Andy Kowal, Cpfa Email & Phone Number

St. Louis, Mo, Us

Greater St. Louis

Cornerstone Wealth Management is a comprehensive investment advisory firm dedicated to making a positive financial difference for families and individuals. We do that by listening to clients' goals for the future, developing a customized financial plan to follow, and monitoring and adjusting that plan as life changes occur. Our advisors are independent, not affiliated with a particular investment firm, so we offer a wide range of investments and strategies that can help you pursue financial independence. At Cornerstone, the advisor’s ultimate responsibility is serving his or her clients. By developing an understanding of what their client needs and wants, advisors are able to support the client’s interests and strive to preserve the client’s assets. By partnering with Cornerstone Wealth Management, clients can feel confident that their best interests will be looked out for not only today, but far into the future. -Core Values -Integrity: As passionate advocates for our clients, we believe that providing independent, objective guidance is the best way to serve their best interests. -Trust: We strive to build meaningful relationships based on trust to better support the needs, goals and ideal futures of the families we serve. -Clarity: We strive to bring confidence and understanding to our clients’ financial lives through our straightforward approach and clear guidance. -Independence: As independent advisors, we have the freedom to choose the strategies that can help our clients pursue financial independence. Securities offered through LPL Financial, member FINRA/SIPC, www.finra.org and www.sipc.org. Investment advice offered through Cornerstone Wealth Management, a registered investment advisor and separate entity from LPL Financial.

St Louis, Missouri, United States

Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service and loyalty to its clients that only an independent company can offer. The firm was ranked among the nation’s Top 10 independent RIAs by Barron’s for its combination of quality and scale in 2018, 2019 and 2020. As your advocate, Moneta remains committed to keeping organizations protected and participants on track through high-touch service, results-based participant education and unbiased advice – all honed through decades of experience for qualified and non-qualified plans. Moneta now has approximately 300 retirement plans under advisement with assets under advisement exceeding $3.7 billion.https://monetagroup.com/

Greater St. Louis Area

Buckingham Wealth Partners is a growing organization of advisors, financial specialists andthought leaders committed to driving comprehensive wealth management solutions andacting in the best interest of its clients. For investors, we offer Buckingham Strategic Wealth,a Registered Investment Advisor firm with a nationwide presence that delivers wealthsolutions through holistic, values-based financial planning and an investment approachbuilt on evidence and facts. For financial advisors, we offer Buckingham Strategic Partners,a comprehensive wealth platform that delivers practice support and management servicesengineered to free up their workday so they can spend more time helping clients reachprosperity though achieving their most important life and financial goals.Buckingham Retirement Solutions understands the 401(k) market. Whether you areseasoned in the 401(k) space or brand new to it, the Retirement Solutions team supportsyou with a comprehensive platform that is designed to enhance the way you pursue andservice retirement plan relationships. Our focus is to provide you with the resources,education, materials and specialists you need to become a better connected, moresuccessful retirement plan advisor.What I post here is my opinion, not the opinion of my employer.

8182 Maryland Avenue, Suite 500, Clayton, Mo 63105

Lawrence, Kansas Area

Pennington & Company is a full-service fundraising, consulting, and public relations firm. Since its founding in 1993, Pennington has become the recognized leader in fraternity and sorority fundraising, having contracted with more than 500 clients representing over 60 (inter)national organizations on over 125 campuses and raised more than $440 million in support of Greek life. Dedicated to providing superior client service and value, Pennington offers integrated and comprehensive alumni relations and campaign programs, specializing in a simple yet progressive approach to fundrasing. In terms of money raised, no other firm has made more of an impact on Greek life than Pennington & Company.Senior Capital Campaign Consultant:-Client Interaction: host in-person planning meetings and focus groups, as well as regular conference calls and webinars-Record Keeping: build and maintain an in-depth client history, understanding themes and inflection points-Public Relations: develop and implement print- and web-based PR strategy-Feasbility Studies: 5-month project to (a) identify and target major donor prospects, (b) develop a case for support, (c) determine fundraising plausibility, and (d) present recommendations (7 completed)-Capital Campaigns: 12-15-month project to (a) identify and solicit major donor prospects, (b) develop and implement a marketing strategy, (c) recruit, train, and manage a volunteer executive board, and (d) coordinate a mass-solicitation public phase (7 completed; $7+ million total raised)-Inside Sales: prepare existing clients for contract renewal or manage transition process to new contract-Proficient in Microsoft Office Suite, Adobe Acrobat, and Raiser's Edge database software

Indianapolis, Indiana, United States

Established fundraising and administrative operations after 3 years of inactivity including:Renewed 700+ lapsed donors and acquired 200+ new donors in annual fund Raised over $240,000 in 2 years through annual fund and personal solicitationVisited 65 alumni in person during 1st year on the jobRecruited 3 new board members and re-established semi-annual meetings and committeesWorked with Board of Trustees to execute foundation strategic plans and goals Updated policies and procedures related to governance, investment, and accountingManaged 2 part-time employees

Indianapolis, Indiana, United States

Oversee expansion and colony development; communicate with local volunteers; develop programs and resources for chapters; alumni development