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Meet Our Team

Universal Financial Group was established in 1977. Today, we maintain a team of 30 independent advisor representativess who serve a broad base of clients in 45 states. We provide holistic wealth management services, offering you the full capabilities of our firm in a disciplined, team-based approach.

Larry  Lock

Larry Lock

Chartered Financial Consultant (ChFC) | Financial Consultant

(314) 721-5522

(314) 721-1393

Brian  Lock

Brian Lock

CERTIFIED FINANCIAL PLANNER™ (CFP®) | Financial Consultant

(314) 721-5522

(314) 721-1393

Patti  Hartmann

Patti Hartmann

Operations Manager

(314) 721-5522

(314) 721-1393

Renee  Pratt

Renee Pratt

Receptionist/Client Contact Manager

(314) 721-5522

(314) 721-1393

Sean Lock

Licensed Insurance Representative

(314) 721-5522

(314) 721-1393