Our Advisors

Peter R. DeLuca, CFP®

FINANCIAL ADVISOR

Peter R. DeLuca is a Certified Financial Planning (CFP) practitioner through the Certified Financial Board of Standards.

Pete provides education, analysis and recommendations to assist clients to help avoid pitfalls & mistakes.

This is done by:

• Constructing a Balanced Investment Portfolio
• Developing a Comprehensive Insurance Plan
• Possibly Reducing Taxes
• Reviewing Retirement Plans
• Providing Estate Reviews
• Initiating Strategies for College Funding

Pete has served the financial services industry since 1987. Pete has helped his clients build and preserve their assets while addressing the individual financial challenges of the current environment.

Pete and wife Tana have raised two children and are residents of Wildwood, Missouri.

Credentials / License

• Certified Financial Planner™ professional
• General Securities Principal - Series 7/24/63
• Investment Advisory Representative - Series 65
• Insurance - Life, Health, LTC & Disability

Contact Information

16020 Swingley Ridge Road, Suite 100
Chesterfield, MO 63017
PDeLuca@FinancialLegacy.com
636-777-7092 Office-Direct
636-777-7090 Fax

Compensation

Fee (hourly and asset-based) and/or Commission

Gail Fernandez

Financial Advisor

Gail specializes in building comprehensive financial plans for clients. As a recent widow, she has a unique appreciation of the goals and dreams of her clients and the importance of tailoring a financial plan to each individual and family. Her primary focus is helping clients invest assets for long-term growth and evaluating the risks that can undermine an independent financial future. Areas of focus include investment planning for retirement and education, as well as other major events throughout life like weddings and vacations; life, health, disability and long-term care insurance; and fee-based advisory service.

Gail builds lasting relationships with clients and builds plans that are tailored to each client. In order to achieve the client’s goals, she believes that budgeting is a vital tool in planning for the future. Gail works with clients in all phases of life.

Gail holds several licenses including General Securities Principal, Investment Advisory Representative and Life, Health & Long-term Care Insurance. Due to relocations of both Gail and her clients, she is registered to do transact business in many states in addition to Missouri.

Prior to becoming a financial advisor in 2005, she received a BS in General Studies from the University of Louisiana at Lafayette, a BS in Dietetics and a MBA from Fontbonne University. She worked in healthcare throughout the St. Louis area for 13 years in both clinical and management positions. Her life experiences provide realistic insights into her practice.

Gail is an avid cyclist, enjoys the outdoors and enjoys traveling. She is currently a member of the Rotary Club of Webster Groves and has been a Rotarian since 2005, starting in Colorado. 

Credentials / License

• General Securities Principal - Series 7/24
• Investment Advisory Representative – Series 63/66
• Insurance - Life, Health, LTC & Disability

Contact Information

16020 Swingley Ridge Road, Suite 100
Chesterfield, MO 63017
gailf@financiallegacy.com
636-777-7089 Direct
636-777-7090 Fax

Compensation

Fee (hourly and asset-based) and/or Commission

Daniel Shelley

FINANCIAL ADVISOR

"My goal is to listen to each individual investor's needs and objectives very clearly to achieve their financial goals. My clients place a significant amount of trust in my hands and I work hard to meet their expectations."

Daniel Shelley has been providing personalized investment and retirement planning advice for individual investors and business owners since 1998. He specializes in financial planning and designing professionally managed portfolios.

Daniel enjoys teaching and helping others understand their financial world by explaining it in terms they can understand.  By working together, he can help take away the stress associated with investing and finances by implementing a plan that is measurable, easy to follow, and laid out in in a logical order.  By taking these worries away, you can focus on the things in your life that are truly important.

Daniel wants to know "what's most important to you" and then help you align your financial resources with your personal values and goals.  Dan knows he's succeeded when his clients tell him he has truly helped them improve the qualify of their lives.

Daniel was born and raised in St. Louis, Missouri and graduated from Maryville University School of Business with a Bachelor's degree in Business Management.

Credentials / License

• General Securities Representative - Series 7/63
• Investment Advisory Representative - Series 65
• Insurance - Life, Health, LTC & Disability

Contact Information

16020 Swingley Ridge Road, Suite 100
Chesterfield, MO 63017
DShelley@FinancialLegacy.com
636-777-7085 Office-Direct
636-777-7090 Fax

Compensation

Fee (hourly and asset-based) and/or Commission

C. Michael Unterreiner, ChFC

Principal

The philosophy of Financial Legacy Associates is a commitment to providing personal high performance service to each client, which goes beyond responding to client's requests. We take the initiative to recommend meaningful solutions to each client.

C. Michael Unterreiner, a Chartered Financial Consultant, is a second generation financial consultant who has been involved in financial services since 1981. Mike founded Financial Legacy Associates to create an environment where financial professionals could serve their clients better by sharing their experiences and ideas

Before working directly with clients, Mike was a marketing director for three different financial services organizations: an insurance brokerage agency, a national financial planning firm, and a major money management firm. Since 1992, he has served his clients by recommending investment and insurance solutions to their financial planning, retirement planning, and college funding challenges.

Separately, Mike is a Managing Executive of Royal Alliance Associates, Inc., member of FINRA and SIPC. His association with Royal Alliance allows Mike to provide access to a wide range of investments, insurance and other financial products and services to his clients. He has served on Royal's National Advisory Board, a group of Managing Executives providing a communication link between Royal's senior management and affiliated financial advisors.

After graduating from Chaminade College Prep, Mike earned a bachelor’s degree in business administration, with a concentration in architecture, from the University of Kansas. He earned his ChFC designation in 1992. This program gives financial service professionals the broad knowledge and skills necessary to provide comprehensive investment planning services to clients.

Mike has been a featured seminar speaker and author of articles on the subject of proactive investment planning. In his leisure time, he enjoys playing hockey. He is active in the community as a Scout leader in Webster Groves.

Credentials / License

• Chartered Financial Consultant
• General Securities Principal - Series 7/24/63
• Investment Advisory Representative - Series 65
• Insurance - Life, Health, LTC & Disability

Contact Information

16020 Swingley Ridge Road, Suite 100
Chesterfield, MO 63017
MikeU@FinancialLegacy.com
636-777-7099 Office-Direct
636-777-7090 Fax

Compensation

Fee (hourly and asset-based) and/or Commission