Our Ensemble Practice

At HighTower St. Louis, we feel our clients benefit from our team’s broad range of specialties and strengths. Our collective commitment is to serve our clients, offer advice and services that enrich their lives, and provide a wealth management experience marked by excellence.

Barbara C. Archer, CFP®, CLU®, AEP®, MBA

Managing Director, Partner

Barbara C. Archer is a consummate entrepreneur who sees her clients’ world through a creative financial lens. As a Managing Director and Partner of HighTower St. Louis Wealth Advisors, she and the team are resourceful problem solvers who deliver valuable advice and investment guidance. 

Prior to HighTower St. Louis Wealth Advisors, Barbara founded Archer Wealth Management, LLC, in 1983. The independent wealth management firm offered high-net worth-families, executives, professionals and business owners a diverse suite of financial management solutions, including investment, estate and gift planning strategies.

Barbara has received many industry awards and recognitions for her client care and investment acumen, including being honored by Barron’s in 2014, 2016, 2017 and most recently on the 2018 “Top 1,200 Financial Advisors.” Barbara has also been noted in to Worth’s “2008 Top 250 Advisors” list and Forbes “2009 Leading Wealth Managers of the Central United States” list.

Barbara is a member and past President of the St. Louis Chapter of the Financial Planning Association and a member and a past Board Committee Chair of the Estate Planning Council. She has been recognized in 2017 by the St. Louis Business Journal on the “Most Influential Business Women” list.  Barbara has spoken frequently on all aspects of wealth management and lectured on practice management to the financial planning industry. 

Barbara earned her BS and MBA degrees from the University of Dayton and has completed the Wharton Executive Education Program on Retirement Risk and the Harvard Business School Executive Education Course Women on Boards: Succeeding as a Corporate Director. As an Investment Advisor Representative with Hightower Advisors, she holds the Certified Financial Planner™ (CFP™), Chartered Life Underwriter® (CLU®), Accredited Estate Planner® (AEP®) and Certified Family Business Specialist (CFBS) designations.

A passionate community volunteer, Barbara serves on the Board of the St. Louis Zoo Association and Planned Giving Advisory Committee, the St. Louis Public Radio Board, the Mercy Health Foundation Board of Directors and is a Lifetime Board member and past President of Center of Creative Arts (COCA). She continues to support the Girls Scouts of Eastern Missouri, the St. Louis Children’s Hospital Legacy Partners, Mercy Women with a Mission and St. Louis Forum. Along with her business partners, she is a donor advisor for the HighTower St. Louis Wealth Advisors Charitable Foundation.

Barbara and her husband, Steve, enjoy golf, travel and water sports, as well as spending time with their two grown children, Ryan and Kristin.

learn more close

Carol L. Rogers, MBA, CPWA®

Managing Director, Partner

Carol L. Rogers epitomizes the blend of business, financial and investment acumen, plus the interpersonal skills of attentive listening and clear communication, that are critical for a wealth manager. Over her 40+ year career, these abilities have been recognized many times with national recognition from publications such as Barron’s and Wealth Management. Carol began her investment advisory career at E.F. Hutton in 1976. As one of E.F. Hutton’s leading brokers, Carol became a Vice President and a member of the Chairman’s Council. Prior to HighTower St. Louis Wealth Advisors, Carol was the Founder and President of Rogers & Company Wealth Management.  

A Managing Director and Partner of HighTower St. Louis Wealth Advisors, Carol has been recognized on Barron’s “Top 1,200 Advisors by State” list (formerly Barron’s “Top 1,000 Advisors by State”) in 2009, as well as from 2011-2016. She was also ranked on Barron’s “Top 100 Women Financial Advisors” list in 2009, 2010 and 2013, as well as among Wealth Management’s “Top 100 Independent Advisors in America” in 2009. In April 1997, Carol was named Broker of the Year by Registered Representative magazine, a respected industry publication. She was also profiled in the October 2000 issue of Research Magazine and is quoted regularly in Registered Representative, Research Magazine and Horsesmouth.com, a nationally-recognized internet resource for financial advisors.

Carol holds a Bachelor of Science degree in Finance and an EMBA from Washington University, St. Louis, Missouri in conjunction with the University of Sofia, Tokyo. Carol was also a member of the first class to receive the Certified Private Wealth Advisor®
certification (CPWA®). The CPWA® is an advanced designation through the University of Chicago’s Booth Graduate School of Business. It was created specifically for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation and distribution. She is a member of the Investments & Wealth Institute formerly IMCA.

Carol is a strong believer in giving back. She serves on the Board of Benedictine College, and is a member of the executive MBA Alumni Board for Washington University and the Women’s Venture Forum at Washburn University. She was invited as a guest participant at the 1996 National Security Seminar for the U.S. Army War College, Carlisle Barracks, in Pennsylvania. In addition, “L”, as she is fondly called in the office, is a donor advisor for the HighTower St. Louis Wealth Advisors Charitable Foundation (formerly Rogers & Company Charitable Foundation, established in 2006), which provides inner city scholarships. Carol has also served on the Board of Directors of the National Association of Security Professionals in Washington, D.C.

learn more close

Omar Qureshi, CIMA®, CPWA®

Managing Director

Investment Strategist

Omar Qureshi has personally executed analysis for numerous high-net-worth clients. His evaluations included asset allocation, portfolio modeling and a breadth of wealth management issues utilizing sophisticated quantitative techniques. Omar has developed a custom analytical approach that begins with a client’s current financial situation. This is followed with projections for potential future scenarios, which are each subjected to demanding financial “stress” tests and adverse condition scenarios. The goal is to help enable clients to better recognize, or avoid, costly mistakes in investment decisions.

Omar’s proficiency in technology and investment analysis has augmented the existing institutional capabilities at HighTower St. Louis Wealth Advisors. Adding his respected knowledge to our current competencies facilitated the development of a customized investment process. Today, this process forms the backbone of our clients’ disciplined investment plans. In addition to being the leader of the HighTower St. Louis Wealth Advisors Investment Management Committee, Omar’s responsibilities include the analysis of investments and portfolio strategists, financial simulations, and modeling plus monitoring ongoing performance.

Omar graduated from Case Western Reserve University with a Bachelor of Science degree in Management Information Systems and a minor in Economics. He holds various securities registrations, including the Series 4 Registered Options Principal license. Omar has also earned one of the most rigorous designations in the securities industry, the Certified Investment Management Analyst® (CIMA®) designation. The CIMA® program, conducted through the Wharton School of Business, is a comprehensive study and examination of advanced portfolio management concepts and processes, in addition to investment ethics.

Omar was a member of the first class to receive the Certified Private Wealth Advisor® (CPWA®) certification. The CPWA® is an advanced designation through the University of Chicago’s Booth Graduate School of Business. It was created specifically for financial advisors and consultants who work with high-net-worth clients on the lifecycle of wealth: accumulation, preservation and distribution.

Omar is also a member of the Investment Management Consultants Association, and a donor advisor for the HighTower St. Louis Wealth Advisors Charitable Foundation (formerly Rogers & Company Charitable Foundation, established in 2006), which provides inner city scholarships. He also serves as a Board Member of Havenhouse.

Omar and his wife, Corinne, have three children, which has given them a whole new understanding of financial planning! When not at the office, Omar enjoys tinkering with technology and playing tennis.

learn more close

Brian Copeland, CFP®

Director of Financial Planning

Brian Copeland’s knowledge of holistic wealth management is well-rounded, proficient and experienced. In working with families, professionals and business owners, his experience extends beyond addressing portfolio management needs. Brian understands that incorporating retirement planning, tax planning, risk management, and estate or budgeting analysis helps him provide an integrated basis to help clients make informed financial decisions.

As a cornerstone to the financial planning process, Brian uses his passion to develop a review and analytical process clearly aligned with our practice’s philosophy of providing advice designed to support a client’s desired lifestyle. His solutions are flexible and built to comprehensively address a client’s situation, focusing on their specific issues, needs or concerns. The objective is to integrate key financial needs and goals with observations and recommendations which support a client’s personal aspirations.

Prior to joining HighTower St. Louis Wealth Advisors, Brian coordinated the financial planning efforts at Rogers & Company Wealth Management and served as a member of the Rogers & Company Investment Management Committee. He leverages his keen mind and analytical skills to research and assess client portfolios, keep the big picture in mind, and fit together the pieces of a holistic wealth management plan.

Brian holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is held to rigorous ethical standards of the CFP® Board of Standards, including ongoing continuing education requirements. He brings this passion, experience and excellence to bear when providing advice and analysis for our clients, as well as important matters for our practice.

Brian and his wife, Cassie, enjoy traveling and doing anything outdoors, from playing sports to gardening. However, daughter, Brie, and son, Miles, will soon insist that bike-riding and roller-skating be included.

learn more close

Neal Furlong, ChFC®, CLU®

Senior Wealth Advisor

Neal Furlong brings more than 25 years of comprehensive wealth management experience to his clients. A former college football player, Neal understands the value that sound fundamentals, discipline and consistent execution can bring to situations. His approach begins with a solid foundation of financial planning, which includes asset accumulation and management, retirement planning and key estate planning issues. For business owners, he provides a breadth of key services, from executive and owner benefits to advanced succession planning.

Neal combines a thorough understanding with an innate skill of translating the complexities of modern finance into understandable concepts. This is the key to helping clients feel more comfortable in making ongoing decisions that occur over a lifetime. Neal’s deep experience with closely-held businesses, executives, professionals and their families has strengthened HighTower St. Louis Wealth Advisors' existing resources and provides a valuable enhancement to the team’s approach. Neal’s responsibilities range across the spectrum of wealth management services offered by our practice, particularly in asset allocation, planning and risk management issues.

Neal is a graduate of Southern Illinois University-Carbondale with a Bachelor of Science degree from the School of Journalism. He is certified as a Chartered Financial Consultant® (ChFC®) through The American College, which is one of the most rigorous educational programs for financial services credentials. In addition, Neal is a Chartered Life Underwriter® (CLU®), a designation for insurance professionals seeking to obtain and sustain a high level of specialization in key areas of insurance planning, estate and retirement issues, taxation, business insurance, and risk management. He serves on the Board of the St. Louis Chapter of the Society of Financial Service Professionals.

Neal has two grown children daughter, Tierney and son, Jackson.  Neal is a sports fan who loves to travel and stays athletically active outdoors, in addition to a little yoga and gym work.  He also enjoys the diverse venues and restaurants that St. Louis has to offer.

learn more close

Jennifer Belmont Jennings, J.D.

Wealth Advisor

Jennifer Belmont Jennings combines her advanced legal knowledge with the HighTower St. Louis advanced financial planning process to deliver valuable insight and guidance to our individuals and families.  Working with our professional team of specialists builds on her previous experience as a wealth advisor with a top Fortune 500 company.

Earlier in her career, Jennifer practiced law focusing on estate planning, probate, and family matters. Jennifer often acts as a bridge between the financial and legal aspects of our clients’ lives and works closely with our clients’ attorneys and tax professionals to ensure that their financial plans complement their estate and tax objectives.

Jennifer received her J.D., M.A., and B.A. magna cum laude from Washington University in St. Louis. While in law school, she was the Executive Articles Editor of the Washington University Jurisprudence Review. Additionally, she completed the General Course Program at The London School of Economics and Political Science (LSE). She is a member of the Missouri Bar.

As a committed community volunteer, Jennifer is a member of the St. Louis Children’s Hospital Legacy Partners, Friends of St. Louis Children’s Hospital, and Friends of The Fathers’ Support Center of St. Louis. She and husband, Brent, were also mentors with Big Brothers Big Sisters of Eastern Missouri for many years.

Jennifer, Brent, and their son, Liam, live in Webster Groves. In addition to their volunteer activities, they enjoy golf and traveling. 

learn more close

Zachary T. Ungerott, CFP®

Wealth Advisor

Zachary T. Ungerott is a Financial Planning Associate at HighTower St. Louis Wealth Advisors. Zach develops personalized financial plans and assists in managing investment portfolios to help clients reach their financial goals.

He specializes in retirement planning, tax planning, risk management and estate/budgeting analysis. Prior to HighTower St. Louis Wealth Advisors, Zach built significant experience in wealth management roles with both independent and national financial advisory firms.

Zach earned his Bachelor of Science degree in Business Administration with an emphasis in Finance and Banking from the University of Missouri. He holds the Series 7, Series 66 and Life insurance licenses, and is pursuing his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

Zach and his wife, Lauren, live in Webster Groves, Missouri. His passion is duck hunting, and he and his wife enjoy traveling and exploring the outdoors with their black lab, Remy.

learn more close

Meet the Team

(click on image to view bio)
Karen Meers, FLMI

Karen Meers, FLMI

Client Service Manager

Karen Meers, Client Service Manager, has deep operations and client support experience with insurance and financial planning professionals. She is responsible for assisting the team with client service to help ensure timely and accurate management of investment accounts, including establishing new accounts, transfers, contributions, redemptions, address changes and beneficiary changes.

She started her career at MetLife, and went on to work at Prudential Financial for 26 years. Karen has been in the wealth management industry since 2006. She holds the Series 6, 26, and 63 licenses, as well as her Life and Health insurance license (Missouri). Professional designations include: Fellow, Life Management Institute (FMLI); Associate, Customer Service (ACS); and Associate, Insurance Agency Administration (AIAA) from the Life Office Management Association.

Karen lives in St. Charles, Missouri with her husband, Steven. Her passion is her family, and they enjoy spending time with their three grown sons, daughters-in-law and grandchildren. Karen’s community service involvement has included volunteering at school and church, as well as organizing blood drives. In her spare time, she enjoys reading, traveling, walking and attending community events.

Shannon Workman

Shannon Workman

Registered Associate

Shannon D. Workman’s pragmatic knowledge and understanding of financial advice has been honed over two decades of hands-on experience. Shannon’s career began on an advisory services team for a St. Louis firm providing advice for a fee rather than commissions. During the early days of fee-based planning, Shannon recognized the growing importance of carefully integrating financial planning objectives with the then-emerging technology that led to an explosion of global asset classes, management methodologies and investment vehicles.

To immerse herself in meeting the goals and objectives of financial planning clients, Shannon went to work for Bridge Trading Company, an institutional agency brokerage firm that trades securities for financial institutions worldwide. In her role as an institutional equity trader at the firm’s headquarters in St. Louis, Shannon oversaw large trading orders for institutional investors, such as mutual funds, hedge funds and trust companies. The experience gave Shannon the opportunity to observe the investment strategies and tactics of managers, as well as a wide array of investment philosophies.

Shannon’s interest in assisting individual investors, led her to manage an office for a national financial planning firm. While there, Shannon was introduced to Neal Furlong, and eventually joined his team, where she managed office operations and provided clients with service and assistance.

Shannon attended the University of Kansas, earning a degree in Communications. She currently holds the Series 7 and 63 licenses. She is an avid sports fan who is particularly passionate about KU Jayhawk basketball, as well as any game that either of her two sons, Evan and Aidan, are playing. Shannon enjoys riding bikes, exercising and playing sports with her sons and husband, Andrew, along with spending time with the family’s two dogs.

Kathleen Harris

Kathleen Harris

Operations Associate

Client-centric wealth management is a business where promptness, attention to detail and problem solving are critical. It also involves the ability to think on one’s feet and deal with a spectrum of personalities and preferences in an ever-changing environment. Kathy Harris leverages these qualities as an Operations Associate.  

Prior to joining HighTower St. Louis Wealth Advisors, Kathy had a deep background in managing various aspects of several small businesses. Kathy uses her common sense and flexibility to jump in at key times on important projects where she apply her skills and experience to identify issues and help create effective solutions.

Darrell W. Grant, MBA

Darrell W. Grant, MBA

Office Administrator

Darrell W. Grant is our “Director of First and Lasting Impressions.”  He works tirelessly to provide a welcoming environment for our clients, whether it be in the office or by phone.

Growing up in a family business and spending more than a decade in consultative sales sharpened Darrell's abilities to counsel clients as a property & casualty agent then as a life insurance professional. At MetLife, he became a part of the "Deliver the Promise" program, an elite group of financial service representatives helping family members deal with the loss of a loved one, while navigating demanding paperwork during a very trying time.  

Darrell then had the opportunity to change roles and apply his organizational and process development skills to supervising a team of 13 professionals at four locations to support MetLife advisors.

Darrell received his BSEd from Missouri State University and an MBA from Fontbonne University in St. Louis.

He is passionate about people and enjoys helping others. He is particularly active with Safe Connections, having been a founding member of the Young Professionals Board. He has also served on the Board of Pride St. Louis, as host of St. Louis Pride Fest, as an Elder and Member of Session for his church, a neighborhood president and on various community committees.

Darrell and his husband, Thomas, live near Creve Coeur Lake Park with their dogs Dudley and Oscar. They enjoy spending time with family and providing nurturing guidance to their nieces and nephews.