CAUBLE & HARRE WEALTH MANAGEMENT - Key Persons
Kendall M. Young, CFP® has over 25 years of experience providing independent and objective advice to clients regarding family wealth management. His focus is on creating and implementing personalized financial strategies that allow clients to accumulate tax-efficient wealth, create retirement income and protect their assets. Prior to joining Cauble & Harre Wealth Management, Kendall was a Director at Matter Family Office.
Kendall earned his Bachelor of Arts in Economics from Knox College and a Master of Business Administration from Washington University in St. Louis.
Kendall holds the Certified Financial Planner CFP® designation. He is the past President of the St. Louis chapter of the Financial Planning Association (FPA) and is currently serving as chair of this organization.
Kendall and his wife live in Des Peres, MO.
Job Titles:
- Principal
- Certified Financial Planner
- Member of the St. Louis Chapter of the Financial Planning Association
Liz H. Cauble is a Certified Financial Planner ® who enjoys helping individuals develop and implement their personalized wealth management plans.
Prior to returning to St. Louis and co-founding Cauble & Harre Wealth Management, Inc. Liz was a Vice President and Financial Planner at U.S. Trust Company developing financial plans for individuals and couples. Previously Liz researched investments and managed the operations of a San Francisco based Registered Investment Advisor. Liz has also provided consulting services to wealth management firms.
Liz is a member of the St. Louis Chapter of the Financial Planning Association (FPA) and the Estate Planning Council of St. Louis. Liz is also a NAPFA Registered Advisor. Liz served on the Board of the San Francisco chapter of the FPA and as Public Relations Chair for the Northern California Regional Financial Planning Conference for several years.
Liz earned her Bachelor of Science in Business Administration from the University of Kansas and a Masters in Business Administration from Southern Methodist University. She also earned a Certificate in Financial Planning, with distinction, from the University of California, Berkeley Extension.
Liz and her husband reside in Des Peres, MO.
Job Titles:
- Chartered Financial Analyst
- Principal
Peter B. Harre is a Chartered Financial Analyst who enjoys helping individuals develop and implement their personalized investment management plans.
Prior to co-founding Cauble & Harre Wealth Management, Inc. Peter was a Senior Vice President and Portfolio Manager with a major national bank and had responsibility for managing over $900 million in client assets. He has been in the industry for over 25 years.
Peter holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the St. Louis Society of Financial Analysts. Peter earned his Bachelor of Science in Business Administration from the University of Kansas and he received his Masters of Business Administration from Washington University in St. Louis.
Peter and his wife live in Town & Country, MO.