Our Guiding Principle
Every Encounter Matters
Nothing can replace the personal relationship we have with our clients. Our organization is structured so our financial advisors are available to meet and review your financial plan—on your schedule. Technology has impacted financial advising in significant ways. We embrace change and use technology to serve you better and enhance our personal relationship with you.
Each of our advisors is dedicated to proactively helping our clients pursue their personal goals. As an independent, fee-only firm, our clients can be assured that our advice is transparent with no hidden fees and no bias due to conflicts of interest to sell a certain product line or offering. Bottom line, we are looking out for our client’s best interests. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Dave focuses his practice on pension analysis and complementary strategies for Missouri educators.
He taught English and history for 29 years in Missouri – 5 years in a private school and 24 years in public schools before retiring from the Public School Retirement System of Missouri (PSRS) in 2006. His wife, Suzanne, also retired in 2006 from a 30-year career teaching English and history in Missouri public schools.
Dave’s experience sorting through the retirement process for himself and his wife led him to dedicate his practice to helping Missouri educators analyze their retirement options and make informed decisions.
Dave enjoys traveling out West and spending time with Suzanne, their children Heather, Lauren, Chad, and Marc, and their families.
- Washington University – BA in English
- University of Missouri – St. Louis – MA Education
- Lifetime Missouri teaching certificate – English and history
Timothy J. Banks
Tim's passion is helping families at retirement build holistic financial plans focused on income distribution, asset preservation, and estate transfer.
Tim has a strong devotion for his families that trust him with their financial well-being. Since 2002, Tim has helped families across the U.S. with the important financial decisions surrounding retirement and throughout. He loves working with families within the income distribution and asset preservation “phase” of their financial life.
Tim is a student of financial planning and has a strong passion to learn more about it every day. He has been married since 2009. Tim and Roni live in the Webster Groves area and have two amazing kids, Annie and Calcaterra.
Jordan St. Clair
Jordan helps families build a comprehensive financial plan that meets their needs and goals.
Jordan St. Clair is a Financial Planner for the Worley Banks Group. His focus is to help families understand how financial planning can help them achieve their goals. He has a wealth of experience advising physicians, business owners, and educators since 2012. Jordan's passion through financial planning is to give clients the tools, time, and peace of mind to live a meaningful life and pursue what matters most to them.
Jordan earned his Business degree from Southwest Baptist University and has been in the financial industry since. He lives in the St. Louis area with his wife, Joelle, and son, Joah. In his free time, he loves cheering on his hometown Kansas City sports teams, golfing, and spending time with family and friends.
Customer Service Manager
Maggie helps families with their daily questions and makes sure operations run how we planned for our families.
Maggie Dunlop is the Client Service Manager for the Worley Banks Group. Focus, organizational skills and two decades of retail service have developed her devotion to making her clients happy. Connecting on a personal level, communication and earning your trust is the foundation to helping you accomplish your financial goals. Maggie’s intention is to harmonize business and the family environment within the Worley Banks Group.
Maggie loves traveling with her husband, Matt, (and will go anywhere!), photography, hiking with her dog, Kiva, and spending quality time with friends and family.