Diversity, Equity and Inclusion

Our commitment to diversity, equity and inclusion

From our hiring practices to how we devote our time and resources — our fundamental goal is to eliminate the many barriers that remain prevalent in the financial industry. If you've partnered with us, you'll hear the phrase "doing well by doing right" quite often. It's something we believe wholeheartedly, and a sentiment that's much stronger when practiced, not preached.

The only way to see progress is to be it.

Equitable Hiring Practices

By ensuring that our recruiting process is inclusive and implementing policies to mitigate bias in our hiring practices, we believe we are building the foundation for a healthy, diverse workforce. But the work doesn't stop with recruitment. We are consistently reviewing and revising policies to create equitable systems with the goal to support the retention and development of a diverse team.

Diversity, Equity and Inclusion Council

We didn’t simply go out and hire a “chief diversity officer” to check off a box. We built a team from within. Our DEI Council meets two times a month to continuously check progress on our goals, discuss new initiatives and encourage any associate to help influence how we can create a more diverse and inclusive environment.

Foundations for Belonging Workshops

Our board members and entire organization have completed Foundations for Belonging, which is an experiential learning workshop that helps you appreciate the differences in others, engage with your own unconscious bias and create a dialogue in order to nurture a more inclusive environment.

Associate Resource Groups

We have multiple associate-led groups representing a variety of backgrounds and diversity dimensions that are designed to encourage workplace connections and foster inclusion and belonging, based on shared characteristics, experiences, and goals.

Giving back isn't a one-time transaction, it's an investment in our community.

We’re always looking for new ways to get involved and make a positive impact in our community. As a partner of the Foundation for Financial Planning (FFP), we provide pro bono services to help provide advice and financial literacy to underserved communities. We also work closely with Invest STL to empower predominantly Black communities to build wealth so they can afford to stay and grow in their neighborhood.

Community Partners

Meaningful change can only come from meaningful action.

Mission: Our goal is to combat individual and systemic injustice in our firm and industry by continuously seeking to eliminate bias and prejudice through our policies, procedures and people to increase diversity and create a culture of safety and inclusion for all people. We also aim to focus our resources and expertise in the industry to eliminate barriers to opportunity created by systemic racism and other forms of injustice.

  • Equal Opportunity: Increase diversity at all levels in our firm.

  • Inclusive Policy: Create a culture of safety and inclusion for all people.

  • Broad Perspective: Support families with limited access to quality financial guidance.

What's it like to partner with us?
Hear it straight from the source.

Lizzie Roberts

Associate Wealth Advisor

"We're committed to actions."

Daniel Martinez

Director, Advisory Team Leadership

"Leadership is fully committed to making changes in this area."

Jordan Dyson

Manager of Associate Development

"We're creating a culture that promotes inclusion."

Our values,
shared from the top down.

  • DEI Council

  • image: /uploads/images/people/Hartman-Wendy_BSWSite.png

    Wendy Hartman

    Board Sponsor

    President, Buckingham Strategic Wealth

  • image: /uploads/images/site/JeffRemming.jpg

    Jeff Remming

    Board Sponsor

    Chief Transformation Officer

  • image: /uploads/images/people/CynChu.png

    Cynthia Chu

    Co-Chair

    Managing Director of Service and Associate Development

  • image: /uploads/images/site/JDyson31.png

    Jordan Dyson

    Co-Chair

    Manager of Associate Development

  • image: /uploads/images/site/Lewis-Alicia_HighRes.jpg

    Alicia Lewis

    Vice-Chair, Associate Resource Group Lead

    Associate Wealth Advisor

  • image: /uploads/images/site/Daniel-Martinez_2022-12-21-205349.jpg

    Daniel Martinez

    Vice-Chair, Data & Reporting Lead

    Director, Advisory Team Leadership

  • image: /uploads/images/people/Beth_Brigadier.jpg

    Beth Brigadier

    Communications Lead

    Director of Client Service

  • image: /uploads/images/site/Mazzuca-Lauren_HighRes.jpg

    Lauren Mazzuca

    Foundations for Belongings Lead

    Service Management Lead

  • image: /uploads/images/site/Ebony-Coe_2022-12-22-184248.png

    Ebony Coe

    Events & Engagment Lead

    Benefits Manager

  • image: /uploads/images/site/Ressner-David-Profile.jpg

    Dave Ressner

    DEI Education Co-Lead

    Wealth Advisor

  • image: /uploads/images/site/Otto_Amanda_2022_HighRes_2.jpg

    Amanda Otto

    DEI Education Co-Lead

    Wealth Advisor

Sounds like your kind of place?
Join us.

Current Job Opportunities