Meet Our Visionaries

  • Brett Gilliland
    Founder & Chief Executive Officer

    As one of the founding Visionaries, Brett works on creating and executing the vision for the company, which is to provide world-class service to clients and grow to be the most prestigious wealth management firm in the markets we serve. Brett was instrumental in establishing the core values and culture within the company, which creates […]

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  • Tim Hammett, CFP®, AEP
    Founder & President

    Tim Hammett is the Co-Founder and President of Visionary Wealth Advisors, an independent financial planning firm with locations in Missouri, Illinois, and Florida. Under Tim’s leadership, the firm is expanding their signature Values Based Financial Planning model, which provides an elite concierge of services in the areas of investments, financial planning, estate planning, and insurance […]

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  • John Fischer, CFA®, CFP®
    Chief Investment Officer

    As the Chief Investment Officer, John is responsible for the due diligence and investment research required to manage the Visionary portfolios. With his expertise, John leads the Visionary Investment Committee and Think Tank to build solid investment strategies for each client. John chose to serve in the financial services industry to help clients achieve their […]

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  • Kate Sollberger, MBA
    Chief Operating Officer

    As Visionary’s COO, Kate works closely with the Visionaries to ensure they are equipped to help clients in the most efficient and effective manner. Through collaboration with the Executive Team, Kate focuses on business growth and development while creating and implementing streamlined operations to serve the Visionaries and their clients. She cultivates relationships with Visionary’s key vendors to […]

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  • Steve Gustafson, CPA
    Chief Financial Officer

    Steve is Visionary’s Chief Financial Officer, focusing on ensuring exceptional financial reporting, processes, and financial planning for the firm. He has also partnered with Barb Hartung in building Visionary Business Transitions to expand our services for business owners. Steve has provided public accounting services to financial companies for more than 30 years. He has a natural affinity […]

    618.726.3000
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  • Scott Carson
    Principal, Senior Wealth Advisor

    Scott has over 25 years of experience providing sound financial advice to individuals and families, and forming relationships with their CPAs, attorneys and bankers, as part of his team approach to financial planning. He specializes in retirement and legacy planning for high net worth individuals. He also excels in business planning, helping professionals with the sale […]

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  • Barb Hartung
    Principal | Mergers and Acquisitions

    Barb has spent over 25 years helping business sellers and business buyers achieve their goals. Before devoting her career to helping business owners sell and acquire businesses, she practiced as a CPA, and for more than 18 years was a partner with a major St. Louis law firm and national law firm. Barb’s experience includes […]

    314.330.0402
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  • Joan Malloy, CFA, CPA, CFP®
    Principal | Family Office

    Joan Malloy offers a unique perspective on investment and wealth management issues, having worked with corporate executives, business owners and multi-generational wealth holders for over 20 years. Joan Malloy is the Founder and Managing Partner of Greenway Family Office, which powers Visionary Family Office. As a Chartered Financial Analyst, a CPA, and a CERTIFIED FINANCIAL PLANNER™, Joan […]

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  • Mark Allaria, CFP®
    Managing Director, Wealth Management Advisor

    Mark provides comprehensive financial planning, working directly with his clients to develop goals-based wealth management plans. Building long-term, meaningful relationships with his clients is a top priority. He enjoys being an independent financial advisor, always operating in the best interest of his client – a true fiduciary, and having the opportunity to search for the best solution for each client’s […]

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  • Jason Baldus, CFP®, MS
    Managing Director, Wealth Management Advisor

    As a member of The Insight Group, Jason works directly with clients to help them achieve financial security, and particularly enjoys helping clients with retirement planning. As Managing Director, Jason is a mentor to other Advisors in the firm, and he selects and trains qualified individuals to add to our team of Visionaries. As a Visionary, […]

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  • Roger Lewis
    Managing Director

    Roger serves as a Visionary, helping his clients turn their dreams into reality. As a Managing Director, he works to attract and select high quality people to become Visionaries, and helps them grow in their careers. Roger entered the financial services world by chance, after he sold a business he owned. He answered a recruitment ad from […]

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  • Selden Martin, MBA
    Managing Director | Business Development, Senior Wealth Advisor

    As a Managing Director, Selden helps guide the growth and direction of Visionary Wealth Advisors, develops and trains our Visionaries, and contributes to the decisions on how our firm invests its resources back into the business. As a Senior Wealth Advisor with The Insight Group, he also works directly with clients to develop goals-based, wealth […]

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  • Chad Opel, CFP®
    Managing Director, Wealth Management Advisor

    Chad views his position at Visionary Wealth Advisors as a coach, both internally in recruiting and training new Visionaries, and in advising his clients on setting goals and working toward their dreams. Chad is an Edwardsville native, who played on the 1998 State Championship undefeated baseball team and is a member of the Southern Illinois […]

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  • Joe Allaria, CFP®, MBA
    Wealth Management Advisor

    Joe provides comprehensive financial planning, working directly with his clients to develop goals-based wealth management plans. Building long-term, meaningful relationships with his clients is a top priority. He enjoys being an independent financial advisor, always operating in the best interest of his client – a true fiduciary, and having the opportunity to search for the best solution for each client’s […]

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  • Dan Browne, AIF®
    Wealth Management Advisor

    Dan provides valuable insight to business owners and high net worth individuals by developing planning strategies that are tailored to meet clients’ objectives and goals. Included in those strategies are traditional and non-traditional investments, variable annuities, and life insurance. Dan also leads plan administration and relationship management for owners and key decision makers for company […]

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  • Mike Clark, CMFC®
    Senior Wealth Advisor

    As a Senior Wealth Advisor, Mike Clark brings 15 years of financial planning experience to Visionary Wealth Advisors. Most recently, Mike was the Senior Vice President – Investments at The Mutual Fund Store in Shiloh, Illinois where he was a founding club member and instrumental in building the office from the ground up. Growing up […]

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  • Daniel Clinard, CFP®, CLU®
    Wealth Management Advisor

    Daniel helps his clients think ahead, think big, and plan for their vision. He works with a variety of clients, but his passion is building close personal relationships and setting up comprehensive financial plans to help his clients achieve their goals. He gets fulfillment knowing that the work he does has a direct impact on […]

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  • Rich Collop, CFP®, CLU®, ChFC®
    Wealth Management Advisor

    Rich is an experienced wealth advisor who helps his clients envision and achieve even bigger dreams for their lives than they may see on their own. He has built long-term relationships with clients from all walks of life, and especially enjoys working with physicians and entrepreneurs. He serves on Visionary’s Investment Committee, which meets monthly […]

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  • Andrew Flick, ChFC®, CLU®, CASL®
    Wealth Management Advisor

    Andrew is an experienced Wealth Management Advisor in our Miami office. He enjoys advising clients in their working years, encouraging them to take action now so that they can experience long-term financial success. He specializes in working with business owners and professionals on their insurance, investment and retirement strategies. Andrew was a Financial Advisor with […]

    954.557.6062
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  • Jay Fox
    Wealth Management Advisor

    Jay has the foresight to plan for each client’s ideal future, and translate the risks and opportunities they will face, personally and financially. He has a vision for what the marketplace can bring to his clients, and how their investment portfolio can benefit from it. Growing up, Jay was completely intrigued with the stock market […]

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  • Sheldon Harber
    Senior Wealth Management Advisor

    Sheldon Harber’s primary focus is working with mature investors, helping them understand their own risk tolerances and financial planning goals. He helps clients safeguard and manage their resources and work toward the long-range goals of funding their children’s education, a comfortable retirement, and protecting their future. He also works with our younger advisors, sharing his […]

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  • Troy Hedman, CMFC®, CRPC®
    Senior Wealth Management Advisor

    As Senior Wealth Management Advisor with 24 years of experience, Troy Hedman, considers himself to be a financial quarterback, partnering with clients to coordinate and optimize their resources to reach their goals. Early in his career, Troy was drawn to the stock market by the endless possibilities it represented. He spent the first 9 years of his […]

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  • Ron Jones
    Wealth Management Advisor

    Ron works each day to provide outstanding service to his clients. He enjoys the daily interaction with both clients and the Visionary team, and feels that he is in a great position to help people in a unique way. Ron has 9 years of experience in the financial service industry. He came to Visionary Wealth […]

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  • Bradley Keene, CFP®
    Wealth Management Advisor, Portfolio Manager

    Brad is one of our most experienced advisors, and is dedicated to serving clients with integrity and unbiased advice. He works closely with clients to uncover their specific needs and objectives, then develops and implements a customized plan. As a Portfolio Manger, he is part of Visionary’s innovative Think Tank where he develops model portfolios […]

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  • Daniel Laure, CFP®, MBA, RICP®
    Wealth Management Advisor

    Daniel Laure’s mission as a financial professional is to coach his clients through ever changing financial landscapes, and to manage their emotions along the way.  Dan’s experience shows that clients are faced with many difficult decisions throughout their lives and need a trusted advisor in their corner who can take the stress and complexity out of those […]

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  • Greg Mullican, CFP®, CRPC®
    Wealth Management Advisor

    Greg has over 15 years experience in all areas of wealth management, with retirement planning being his main focus. He works to continually improve income and distribution strategies for his clients, and enjoys helping them throughout the process, growing and preserving wealth. Greg found his passion for financial planning on the golf course, where he […]

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  • Tyler Niermann
    Wealth Management Advisor

    Tyler’s approach to financial planning starts at the foundation by building trust with his clients and learning the passions that drive their goals and dreams.  Only through doing this can he utilize his holistic approach to planning that is tailored to each of his clients.  As a former college baseball player, Tyler believes that coaching […]

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  • Rob Reidelberger
    Wealth Management Advisor

    Rob advises clients through the journey of life’s changing needs. He is a strong financial planner with the ability to help clients define, measure, and achieve their financial goals. Rob has more than 10 years of experience in various aspects of the banking industry, including branch manager to lending officer, and nearly five years’ experience as […]

    618-659-5150
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  • Joe Reiniger
    Wealth Management Advisor

    Joe has a special interest in the retirement area of financial planning. The majority of people who come to him don’t know if they’re on track, and he enjoys providing an analysis to show them where they are in relationship to their goals. He especially enjoys encouraging younger clients to start planning their retirement sooner. […]

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  • David Sink
    Financial Advisor

    David enjoys getting to know his clients and finding out what’s truly important to them. He likes to discover their likes and dislikes, what worries them, and what makes them tick. He serves clients in all areas of financial planning, and has a particular interest in special needs planning. He chose financial services as a […]

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  • Mia Vieregge
    Financial Services Professional

    Mia understands that each individual’s financial plan is deeply personal, based entirely on what they value in life and wish to achieve. Taking this journey with her clients and celebrating with them as each of the dreams they envision become reality brings her great fulfillment. Mia started in financial services as a college intern at Northwestern […]

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  • Scott Vieregge
    Wealth Management Advisor

    Scott is one of Visionary’s big thinkers. He sees financial planning as an opportunity to look not just 5 – 10 years down the road, but 20 – 30 years into the future, beyond the next generation. He helps clients understand how big their dreams could and should be, knowing if they plan well, their legacy could have a positive impact on their grandchildren and great grandchildren…

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  • Vicky Dietsch
    Director of Client Services for Scott Carson

    Vicky assists Scott Carson in managing the needs of his large client base, as well as providing support to the firm. She spends a great deal of time interacting with clients and assists them with whatever service requirements are necessary to ensure an excellent client experience. Her personal attention to detail and commitment to excellence […]

    618.659.5136
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  • Robin Edwards
    Director of Client Services

    Robin is a key player on three of our Visionary’s teams, Brett Gilliland, Scott and Mia Vieregge. She handles exam scheduling, completing and submitting insurance and investment paperwork, and guiding clients through the underwriting process. She has worked with Brett since 2006. Robin also serves as the Director of Transitions for Visionary Wealth Advisors. She […]

    618.659.5138
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  • Lauren Huber
    Operations Manager

    Lauren serves as Operations Manager and Associate Sales Professional for five of our Visionaries. She also serves as the Client Associate for Jason Baldus and Selden Martin, The Insight Group. She prepares insurance and investment paperwork for signatures and processing, and manages their cases in underwriting. Lauren keeps all clients up to date on their […]

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  • Taylor Knight
    Think Tank Analyst

    Taylor works within Visionary’s Think Tank. He imports and formats custodian data into TradeWarrior and Morningstar, assists placing trades and performs research and analysis on ThinkTank proposals. Taylor became interested in working in the financial industry after seeing how his father was able to support his college education with an investment portfolio, and was allowed to […]

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  • Laura Kriska
    Director of Client Services

    Laura assists Visionary, Rich Collop in our St. Louis Office with his day-to-day operations. She processes applications, follows through with underwriting, and helps clients with questions about their accounts. She enjoys working behind the scenes to support our Visionaries’ service to clients. Laura previously worked as an Associate Financial Representative and Office Manager for a large financial services […]

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  • Evan Mowen
    Business Manager for Chad Opel

    Evan serves as Business Manager for Chad Opel. He facilitates the smooth operations of daily business, corresponds with clients, and handles the maintenance and workflow of all client accounts. He became interested in the financial services industry from a young age, when his father was a banker and taught him the value of compounding interest. As […]

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  • Lisa Vorce
    Director of Client Services for Mike Clark

    As Director of Client Services for The Servant Financial Group, Lisa Vorce manages the day to day business operations for Mike Clark, including client service requests, paperwork, account maintenance, and calendar management. She is a self-proclaimed “people person” who enjoys getting to know clients and playing an important role in helping them achieve their goals. Lisa […]

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  • Crystal Zeller
    Director of Client Services for Tim Hammett

    Crystal manages our St. Louis office under Founder & President Tim Hammett. She works with Tim’s clients to put financial plans together. She opens investment accounts, submits insurance applications, schedules meetings, plans events and keeps everything organized. Crystal enjoys meeting new clients from all walks of life and being accessible to answer any questions. Crystal […]

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