Your Goals, and Your Values - Let's put your plans in motion

As your financial advisor, planner, and wealth manager, I am dedicated to you. I'm dedicated to your family, your goals, values, and your legacy. I partner with you to make your goals a reality throughout every step of your life, and through all your life's events. Whether you're new to planning your financial future, somewhat experienced, or even an expert - I am passionate about providing education where you are, at any level. My team is dedicated to helping you grow and protect your wealth, manage your cashflow, and plan through difficult times. Together, we will map out your path to a secure financial future so you can enjoy a retirement that specifically fits your dreams and desired legacy. Seeing my clients succeed and meet their goals is my greatest blessing.

Areas We Specialize In

  • Financial planning for Individuals, Families, Young Professionals, Small Businesses, and Faith Based Providers
  • Navigating divorce with a Certified Divorce Financial Analyst ®️ (CDFA®️), along with a network of attorneys and other professionals.
  • Life Insurance and Disability Insurance Protection
  • Wealth and Investment Management
  • Brokerage and Managed Accounts
  • 401k and IRA Setup, and Rollovers
  • Short-term, Mid-term, and Long-term Goal Planning
  • Additional Care Planning & Expenses
  • Retirement Planning
  • Inheritance Options
  • Tax Efficient Planning and Savings Strategies for every season of your life
  • Tax Efficient Charity and Giving Back
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Have you been asking yourself these questions?

I help my clients answer:


  • What should I do with my 401(k) from a previous employer?
  • When can I retire?
  • What will taxes look like in retirement?
  • What are the financial implications of a divorce?
  • What is a QDRO and do I need one?
  • How much life insurance do I need?
  • How do I create a budget?
  • What is a Roth IRA, and should I have one?
  • What happens if I'm unable to work or I lose my job?
  • Do I need a financial plan?
  • Will I run out of money in retirement?
  • What happens to my money after I'm gone?


Let's get started now to make your goals a reality. It's never too late to begin creating the life you've always envisioned. 

Meet Our Team

Stephanie Feeney

Stephanie has worked in the financial services nearly her entire career. She decided to become a financial advisor with Thrivent because she's passionate about ensuring that individuals and families get the full-service planning that they deserve, while also working with an organization that places a strong emphasis on values and generosity. As a female advisor, Stephanie represents a growing percentage of women who bring their expertise to financial planning - she hopes to serve as a role model and inspiration for future generations of female financial advisors in the years to come.


About Stephanie


Stephanie is a single mom of three adult children, and a longtime resident of St. Louis. Her oldest son is a police officer in St. Louis, and her daughter recently earned her Master's degree in Sports Data Analytics from Loughborough University in London, and has accepted a new position in that field with the St. Louis CITY Soccer Club. Stephanie's youngest son earned a degree in Biology and is working locally in St. Louis.


Giving Back - Living Generously

 

Stephanie grew up in St. Louis, and is a proud supporter of many charities, organizations, and causes in her community. She spends her free time with friends and family and loves giving back to her community in many ways, including volunteering at local dog rescues, fostering dogs, sponsoring and participating in various running / triathlon organizations.

 

A few of the charities, organizations, and causes she supports are:

Jessica Goodman

Jessica has over a decade of combined experience in the financial and insurance industries. She began her career at her father's financial business in 2011 after graduating from Illinois College with her Bachelor's Degree, and furthered her career in 2014 with another financial firm.


She became a licensed insurance agent in 2017 and joined Stephanie's team in February of 2023 as a Licensed Insurance Office Professional. She's excited to work with Stephanie to help her better serve her clients as her business continues to grow.

 

Jessica and Stephanie share similar interests and values, and especially bond over their love for dogs.

St. Louis Office

True Allies Financial Group

True Allies Financial Group

Title

Team Practice

Website
https://connect.thrivent.com/true-allies-financial-group
Phone
314-926-9897