About Us

Why “Partners”?

We didn’t add Partners to our name just to sound friendly.

We believe in partnership—real, intentional, no-BS partnership.

With clients, to turn money into fuel for a life well lived. Travel. Freedom. Time. No guilt about spending it.

With our team, where ownership is earned and vision is shared.

With outside experts, because complex lives demand specialized thinking—and our clients deserve the best minds at the table.

This isn’t about chasing assets. It’s about building something meaningful. Together.

Our Team

Mike Clark, CFP®

Founder | Sr. Wealth Advisor
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Alyssa Waight

Client Service Associate
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Andy Branz

Sr. Wealth Advisor
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Jake McKinney, CPA

Wealth Advisor | Tax Planner
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Denise Kellermann

Compliance Associate | Administrative Coordinator
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Dana Wheeler

Client Service Associate
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A Community Promise

We are a part of the O’Fallon area community and support many philanthropic organizations, from board membership to financial support.

Learn more about how we serve our community.

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