The team
The people behind your plan.
Detalus is a team of credentialed partners, advisors, and client-service professionals, many of them CFP® and CPA designees, who have built their careers helping St. Louis families plan with confidence.
Leadership
Clint Lewis
Investment Adviser Representative focused on team development, compliance, and portfolio growth, overseeing retail client investments and corporate retirement programs.
Randy Graham, Jr.
Helps families realize their goals and plan for the next generation, and serves on the firm’s Investment Committee. Finance degree, Auburn University.
Joe Garea
Co-founder with extensive public and private board experience across lending, acquisitions, and mergers. Active in the St. Louis non-profit community.
Steve Rull
Co-founder and former CPA, with a background in distribution, mortgage banking, and investment management. Former director, Byline Bancorp (NYSE: BY).
Betsy Ross
Leads the firm’s accounting and supports compliance, focusing on financial reporting and strategic initiatives. Joined Detalus in 2010.
Jeff Holley
Conducts investment research and serves on the Investment Committee. Joined in 2013; previously an Equities Investment Specialist at Edward Jones.
Financial Advisors
Cheryl Anthony
Manages client portfolios with a focus on retirement planning. In the industry since the early 1980s, with 28 years on the YMCA board.
Mike DeBerge
CFP® professional and Investment Adviser Representative. MBA in Finance, DePaul University. Joined Detalus in 2021.
Andrew Phipps
Background in public accounting and wealth management. CPA and CFP® professional and Investment Adviser Representative. Joined in 2024.
Alex Walker
A CFP® professional who found investing at 14. Degree in Personal Financial Planning, Lindenwood University. Joined Detalus in 2020.
Client Service
TJ Giunta
Series 65 licensed and studying for the CFP® designation. BS in Sports Management, Xavier University. Joined in 2025.
Kaitlynn Tretter
Focuses on client-centric onboarding and service. BS in Health Sciences and an MBA from Saint Louis University. Joined in 2023.
Work with a team that knows your name.
A consultation is a documented review of where you are and what it will take to reach what you have named. No obligation.
SEC Registered Investment Advisor · Fiduciary · Serving St. Louis since 1999