Our Team

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.

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.

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 nominated on AdvisorHub’s Advisors To Watch - top 250 under $1B in AUM (2024).

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. 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 daughter, Mara, 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.

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.

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.