12/30/2025
As we come to the close of 2025, we want to take a moment to simply say thank you.
Thank you for your trust.
Thank you for the privilege of serving you, your families, colleagues, and organizations.
And thank you for allowing us to walk alongside you in what truly matters most in your life.
This past year has been incredibly meaningful for our team. As we reflect back, here are a few of our favorite highlights from 2025:
• We welcomed John Pettis to our team as a Wealth Advisor—adding even more depth, care, and expertise to how we serve our clients.
• We celebrated Kim Massa Rubenstein being recognized once again as a Five Star Best Wealth Manager—for the fourth year in a row. While awards are never our goal, this recognition affirms what we value deeply: integrity and excellence.
• We celebrated Gary Baker being named a Titan 100 in St. Louis again, a national program honoring the top CEOs and C-level executives in the region. We also congratulated Gary on being a contributing author to Successful Entrepreneurs with GRIT: Growth • Resilience • Intention • Tenacity.
• We proudly hosted our annual Summer Student Summit, empowering high school and college students with financial literacy, school and career skills, and behind-the-scenes business tours.
• We congratulated Gary Baker on being selected to the Board of Directors of the Financial Services Institute, an advocacy organization dedicated to ensuring access to affordable, professional financial advice.
• We were honored to partner once again with the Rockwood School District Partners in Education Summer Internship Program, mentoring our largest intern class to date—five high school interns and four college interns.
• We celebrated Kim Massa Rubenstein incredible accomplishment of completing her first-ever marathon. After months of training and perseverance, Kim crossed the finish line in Boston and raised funds for children’s health charities.
• We walked together as an Undivided team in the Walk to End Alzheimer’s, supporting our clients, families, friends, and the ongoing pursuit of research and hope. 💜
• We celebrated our friend John O'Leary - Live Inspired as his film Soul On Fire Movie debuted nationally this October. The movie also featured a character inspired by our own Deanna McClintock of the Undivided Experience Center—John’s first employee, who managed his speaking career for 12 years.
Throughout the year, our mission has remained clear—to transform lives well beyond money.
Whether through our 3-part planning approach—investment, financial, and life planning—meaningful conversations, or events hosted at the Undivided Experience Center, we continue to believe that wealth is about more than numbers. It’s about purpose, relationships, and legacy.
As we look ahead to 2026, we are incredibly excited about what’s to come.
✨From all of us at Undivided, thank you for being part of our journey. We wish you and your families a very Happy New Year!
