The Undivided Experience

Hello treasured client, valuable colleague, and supportive friend!


If you’ve arrived at this page, you know us. You’ve worked with us. We’ve shared experiences together. And, made meaningful memories.

During the last six years, we're hopeful you’ve come to know that Undivided is unique and something special.

When our team is asked to describe Undivided, we’re often tongue-tied. How we deliver our mission of transforming lives well beyond money is complex.

Dan, Kim, Gary and Kim in 2019.
Happy smiles as the Undivided building is almost finished.

We’re asking for your help!

Your experience with us is invaluable, and we would be honored if you would be willing to share how Undivided has served you.

We’re working on a video project to highlight the real-life experiences of our clients and colleagues, the impact and outcomes you’ve gained, and how our team has supported your personal, professional and financial journey.

Share your testimonials and stories.

We’d love to hear from you! Please complete the very short survey below. (It’s only 6 questions long!)

We’re grateful for your continued support and friendship of Undivided. And, we can’t wait to share this incredible video project with you when it’s finished!

  • Walk to End Alzheimer's

  • Spirit of St. Louis Air Show

  • Undivided Experience Center

  • People Centric Project

  • Alzheimer's Education

  • Student Summit