Bill Bender, CPA, PFS, MS
- Partner and Co-Founder
Bill is an experienced St. Louis financial advisor and licensed CPA from 1975 when he passed the CPA exam with the highest score in Missouri, winning the gold medal. He also received honorable mention for ranking in the top 70 in the United States out of 42,000 candidates. Bill passed his series 7 examination which licensed him to be a securities broker. He also passed his series 65 examination which licensed him as an investment advisor representative.
When Bill isn't doing wealth management in St. Louis, he loves to take vacations to the beach with Karen, his wife of over 35 years. He is also a scratch golfer and loves getting out on the course with his three sons as often as possible.
Joel Weltman, CPA, PFS
- Partner and Co-Founder
Joel passed his Series 65 Examination in 2005, which licensed him as an investment advisor representative. In 2007, the American Institute of CPAs (AICPA) awarded him the Personal Financial Specialist (PFS) designation. Joel co-founded Bender, Weltman, Thomas, Perry & Co with Bill Bender in 1982.
Lori Plescia CPA, PFS, QPFC
- Partner in Charge of Retirement Plans
In 2007, Lori passed the Series 65 examination, which licensed her as an investment advisor representative. In 2007, the American Institute of CPA's (AICPA) awarded her the Personal Financial Specialist (PFS) designation. As a St. Louis financial planner, Lori has also earned the Qualified Plan Financial Consultant (QPFC) designation awarded by the American Society of Pension Professionals and Actuaries (ASPPA).
Jim Thomas CPA, PFS
Partner and Investment Advisor Representative
Jim passed his Series 65 examination in 2007, which licensed him as an investment advisor representative. In 2007, the AICPA awarded him the Personal Financial Specialist (PFS) designation. Jim became a partner at Bender, Weltman, Thomas, Perry and Co in 1988, and helped start Mason Road Wealth Advisors since they opened in 2004.
OUR TEAM
Advisors
Bill Bender, CPA, PFS, MS
Joel Weltman, CPA, PFS
Lori Plescia, CPA, PFS, QPFC
Jim Thomas, CPA, PFS
Chief Compliance Officer
Joel Weltman, CPA, PFS
Client Relationship Specialist
Alison Lynch
Communications Coordinator
Kevin Bender, CPA
Bill Perry CPA, CVA, PFS
Managing Partner and Investment Advisor Representative
In 2010, Bill passed his series 65 examination, which licensed him as an investment advisor representative. In 2010, the American Institute of CPAs (AICPA) awarded him the Personal Financial Specialist (PFS) designation.
Copyright 2012: Mason Road Wealth Advisors, LLC. Financial Advisor St Louis. All rights reserved.
1067 N Mason Road
Suite 7
St. Louis, MO 63141
314-590-0000 | kbender@mrwa.us
