Vince Klein
President, Partner, Wealth Strategist
Driven to help others avoid the misfortunes endured by his parents, who struggled with health and retirement issues before passing away six months apart from each other, Vince is a financial professional and educator in the St. Louis market who has spent the past decade working closely with individuals to create tax-advantaged retirement planning strategies.
Vince joined Cadeau Wealth in 2013 and now brings nearly two decades of insurance expertise to each of his clients. He previously worked with multiple business owners to develop employee benefits and business succession plans. Additionally, he has counseled many families on effective strategies to accumulate, protect and preserve their intellectual and financial capital.
A financial professional who can offer both investment and insurance products and services, Vince earned his bachelor’s degree in marketing from Saint Louis University in 2004. Ever since then, he’s had a keen interest in building businesses — and helping others do the same. He started a health insurance brokerage business, managed an apartment complex, started a diesel fuel discount program for long-haul truckers and successfully started an online retail business with a close friend through Kickstarter. To this day, he still considers his former business associates among his best friends (and clients).
Vince enjoys watching his son’s sports teams, reading and playing guitar. He currently volunteers with the Knights of Columbus at Christ Prince of Peace Catholic Church and also volunteers for the parishes athletic association.
Vince previously served as a board member of the nonprofit group Memory Care Home Solution, which helps caregivers of families with Alzheimer’s, dementia and memory loss.
Robert Mark
Insurance Consultant
Several years ago, as a member of Strategic Coach, Bob took a “Unique Ability” survey which involved asking 20 of his largest clients why they initially decided to hire Bob and what prompted them to continue their business relationship. The results of the survey helped Bob write his “business mission statement.” In summary, Bob’s clients shared they have been long term clients because “Bob has the distinct ability to consult with clients to discover solutions to problems, as a trusted partner, for his clients future success.”
Bob loves consulting with his clients as a trusted advisor for their future success; Bob is a fiduciary. About ten years ago, after retiring from twenty-five years serving global corporate clients, Bob joined Cadeau Wealth. Bob wanted to continue to support many of his long term clients—and numerous others too. Bob supports his clients as they jointly plan, protect, and seek strategies to grow their personal assets. Many of his projects focus on business ownership transition/transfer and tax free retirement income planning.
Bob’s family is also a major focus of his energy and enthusiasm. He and his wife, Eva are very involved in the lives of their six daughters and seventeen grandchildren! Bob says he could have a full calendar just engaging with his immediate family.
When Bob isn’t helping clients, or developing character with his grandchildren, he loves to read, play golf, fly fish, and workout. Ministry opportunities through his church also allow him to meet many new friends by whom he is greatly blessed.
Rick Ackerman
Wealth Strategist
Rick has always been a math and science person. He’s a numbers guy. In 2003, Rick’s fascination with investing steered him into the financial industry after working in the medical device industry for the previous eleven years. He sold retirement solutions, working with financial advisors to assist clients in setting them up for their retirements.
Having done business with and grown a friendship with Vince Klein for eight of those years, the opportunity to join Cadeau presented itself. It was an easy decision because of the firm’s family-like atmosphere. Cadeau works as a team and executes each plan together to make sure clients are in the best position for the rest of their lives. “My job allows me to piece together our clients’ financial puzzles to give them the confidence and security they need to live their lives comfortably. For that to be my form of making a living — ‘Life is Great!’”
Rick loves life with his wife, son and two daughters. They stay active in many activities from music to golf to camping. He coaches multiple teams: soccer, baseball and basketball. They live in Chesterfield, Missouri, and enjoy road trips all around the country.
Kate Marmulstein
Operations Manager
Stephanie Meier
Executive Assistant
Lindsay Maxwell
Life Insurance Specialist
Nadine Fanucchi
Operations Specialist
Natalie Spies
Administrative Assistant
Mary Weiss
Client Experience Coordinator
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