Meet The Team

  • Jason B. Woods, CFP®, JD, CFS® – Managing Partner

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    Background & Interests

    Jason, his wife Jennifer, and their children Connor, Tyler and Evelyn live in the city of Saint Louis, Missouri. Jennifer is an attorney with Monsanto. Jason’s interests include soccer, golf, and high-end electronic devices. His background is as an accountant and attorney. Jason has been a financial advisor since 1997.

    Education & Credentials

    BSBA - University of Missouri - Columbia in Finance and Accounting · Juris Doctorate - University of Missouri - Columbia · Attorney · Accountant ∙ Certified Financial Planner® · Certified Fund Specialist® · FINRA Series 65 licensed.

    Memberships & Activities

    Mensa® Member · Former Adjunct Professor College of Financial Planning, University of Phoenix · American Bar Association · Missouri Bar Association · Bar Association of Metropolitan St. Louis - member Tax, Probate & Trust sections · Midwest Estate & Financial Planning Institute · Financial Planning Association · Beta Gamma Sigma, Honor Society for AACSB Accredited Business Schools · Delta Sigma Pi Business Fraternity · Beta Theta Pi-Zeta Phi Chapter · University of Missouri Alumni Association · University of Missouri School of Law Alumni Association · University of Missouri Business School Alumni Association · Chairman of National Republican Congressional Committee - Business Advisory Council · Norwood Hills Country Club.

  • Thomas Ebinger – Partner

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    Background & Interests

    Tom and his wife Ruth live in Labadie, Missouri with their two daughters. Tom’s interests include fishing, camping, floating, and horses. Tom has been a financial advisor since 1988.

    Education & Credentials

    BS - University of Missouri - Columbia · Masters of Science - University of Missouri - Columbia · FINRA Series 65 licensed.

    Memberships & Activities

    National Association of Life Underwriters ∙ Beta Theta Pi - Zeta Phi Chapter · University of Missouri Alumni Association · St. Bridget's Parish Member.

  • Matthew Guntli, JD – Partner

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    Background & Interests

    Matthew, his wife Ann, and their children Thomas, Claire and Jack live in the city of Saint Louis, Missouri. Ann is a licensed clinical social worker for Special School District. Matthew’s interests include running, golf, and socializing with friends. Matthew practiced law with the firm of Dunn & Miller, P.C. from 2002 to 2006. Matthew has been a financial advisor since 2006.

    Education & Credentials

    BSBA - Saint Louis University in Accounting and Finance · Juris Doctorate - Saint Louis University · Attorney · Accountant · FINRA Series 65 licensed.

    Memberships & Activities

    Missouri Bar Association · Illinois Bar Association · Bar Association of Metropolitan St. Louis · St. Stephens Protomartyr Parish Member.