Tom has focused on providing professional service, proactive financial solutions, and straightforward advice for almost 40 years. He enjoys helping clients and their families assess their goals, risk tolerances and resources to develop appropriate financial strategies that are designed to help achieve financial success. Tom is very happy to have the opportunity to work with his sons. Together they form The Briggs Group, and the next generation will be carrying forward the professional service to clients and their families that Tom has delivered for many years. Tom has been honored as a Forbes | SHOOK Best-In-State Wealth Advisor several times, most recently for 2024.

Tom appreciates the importance of keeping up with the ever-changing financial landscape. He also strives to understand the dynamics of family finances. He believes there is no crystal ball in the financial world, but there are ways to capture a deeper view than what appears on the surface. He works hard to stay current by accumulating and assimilating information to keep his clients and their families aware of new developments and expanded opportunities.

At Plaza, Tom is free to make independent choices that are in his clients’ and their family’s best interest. He loves having the freedom to go in whatever direction his clients and his team deem appropriate. He appreciates the ability to offer his clients a wealth of choices. He believes that understanding not only the client’s financial situation but also their family dynamics is a key element of a successful client-advisor relationship. He takes pride in providing a level of service that shows his personal commitment.

When not in the office, Tom enjoys saltwater fishing, golf, and spending time with his five grandchildren. He is a past board member for Boy Hope/Girls Hope and has served on the city of Des Peres Board of Adjustment.

Office: 314-726-0600 ext. 7122
E-mail: [email protected]
Website: Visit my web site!

Peter works with accomplished families across the country.

Peter gets a deep satisfaction from being able to create close partnerships with his clients. He enjoys helping them develop an integrated approach to their financial matters.

Peter is a strong advocate of the importance of taking a balanced approach when creating a portfolio. He looks at every investment from the perspective of creating sustained growth, managing risk, and providing an optimal amount of diversification.

He believes that there are multiple ways to manage money, and it is important to offer his clients access to as many options as possible so that together they can make sound choices.

Besides his work as an advisor, Peter enjoys making contributions outside the office. He is currently a member of the Finance Committee at SSM HealthCare. With 40,000 team members and more than 11,000 providers, SSM HealthCare is committed to providing exceptional health care services across four states in the Midwest. Peter has been a President of the International Association of Financial Planning and has served as a Board member of Regis University. He also enjoys spending time in California at his family’s winery.

Office: 314-726-0600 ext. 7134
E-mail: [email protected]

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 of helping families directly by focusing her practice on financial planning and private client wealth management.

With extensive experience in the financial world and two industry certifications (CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst®), Judy has advised individuals and families with a wide range of needs and expectations. Judy employs a comprehensive, big picture approach when working with clients. She recognizes wealth management is one very important aspect of a person’s life, but believes that it needs to be addressed holistically, in concert with everything else.

Judy places particular emphasis on helping clients develop wealth strategies with the goal of achieving financial independence. Her focus on financial planning and education makes her a great advisor for people transitioning into retirement or experiencing any situation in which they become responsible for their own wealth. Judy utilizes similar skills when helping high-net-worth clients move successfully through divorce and enter the next phase of their lives.

Many of Judy's clients rely on her financial planning skills to map out long-term income and wealth-building strategies to ensure they have adequate resources to last their lifetime. For some clients, that time period may be as long as a half century, so it is important to do it right!

While she draws on her wealth of experience at top-tier wirehouses and institutional financial firms, Judy relishes the independence she has at Plaza Advisory Group. Working at Plaza allows her the flexibility to work very closely with a smaller universe of clients so she can develop individualized strategies and provide them with the kind of in-depth attention they need and deserve. She also enjoys the quick pace of her 24/7 career and the variety she has every day.

Judy is a strong supporter and former Board President of Kids in the Middle, an organization that helps children and parents thrive during and after divorce. She is also a Board Member of The Foundation for Barnes Jewish Hospital and currently serves on the Finance Committee.

When not working or volunteering, Judy can most likely be found on the golf course perfecting her game, and even though she may not be the best golfer, she always enjoys her time and can’t get enough. She also enjoys reading and is always open to suggestions from clients and friends.

Office: 314-726-0600 ext. 7133
E-mail: [email protected]

Andrew graduated from the University of Missouri – Columbia with a degree in Business Administration with an emphasis in Finance. Andrew has also completed the necessary education to become a Chartered Financial Analyst (CFA) and Certified Private Wealth Advisor (CPWA®). These designations exhibit Andrew’s dedication to continuing education and acting with a high standard of ethics for his clients.

Andrew started his career as an intern at Plaza Advisory Group and was hired full-time because of his knowledge, curiosity, work ethic, and passion for helping his clients. One of the most important lessons Andrew obtained from his internship was the importance to develop trust and transparency with each client. Andrew realizes how unique each client financial plan is. Despite having a deep knowledge in Portfolio Management, he understands that completing a holistic plan requires intertwining every aspect of a client’s goals. A common phrase you will often hear Andrew express to clients is, “Your benchmark is your Financial Plan and nothing else.” After thorough discussions involving all aspects of a client’s plan, Andrew works to develop a sound and risk-conscious portfolio that the clients are comfortable with. Continuing education is not only important to Andrew personally, but he believes in continually educating clients so that they are able to stick with their financial plan.

Andrew and his wife Kelly, a Nurse Practitioner, were both born and raised in St. Louis. They have two daughters Nora and Caroline, two young boys Drew and Will, and a Labrador retriever which keep them busy when they are both not working. Additionally, Andrew has been involved in numerous charitable committees and boards. He is currently serving on the Development Board for St. Louis Children’s Hospital. When not in the office, Andrew enjoys spending time with both family and friends. His hobbies include waterfowl hunting, golfing, squash, and fishing if he is fortunate enough to get to the ocean.

Office: 314-726-0600 ext. 7141
E-mail: [email protected]
Website: Visit my web site!

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 visibility of their portfolios, and teaching them how to utilize new systems. Whitey joined Plaza Advisory Group in February 2013. He graduated from Truman State University where he received a Bachelor of Arts in History and a Master of Arts in Education in 2011. In 2015 Whitey earned the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® (CDFA®) designations.

Whitey is an avid runner and performs well in many local races. Soon his speed will come in handy when he needs to keep up with his young child. He is also actively involved with Happy To Give, a charity his wife started that assists many local organizations. He volunteers for BJC hospice and annually supports The Ability Experience, formerly known as Push America, a charitable event organized by his fraternity.

Office: 314-726-0600 ext. 7125
E-mail: [email protected]

Martha has been in the financial services industry since 2008 and worked at Delo Advisors prior to joining Plaza in 2015. She holds her Series 6, 7, 63 and 65 securities licenses and graduated from Drury University with a degree in Accounting.

Martha enjoys talking to clients and helping them find ways to meet their financial goals, such as guiding them to a comfortable retirement. Recently, Martha became a Medicare Planning Specialist and educates clients on the types of plans available and what best fits their needs. She also maintains a client reporting system, performs trades, helps prepare financial plans and assists with cash flow planning. In 2024 Martha earned the CERTIFIED FINANCIAL PLANNER® designation, and in 2025 she earned the Certified Divorce Financial Analyst® (CDFA®) designation.

When not in the office, Martha enjoys (trying) to stay one step ahead of her young twin daughters, reading, vacationing on the beach, and indulging in a rare, relaxing glass of wine or a good hoppy IPA.

Office: 314-726-0600 ext. 7120
E-mail: [email protected]

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 client reporting system used to provide in-depth analysis and reporting to clients and their advisor. He also provides Cash Flow Analysis for clients seeking advice on retirement needs and goals.

Nathan enjoys helping clients navigate the transition into retirement and watching the hard work of all parties pay off when there is an efficient retirement plan in place. He holds his Series 7 and 66 securities licenses and when not in the office, Nathan enjoys contributing to outdoor conservation efforts, hiking, mountain biking, nature and animals.

Office: 314-726-0600 ext. 7109
E-mail: [email protected]

Corey graduated from the University of Missouri – Columbia with a dual major in Finance & Banking / Real Estate. Corey has successfully completed the curriculum to become a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) the Certified Investment Management Analyst® certification (CIMA®), and Certified Exit Planning Advisor (CEPA), which means he has dedicated his career to continuing education and acting with a high standard of ethics for each client. Corey has been honored as a Forbes I Shook Best in State Next Gen Wealth advisor (2024 and 2025) and nominated on AdvisorHub’s Advisors To Watch - top 250 under $1B in AUM (2024 and 2025).

Before joining Plaza, Corey worked at 2 publicly traded companies in downtown Chicago. At the most recent firm, he provided 1-1 consulting to hundreds of independent advisor offices throughout the Midwest to help them build, and run, a more efficient business models. With this knowledge and experience, Corey understands the importance of client communication, timeliness, and educating clients on their retirement and planning decisions. Corey builds trust with clients by providing a clear path for their future, being transparent throughout the process, and being diligent in fulfilling his role as a fee-only fiduciary.

Corey understands that each client’s financial picture is unique. His passion is helping to make his client’s needs, and future wants, attainable through estate, retirement, and investment planning strategies. Throughout the planning process, Corey strongly advocates educating and communicating with his clients to make well informed decisions together.

When building customized plans, Corey’s goal is to deconstruct client’s difficult decisions, provide multiple scenarios that best benefit the client, and collaborate with his clients to determine the best course of action. During this process, he strongly encourages involving the entire family to develop the most efficient wealth transfer for future generations.

Corey is a native St. Louisan, and enjoys spending time with his wife, Kayla, their daughters, Mara and Summer, and dog, Luna. When they are not found enjoying the local delicacies, walking Luna, or hanging with friends and family, they are usually traveling to different states or countries. Corey is an avid golfer, Blues fan, fly fisherman, and loves anything outdoors.
Office: (314) 726-0600 ext. 7144

E-mail: [email protected]
Website: Visit my web site!

Alejandra “Ally” Berra is a seasoned financial professional with vast experience in wealth management, banking strategy, and business innovation. She has completed all requirements to become a CERTIFIED FINANCIAL PLANNER™ professional and is known for combining analytical rigor with a deep commitment to helping individuals and families achieve financial stability and peace of mind.

Before joining The Briggs Group at Plaza Advisory Group, Ally held leadership roles at Commerce Bank, where she led enterprise-level initiatives across multiple lines of business. Earlier, she served as a Portfolio Manager at Commerce Trust Company, advising high-net-worth clients and leading investment planning discussions grounded in long-term strategy.

Returning to the financial advising sector, Ally brings a renewed sense of purpose to her work. She was drawn to The Briggs Group by its family-run culture, advanced use of technology, and unwavering focus on client service. Her relationship-driven, transparent approach helps ensure clients feel supported and empowered throughout their financial journey.

Ally is deeply engaged in the St. Louis community and currently serves on the boards of the Hispanic Chamber of Commerce of Metropolitan St. Louis and The Sheldon Concert Hall and Art Gallery. She is fluent in Spanish, Portuguese, and French, and enjoys spending time with her two daughters and playing golf.

Ally holds an MBA from Webster University and dual bachelor’s degrees in Business Administration and Economics from the University of the Ozarks.

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 reporting system, Dan provides analysis of executive compensation, focusing on the issues inherent in the transition to retirement. Dan also performs portfolio modeling and asset allocation analysis.

Dan enjoys being able to work with very talented people in a comfortable and professional environment and assisting clients through the aggregation of data into meaningful information and reports. With his help, clients and advisors are able to make sense of their investments and pursue their financial goals.

Outside of the office, Dan enjoys hockey, hiking, and anything outdoors. He is also a member of several municipal boards including the Park Board, the Civilian Review Board, and the Planning and Zoning Board.

Office: 314-726-0600 ext. 7137
E-mail: [email protected]
Website: Visit my web site!

Sean Dolan came to Plaza in August 2017 from working in another St. Louis wealth management firm. He has a Bachelor of Science degree in Business Administration from the Saint Louis University John Cook School of Business.

Upon graduating from SLU Sean embarked on a yearlong adventure of traveling to South Korea to teach English, an experience that left him with countless memories and helped develop new skills he will use in his future endeavors. These travels, as well as the prior time he spent studying in Europe, give Sean an understanding of the global connectivity in commerce in the modern world.

When not in the office (or studying) Sean enjoys watching and playing sports, catching up on the latest movies, and helping the local community through his work with Operation Food Search.

Office: 314-726-0600 ext. 7143
E-mail: [email protected]

Rhonda brings 37 years of industry experience to her job as a Wealth Management Associate to the partners at Plaza Advisory Group. She is fully licensed and completely dedicated to taking care of the needs of her advisors’ clients, which means she has the time and the aptitude to deliver excellent solutions to their financial concerns. Rhonda’s superb organization and attention to detail provide an unparalleled experience to the clients of Judy Rubin and Wistar Holt, Jr.

She holds her Series 7 and 63 securities licenses and uses both her qualifications and past experience to assist the advisors and their clients with their investment plans. When not in the office, Rhonda enjoys spending time with her family, being outdoors (especially on the beach) and traveling.

Office: 314-726-0600 ext. 7139
E-mail: [email protected]

Michelle has 20 years of experience in financial industry operations, most of it focusing on the operational aspect of the business. Michelle joined Plaza to assist The Briggs Group with their growing administrative needs. While she is skilled at accomplishing the behind-the-scenes operational tasks, what Michelle truly looks forward to is spending more time interacting with clients. Getting to know clients better helps her deliver a tailored, customized service each family desires. Michelle is studying for the Series 7 securities license.

Michelle has lived in St Louis all of her life, currently residing in South St. Louis. She is very active in her daughter’s school, service on their gala auction committee as well as serving as a parent ambassador for the school and frequently volunteering at the school.  Away from the office, Michelle enjoys spending time with her daughter and family. She also loves watching sports (go Cardinals & Blues!) and working in the yard.

Office: (314) 880-9504
E-mail: [email protected]
Website: Visit my web site!

Mari is our Business Development Associate 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 community and working on building mutually beneficial partnerships – for example strengthening the relationship between Plaza and the St. Louis Zoo and the St. Louis Art Museum.

Mari graduated from the University of Pennsylvania and has worked at Plaza Advisory Group since 2014. When not in the office, she used to spend her time cycling, swimming, and traveling. She now prefers to spend time with her young daughters and golden doodle, walking in the neighborhood and venturing to local parks.

Office: 314-726-0600 ext. 7126
E-mail: [email protected]

Marilyn enjoys welcoming clients to Plaza and uses her excellent customer service skills to take care of client needs in person and over the phone. Her excellent organization helps office operations run smoothly.

Prior to joining Plaza, Marilyn worked at The Gatesworth, an assisted living facility, where she spent over 17 years doing scheduling and payroll for up to 125 caregivers. Before that, she had worked as an international travel agent and taught preschool.

Marilyn loves to spend time with her family and has been married to her high school sweetheart for over 40 years. She cherishes making memories with her two daughters and six grandchildren, particularly taking fishing trips and going to restaurants and theater performances.

Marilyn believes “when you have enough, it’s time to give back” and together with her family, she collects items for homeless shelters a couple of times a year.

Office: (314) 726-0600
Fax: (314) 726-0615
E-mail: [email protected]

Linda joined Plaza in 2025 with 17 years of experience in the financial services industry through various operational roles with Stifel, a NYSE Brokerage Firm headquartered here in St. Louis.   She loves building relationships with clients and looks forward to working with you over the coming years. Linda will be taking care of clients for the Dolan group.

Outside of work Linda enjoys traveling, camping, a good book and live music.

Office: (314) 880-5965
Email: [email protected]