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BIG SKY ADVISORS, LLC
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Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Customized Investment Management

Tailored to your Specific Goals

We leverage our independence and deep research capabilities to build our clients well-constructed, custom portfolios.

Achieving Success By

Working Together

Contact us today to find out how we can help with your financial needs.

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Learn More Today About

How We Help

Contact us today to find out how we can help.

Why Us?

We have been dedicated to professionally supporting, educating, and providing informed direction to our clients for a combined 130 years.

 

About Us

We are dedicated to building lifelong relationships with our clients. We deliver high quality service by managing our clients’ financial needs and by helping them pursue financial independence. We strive to uphold the highest ideals of trust, integrity, and professionalism in our daily practice and in building relationships.

 

Our Philosophy

We believe in the value of independence. We answer directly to you—our client, not to a corporate parent or to stockholders. That’s how we’re able to maintain full objectivity throughout the planning and investment process. Independence enables us to provide unbiased financial advice while making the best choices for our clients, tailored to their individual needs and situations. We always put your interests first, and we’ll do our utmost to serve you.

 

Our Process

Our process focuses on meeting your needs at every stage of your financial life, from your earliest days of accumulating assets, through retirement distribution, to estate protection and transfer.

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Our Services

Without the right advice, it’s easy to miss out on potentially rewarding financial opportunities, to take on unnecessary risk or to fail to take steps to preserve your assets. Let us help.

 

Investments

Investments can play a key role in your financial plan.

 

Personal Insurance & Risk Management

Insurance is essential to any comprehensive financial plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Estate Planning

Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

Our Team

Learn more about our amazing team of professionals.

Michael (Mike) Moloney, MS, CFP

Financial Planner

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Michael (Mike) Moloney, MS, CFP

Michael began his career in the financial services industry in 1986 with AXA Equitable Life Insurance Company. He offers his expertise in retirement and estate planning to investment management services.

Michael served as the President of the Society of Financial Service Professionals in 2007, receiving a national award from that organization for excellence in ethical practice, lifelong education, and volunteerism within the field of financial services. Mike also holds a Masters of Science in Financial Planning.

Mike and Ann, married in 1988, have been blessed with nine children and 3 granddaughters (and one grandson on the way), including a son who served in the Navy for nine years as well as three daughters and two son-in-laws in the Air Force. Mike is very active in his church community playing guitar and serving as a Music Minister. He also enjoys playing ice hockey and skiing.

Bio

Mark Mertens, CRPC

Financial Planner

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Mark Mertens, CRPC

In 2007, after a brief period as Jefferson County's Presiding Commissioner, Mark started his financial career with A.G. Edwards and Sons. He joined Premier Wealth Management Group in 2011 and along with Michael Moloney and William Graham started Big Sky Advisors, LLC in 2013. He provides a broad range of financial services primarily dealing with retirement investments and life insurance.

Mark currently serves on the boards of non-for-profit organizations including COMTREA, Habitat for Humanity (Jefferson County), The St. Pius X High School Lancer Endowment Fund and the E. Walter Haussette Foundation.

Mark and his wife Marsha have been married 37 years. They have been blessed with three sons, Andrew, Patrick and Daniel and their first grandchild, Whitney.

Bio

William Graham, CLU

Financial Representative

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William Graham, CLU

Since 1957 Bill has been providing clients with financial consulting, Bill sets the bar high when it comes to lasting relationships with his clients. His awards began with receiving the General American Recruit of the year in 1957 based on production, followed by top producing agent awards 1964, 66, and 68, continuing on to receive additional awards based on production from Mutual Service Corporation in 2007 and 2008.

Bill received his Chartered Life Underwriter designation, and has been a Life and Qualifying member of the Million Dollar Round Table for over 50 years. Bill is one of only ten professionals from across the U.S. selected as an inaugural member of the 2003 General American Hall of Fame in recognition of his career of achievement and community service.

With his wonderful wife, Shirley by his side for over 57 years, Bill keeps up with his three daughters, Mindy, Sandra, and Susan, and their families.

Bio
Photo of team member

Anthony (Tony) Rich

Financial Planner

MBA
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Anthony (Tony) Rich

Tony joined the Big Sky Advisors team in February of 2014 and is a member of the Society of Financial Service Professionals. Tony and his wife Elise (Moloney) began dating in Kandahar, Afghanistan where they were deployed in support of the 101st Airborne Division. They married in 2012 and have two daughters, Debbie and Dottie.

Tony holds a Bachelor of Science in Business Administration from Webster University, a Master of Business Administration (MBA) from Washington University in St. Louis, and he and his wife Elise both serve in the Missouri Air National Guard. In addition, he is currently working towards pursuing professional designations. Tony enjoys family time, basketball, and anything active.

Bio

Diane Mallinson

Office Manager

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Diane Mallinson

Diane has worked in the insurance and investment field since 1979, she has earned Series 7 and Series 24 registrations*, along with Missouri state licenses in life, health, and variable products. Diane is an invaluable asset to the entire office with her knowledge and experience in financial planning. She embodies trust and integrity and is committed to our code of ethics.

Diane and her husband Tom have been married since 1987. Diane enjoys reading, cooking and spending quality time with her family. Diane's daughter Kaitlin works in pharmacogenomics and her son Andrew studies architecture at Southern Illinois University - Carbondale.

Bio

Stacey Kane

Administrative Assistant

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Stacey Kane

Stacey joined the Big Sky Advisors team in 2014. She has worked in the insurance and investment field for over 20 years and brings with her a fountain of knowledge and experience to our team. She will be working along-side Diane and together they have over 50 years of client experience in the industry.

Stacey and her husband Denver were married in 1998. They have one son, Hunter who was born in 2002 and two golden retrievers, Jake and Chase. Stacey is an avid reader who enjoys cooking and attending Hunter's baseball games and taekwondo tournaments. Hunters is a black belt in taekwondo, a pitcher and 1st baseman for his baseball team.

Bio

Ann Moloney

Client Services Associate

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Ann Moloney

Since 2003, Ann has been assisting with scheduling clients for portfolio and insurance reviews. Ann assists the team at Big Sky Advisors with various projects on a part-time basis. Ann continues to redefine the standard of high-quality personal service and is an invaluable asset to the Big Sky team.

Ann has been the host of the "Motivating Mom" show on Catholic Radio since 2009. She currently serves as the past President of the Serra Club of St. Louis and has also served on the Serra International Foundation Board.

Ann and Mike have been married since 1988 and have nine children and three grandchildren, with one more on the way. Mike and Ann are very active in their church as Lectors, Eucharistic Ministers and Music Ministers. Ann enjoys spending time with her children and grandchildren and is constantly training for her next triathlon.

Bio

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We’re looking forward to speaking with you.

Phone: 314 394 2626
Fax: 314 754 9374
Toll Free:

Email: info@bigskyadvisors.net

333 South Kirkwood Rd Suite 202, Kirkwood, Missouri 63122

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Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.

Member FINRA & SIPC to residents of AR, AZ, CA, FL, HI, GA, IA, IL, IN, KS, MI, MO, NE, OK, SC, SD and TX. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Big Sky Advisors, Inc. and Cambridge are not affiliated.

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