Patricia M. Conway, MBA, CFP®
Dylan Camp, MSFFP, CFP®
About the Team
Patricia Conway’s career has concentrated in the financial and investment industry over the last twenty five years. Since 1985, Pat’s work experience has required strong analytical skills and proficiency in portfolio accounting, investment and tax planning in consulting with individuals and families. Pat developed her expertise through her responsibilities in Chicago serving as a financial advisor to partners of a consulting firm and as an investment and tax analyst with an investment counseling firm. She broadened her experience in the family office arena, specializing in investment oversight and operation, strategic planning in asset allocation reviews and performance measurement services.
Pat moved to Saint Louis from Chicago in 1995 to work with a consulting firm serving high net worth families.Pat earned her Master’s in Business Administration from DePaul University and business undergraduate degree from Purdue University. She is a Registered Investment Advisor with theState of Missouri, and a Certified Financial Planner with the Certified Financial Planner Board ofStandards, Inc. Pat is a member of the National Association of Personal Financial Advisors(NAPFA), an organization of Fee-only Financial Advisors, and a member of the AICPA. Pat served on the NAPFA’s Midwest Regional Board from 2008 through 2011.
Dylan Camp Dylan Camp is a Registered Investment Advisor with the State of Missouri, and has a Master's in Family Financial Planning from Iowa State University. Dylan works alongside Pat in advising our clients. Dylan is also a CFP® Professional, as well as a member of NAPFA and the FPA.
Debra Jakubczak is our Office Administration Manager and is responsible for handling the administrative services for our clients and relationship with TD Ameritrade and our other custodial relationships. Debby spent 28 years with a local insurance company, as the VicePresident of Underwriting before entering the financial and investment industry. Her latest position was working as the Executive Manager of Operations for an Independent Financial Advisor. She is also a Notary Public.