Eric Ames

Eric is a Wealth Management Advisor with more than 30 years of experience in the financial services industry. As a CFP, Eric focuses on providing comprehensive financial planning advice to address the unique needs of his clients. He specializes in asset accumulation and distribution strategies, estate and business succession planning, retirement income planning, investment management, and wealth protection strategies. Eric helps analyze every aspect of his clients’ financial lives and with a precise understanding of their current financial situation, he and his team execute fully customized plans designed to help their clients achieve well-defined objectives.

Eric was born as a “Naval Brat” in Hawaii. He and his wife, Jeanie, are long-time residents of Chesterfield, Missouri. Eric enjoys reading, exercising, martial arts, early morning bike riding, and spending time with his three kids watching Mizzou football!

As a partner of Infinity Wealth Advisors, she has over a decade of experience in the financial services industry. Victoria oversees the daily operations and process management systems for the firm. She works with our clients and the IWA team to ensure proper execution of comprehensive financial plans. She helps to foster collaboration amongst the team which drives organizational success and team growth. Victoria continues to manage the funding and distribution for client’s retirement income needs, educational expenses, and risk management plans. 

Victoria lives in St. Louis, Missouri with her husband Ryan, sons Duke and Owen, and dog, Hank. She is always on the go whether it be attending a kid’s sports game, volunteering at a school event, or traveling. Life is busy and that’s the way she likes it!

Joe is a Certified Financial Analyst (CFA^®) with more than 13 years of experience in the financial services industry. Joe oversees Infinity Wealth Advisors’ investment process, in collaboration with CEO Eric Ames, to create diversified portfolios that meet clients’ investment objectives. Joe focuses on developing investment strategies, portfolio construction, monitoring investment performance, risk management and strategic trade execution. In addition, he is responsible for providing thought leadership and writing our quarterly commentary for the IWA newsletter that helps guide clients through our market perspectives and how it impacts our team’s investment approach.

Joe holds Series 7, 24, 63 & 65 registrations and a degree in Finance from University of Missouri. He lives in Webster Groves, Missouri with his wife Hannah, children Scout, Nico and cat Abby.

Anna has more than 13 years of experience in the financial services industry and is IWA’s Manager of Financial Planning and Client Experience. She provides support to our lead advisor in our financial planning process by being the go-to person for financial modeling and scenario building. Anna deals with multiple facets of our operation including researching advanced planning topics and scheduling client meetings.

Anna holds her Series 6, 7, & 63 securities registrations and is state insurance licensed for Life, Health & Long-Term Care in North Carolina, and Missouri. She attended St. Louis University and earned a business degree with a marketing emphasis from Loyola University Chicago. Anna lives in Clayton, North Carolina with her husband Kevin and three children, Dietrich, Kamila, and Bohannon.

Tristan joined IWA in 2023, coming to us with prior Northwestern Mutual experience. He is the team’s Financial Planning Associate and is responsible for preparing materials for all client meetings, collecting documents for constructing financial models, and researching advanced planning topics. Tristan helps the firm to ensures all meeting topics are discussed and brought to the advisor’s attention.

Tristan holds his Series 6, 7, 63 & SIE securities registrations and is state insurance licensed for Life, Health & Long-Term Care in Missouri. He is currently pursuing a degree in Finance. Tristan lives in University City with his finance and dog. He enjoys challenging himself with both mental and physical exercise wherever and whenever possible!

Kristen is a Client Service Manager with Infinity Wealth Advisors.  She serves as one of our clients’ primary points of contact. Kristen is dedicated to fostering long-term relationships with clients, understanding their most important priorities, and assisting them in efficiently pursuing financial success. Kristen overseas account establishment, account funding, client cash flow systems, and ensures meeting deliverables are completed.

She holds her Series 7, SIE & 63 securities designations and is state insurance licensed for Life, Health & Long-Term Care in Missouri. She attended the University of Missouri where she earned both her bachelor’s and master’s degrees in accounting. Kristen lives in Webster Groves and enjoys being active and traveling to our nation’s national parks.

Bridgette is a Client Service Associate with Infinity Wealth Advisors.  She is responsible for executing back-office transactions which include the input and processing of insurance and investment applications and completion of client service requests.  Additionally, she helps to maintain our client database and tracking of post meeting deliverables. Bridgette also assists with implementing the IWA marketing strategy.

Bridgette holds her state insurance license for Life, Health & Long-Term Care in Missouri. She lives in Glendale, Missouri and enjoys time with family and friends on the weekends. Any chance she gets, she loves to draw & paint and be outside enjoying the warm weather.