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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.

Big Sky Advisors has earned the prestigious

2018 Secretary of Defense

Employer Support Freedom Award

The highest recognition the U.S. Government gives to employers for their outstanding support of National Guard or Reserve employees.

Click on the link above for more information about the Freedom Award

Why Us?

We have been dedicated to professionally supporting, educating, and providing informed direction to our clients over 100 years of combined experience.

 

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.

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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.

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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 two non-for-profit organizations, COMTREA and the E. Walter Haussette Foundation.

Mark and his wife Marsha have been married 42+ years. They have been blessed with three sons, a beautiful daughter-in-law, Andrew (Natalie), Patrick and Daniel and their first grandchild, Whitney.

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Diane Mallinson

Registered Administrative Assistant

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Diane Mallinson

Diane has worked in the insurance and investment field since 1979 and has earned both her Series 7 and Series 66 registrations*. 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, has a Master’s Degree in Biology and works as a Quality Control Manager at a major pharmaceutical company. Her son, Andrew, has a Master’s Degree in Architecture and works at an architecture firm.

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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 25 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 a very spoiled golden retriever named Chase. Stacey is an avid reader who enjoys cooking and spending quality time with her family. Denver does contract sales for Home Depot and Hunter studies at St. Charles Community College. He’s looking forward to transferring to Lindenwood College in the Fall of 2022.

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Stephanie Longanecker

Financial Planner

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Stephanie Longanecker

Stephanie joined us in April 2018. She has a diverse professional background including experience in relationship management, finance, real estate, and insurance. She received her Bachelor of Science from Missouri State University in 2012 with a double major in Finance, and Risk Management & Insurance.

Stephanie and her husband Joel have been married since 2012. They enjoy hiking and playing with their 3 dogs, Hank, Marley and Jack. They also love spending time with their littles with Big Brothers, Big Sisters.

 

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Anthony "Tony" Rich

Financial Planner
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Anthony "Tony" Rich

Phone: 314-394-2626

Fax: 314-754-9374

Email: tony@bigskyadvisors.net

Tony originally joined the Big Sky Advisors team in January of 2014 and spent 4.5 years contributing to or leading numerous efforts along with establishing and building relationships with many of our clients. Additionally, in 2018 Tony nominated Big Sky Advisors for the Secretary of Defense Employer Support Freedom Award. The Freedom Award is the highest recognition given by the U.S. Government to employers for their support of their Military employees. Big Sky was chosen from over 2,000 companies!

After he received his MBA at Washington University, Tony was given the opportunity to join Edward Jones in the Accelerated Leadership Program. During his 3 years at Edward Jones, he worked in four different divisions and spent his last 18 months there leading a department. His department was comprised of 40 associates across multiple teams focused on optimizing advisor growth in the United States and Canada. In January of 2021, Tony was called up with the Missouri Air National Guard and led a 40-person Task Force charged with getting the COVID vaccine into inner city St. Louis and Kansas City.

Tony is married to Mike’s eldest daughter, Elise, and has 5 kids (including a foster son). Tony and Elise both continue to serve in the Missouri Air National Guard and enjoy spending time outdoors with their family.

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Contact Us

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 AZ, CA, CO, FL, IA, IL, KS, MI, MO, NC, NM, NY, PA, SD, TX, and VA. 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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