John Zata

Founder, Financial Advisor

I have 16 years of experience in the financial services industry working for a large firm in the St. Louis area. I have moved through multiple roles related to Retirement, Education, Equities, Fixed Income, and Social Security. This broad exposure to different areas of specialties gives me a unique perspective for which to help you through your financial journey.

I earned my Bachelors in Economics from University of Illinois at Urbana-Champaign and my MBA from Washington University in St. Louis.

I grew up in the Greater St. Louis Area starting in Hardin, IL moving to St. Louis starting in high school. I currently live in St. Charles with my beautiful wife and two daughters.

In my free-time, I like to spend time participating in my kids' school and extra-curricular activities, eating at restaurants with my wife, or catching the latest film on the big screen.