Butler Associates Financial Planners Inc – St. Louis, MO

Registered Representative

Jason Sturm is a seasoned professional with a multi-faceted career that spans across several industries and professions. Throughout his endeavors, he has always approached his work with an analytical mind. As an Analytical Chemist for over twenty years, Jason has worked to develop innovative solutions to challenging situations.

With his natural analytical talents, Jason tackled issues methodically, with integrity and conviction, He solved problems step-by-step, analyzing materials until he arrived at the correct result. As a Financial Planner, Jason utilizes this very same approach to his and his client’s advantage.

“When I told my family that I wanted to name my Financial Planning firm, ‘Wealth Analytics Resources,’ they gave me a funny look and questioned, ‘what kind of name is that for a financial services business?’ To answer their question, I simply pointed to the way I’ve done my work as an Analytical Chemist – it’s who I’ve always been, and who I’ll always continue to be.” – Jason Sturm

Jason begins his analytical process by seeking to understand the question at hand. If a goal is unknown, how can you possibly work towards it? When Jason meets with a client for the first time, he begins by asking as many questions as necessary to ascertain their unique position, desires, and requirements. By understanding these fundamental aspects, Jason then works collaboratively with his clients to help them determine their goals, like saving for their children’s college tuition, maximizing their tax savings, early retirement, or leaving a strong financial legacy to future generations. In essence, he helps his clients build a financial roadmap that they can follow to achieve their goals. Jason works side-by-side to provide financial guidance every step along the way, because he understands just how important his role is in the lives of his clients.

No matter the situation, Jason Sturm remains steadfast in his dedication to serving his clients passionately.

Registered Representative

A partner since 2000, Amy came to Butler Associates in 1988 after learning the financial planning process at IDS/American Express and as a stockbroker with Kidder, Peabody and Company. Her credentials include Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and the Chartered Advisor for Senior Living (CASL) professional designations. Amy also has served as president of the local chapter of the Society of Financial Service Professionals, an organization in which she remains active today.

A passion for speaking combined with an in-depth understanding of her field affords Amy many opportunities to educate professional organizations, workplaces and other audiences at the regional and national level about the benefits of financial planning.

Amy is particularly well versed in the areas of saving for retirement, defined benefit plans, and managing lump-sum payouts and 401(k) distributions.

Registered Representative

Since joining Butler in 1998, Tom has advanced into the role of Account Executive and is a Registered Investment Advisor Representative. A graduate of the University of Missouri-St. Louis, he holds dual degrees in finance and marketing. As a RIA representative, registered stockbroker, and life and health insurance agent, Tom is qualified to assist clients in all areas of financial planning, from research and strategizing to trading and account maintenance. He holds Series 7 and Series 65 registrations.

Tom and his wife, Kim, have two children, John and Avi. When away from the office, he is likely to be found spending time with his young family or on the golf course.

Administrative Staff

Kaitlin Kaveler joins our team after graduating from Missouri State University where she studied finance and marketing. After recently acquiring her life and health insurance license, she continues to study for her Series 7 and Series 66 registrations.

A native of St. Louis, Kaitlin is an avid Cardinals baseball and Blues hockey fan. When she isn’t rooting on her hometown teams, you can find her enjoying time with her family and keeping up with her nieces and nephews.