We’ll be your guide — every step of the way.
Joe created Weinbauer Financial Group for a reason as simple as it is powerful: everyday people shouldn’t have to settle for everyday ideas. He wanted to offer far more than traditional financial planning firms: more education, more diversification, more options. And above all, more freedom to help his clients pursue their dreams, with the knowledge that their financial future is in good hands.
Creating that financial future is the work of a lifetime. With the right advocate at your side, it can be the most rewarding work of all. Joe and his team are ready to be your advocate — helping you manage taxes, build wealth and something more … the confidence of knowing that your complete financial picture is in sharp focus. Perhaps, for the very first time.
Meet our office
Joe Weinbauer: President | Principal Advisor
Joe has more than three decades of experience in the tax and financial services industry. With 32 years as a tax professional and 29 years as a financial professional, he has guided individuals, families, and business owners through complex financial decisions with clarity and confidence. What Joe values most is the long-term relationships he has built with clients over the years. He takes pride in working closely with clients to understand their goals, provide practical guidance, and deliver thoughtful, personalized solutions. His approach is rooted in trust, continuity, and a genuine commitment to helping clients make informed financial decisions.
Keaton King: Director of Tax Services
Keaton has six years of experience in the tax and accounting industry. He is a graduate of St. Louis University High School and the University of Missouri-St. Louis (UMSL), where he attended on a baseball scholarship. During his career, he has worked with individuals, families, and business owners to help them navigate tax and accounting matters with clarity and confidence. Keaton focuses on providing reliable, detail-oriented support throughout the year, not just during tax season. He is committed to accuracy, organization, and staying current with tax regulations to ensure clients receive timely and dependable service. His work is guided by professionalism, consistency, and a strong sense of responsibility to the clients he serves.
Julie Weinbauer
Cindy Fresta
Christine Chirco
Client Service Coordinators
Our Client Service Coordinators are often the first point of contact at our firm, and they play a vital role in creating a smooth, welcoming experience for every client. From the moment you walk through the door or reach out to our office, they are here to help. With a strong attention to detail and a commitment to excellent service, our Client Service Coordinators help keep day-to-day operations running efficiently so our advisors can stay focused on providing thoughtful tax and financial guidance. Above all, they are dedicated to making sure clients feel informed, supported, and confident at every step of the process.
