Sherry Delo specializes in long-term financial planning for high net worth clients with emphasis on investments, the transfer of wealth to children and grandchildren and achievement of specific goals. Her leadership and advice focuses...

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Andrew works hard to serve client needs and goals, including helping them navigate the worlds of estate, retirement and investment planning. His focus is portfolio construction and management and he enjoys developing sound, sustainable...

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Ryan’s responsibilities at Plaza include manager due diligence, portfolio construction, and operating a host of analytical tools and systems. Ryan is passionate about finding more effective ways to illustrate and articulate what is...

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Martha’s main focus at Plaza Advisory group is supporting Sherry Delo’s clients. She maintains the client reporting system, performs trading, and conducts the prep work for financial planning. She has been in the financial services...

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Whitey uses a host of financial planning tools and data systems to deliver customized reporting and planning to Judy Rubin’s clients. Whitey especially enjoys introducing clients to technological solutions for easier access and...

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Dan has been an analyst with Plaza Advisory Group since 1994. He has a BS in Business Administration from the University of Missouri along with securities registrations Series 7, and Series 63. In addition to maintaining a client...

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Nathan has been an analyst with Plaza Advisory Group since 2002 when he graduated from the University of Missouri – St. Louis with a Bachelors of Science in Business Administration with an emphasis in Finance. Nathan maintains the...

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Rhonda Eads

Client Services and Operations Manager

314-726-0600 ext 7139

Rhonda brings 29 years of industry experience to her job as a Client Services & Operations Manager to the partners at Plaza Advisory Group. She is fully licensed and completely dedicated to taking care of the needs of her advisors’...

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Carol Edmonson has been in the financial business for 44 years and her primary career focus has been in the area of Operations and Client Services Management. The first part of her career was spent in trust business, and has spent the...

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Jennifer joined Plaza Advisory Group in 2012. Jennifer is a fully licensed financial professional bringing over eleven years of advisory support and operational management experience to the Plaza team. She graduated from Loyola...

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Mari is our Business Development Coordinator and uses her background in communications and event planning to coordinate the firm's marketing and involvement in the community. She enjoys being able to connect Plaza Advisory Group to the...

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Bridget is often the first face clients see when they walk into Plaza Advisory Group’s office, and she makes sure it is a welcoming one. She skillfully answers phones, handles administrative duties, and provides support for the...

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Sean Dolan

Operations and Client Services Associate

314-726-0600 ext. 7143

Sean Dolan came to Plaza in 2017 from working in another large financial institution . He has a Bachelor of Science degree in Business Administration from the Saint Louis University John Cook School of Business.

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