Shannon Moenkhaus

The Buckingham Family of Financial Services operates as a holding company. The firm offers investment advice to individuals and corporations. It provides services though divisions such as Buckingham Asset Management, BAM Adivsor Services, and Bemiston Insurance Services. The company was founded by Bert Schweizer III, Stuart Joseph Zimmerman, Paul Steven Forman, and Steven Harvey Funk in 1994 and is headquartered in St. Louis, MO.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Enterprise Bank & Trust (EBT) is an investment management firm headquartered in Clayton, Missouri. The firm is owned by Enterprise Financial Services Corp. (NASDAQ: EFSC). EBT offers a range of business and personal banking services, as well as wealth management services which include financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans and nonprofit organizations, and specialty banking such as third-party escrow, HOA, property management and SBA lending.