Our Team

Richard J. St. John
Founder & President

Dick St. John founded St. John & Associates, Inc. in 1989, when he recognized the critical need for independent financial advice and services – a need which was not otherwise being met.

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Gregory R. St. John
Executive Vice President

As vice president and portfolio manager of St. John & Associates, Inc., Greg is responsible for investment research, portfolio management, investment reporting, separate account management and technical operations.

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Bryan M. Totri, CFP®
Vice President of Financial Planning

Bryan was the founder and principal of WellSpring Planning, LLC, a full service, fee-only financial planning firm, which was merged into St. John & Associates in early 2007.

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Deborah Blackwell
Director of Operations and Client Services

Debbie has been with the firm since 2003 and is the key contact person for all clients. She is responsible for our back office operations, client services and broker-dealer relationships.

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Lisa Duncan
Back Office Administrator

Lisa joined St. John & Associates in 2014 to help with secretarial work. Since then she has also taken on the responsibilities of back office organization, helping clients access the client portal, managing the client database, and supporting marketing efforts.

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Hayat Ames, CFP
Investment Coordinator

Hayat, a CERTIFIED FINANCIAL PLANNER™ professional, has broad based fee-only wealth management experience, with a focus on investment planning and asset allocation. She also taught financial literacy classes for a non-profit organization and is an experienced tax professional.

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