John E. Fischer, AIF®
Wealth Manager
John E. Fischer is a founding partner of Triad Financial Group, LLC, with over three decades of experience in the financial services industry. He specializes in serving prominent St. Louis area businesses. Furthermore, John is dedicated to guiding individuals through their retirement journey, both in the planning stages and throughout their retirement years. As an Accredited Investment Fiduciary® (AIF®), he possesses extensive expertise in the 401(k) plan marketplace, acting as a dedicated advisor for numerous corporate retirement plans. His role ensures these plans are well-managed and compliant with the latest regulatory requirements.
John earned his bachelor's degree from the University of Missouri–St. Louis. His dedication to the field is matched by his commitment to community service. For 23 years, John organized an annual charity golf event to support the Division of Rheumatology at Saint Louis University, specifically advancing research and treatment for Lupus and Juvenile Arthritis.
Currently, John supports several charitable organizations, including Saint Patrick's Center and the Saint Louis Chapter of The ALS Foundation. His dedication to these causes reflects his commitment to giving back to the community.
In addition to his philanthropic efforts, John is an Investment Adviser Representative of Commonwealth Financial Network®. His blend of professional expertise and community involvement highlights his comprehensive approach to serving both his clients and his community.
Beyond his professional and charitable endeavors, John enjoys a fulfilling personal life. He is married to Penny, and they have a daughter named Siobhan. Although Siobhan doesn't live with them, she regularly stops by to take paper products and food from their house.
Michael P. Passow, MBA, AIF®
Wealth Manager
Michael P. Passow has worked in the financial services industry since 2006. He earned his MBA from St. Louis University and worked in the corporate sector for 12 years. Michael assists individuals in planning for retirement and works with prominent business decision-makers to implement profit-sharing and benefit plans.
Through continuing education, Michael aids individuals and businesses in preparing for retirement years. Michael is an Investment Adviser Representative with Commonwealth Financial Network®.
Rich C. Fitzer, CPM®, AIF®
Wealth Manager
Rich brings decades of experience as a financial advisor, dedicated to understanding his clients' unique needs and simplifying complex financial matters for everyone to understand. He prides himself on treating each client as an individual rather than an account number.
Rich is an Accredited Investment Fiduciary (AIF®) and a Certified Portfolio Manager (CPM®), a designation earned through a collaboration between the Academy of Certified Portfolio Managers and Columbia University. This certification provides him with a deep understanding of fundamental security analysis, asset allocation, and portfolio management concepts essential for managing discretionary accounts in the financial services industry. Coupled with his passion for helping his clients, Rich understands your unique financial situation.
A graduate of Texas Christian University with a degree in economics, Rich has also contributed as a guest speaker for the advanced investments course at Principia College.
Active in his community, Rich volunteers regularly with The Little Bit Foundation and St. Patrick Center. He also supports CedarS CampS and UCP Heartland. Rich is honored to be the approved provider of financial services for the St. Louis Metropolitan Medical Society. Giving back to the community is a cornerstone of Rich’s dedication, enhancing the lives of not only his clients but also those in the broader community.
Rich and his wife, Julie, have three children: Max, Quinn, and Beckett. They are elementary-aged, and Rich enjoys coaching their various sports teams. He values the balance between his professional and family life, believing that a strong family foundation contributes to his success as a wealth manager.
Rich has been named to the Forbes Best-in-State Wealth Advisors list multiple times, most recently in 2024. This recognition, developed by SHOOK Research, is based on qualitative and quantitative criteria, including client retention, industry experience, and assets under management. This award is not indicative of future performance. For more information on the methodology, visit Forbes.
2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t
Jason Roehr, CFP®, CFS®
Wealth Manager
Jason Roehr began his financial services career in 2014 after more than eight years in a corporate setting. In 2011, he earned an MBA from the University of Kansas, where he concentrated in finance and strategic management. He earned a BS in chemical engineering from the University of Missouri–Columbia in 2005.
Jason works closely with his in-laws, Rich C. Fitzer and Richard A. Fitzer. His focus includes investment and financial planning research, account management, and assisting clients with various financial and account questions. He also oversees the general operations of the team. Jason is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Fund Specialist® (CFS®), and an Investment Adviser Representative with Commonwealth Financial Network®.
Dana Byquist
Wealth Manager
Dana Byquist developed an interest in finance at an early age. In middle school, his favorite class was a stock market course, where his curiosity about investing and natural affinity for numbers first began to grow. At the time, he simply enjoyed learning about markets and money; over the years, he came to appreciate how powerful financial literacy can be in helping people build stability, opportunity, and peace of mind.
Dana graduated from Principia College with a degree in history and spent five years in Boston working in historical research. He later returned to Principia to work in the Student Life Department, where he supported students as they navigated the academic and personal challenges of college life. In that role, he helped students clarify their goals and build plans to achieve them—an experience that would ultimately shape his approach to working with financial clients.
After more than a decade of personally investing, Dana transitioned into the financial services industry, combining his passion for helping people with his long-standing interest in investing and financial planning. He believes that strong financial advice begins with listening. Every client has unique goals, values, and concerns, and Dana enjoys building long-term relationships while helping clients create clear, organized plans for their financial future. While saving is an important foundation, he believes thoughtful investing and disciplined planning are key steps toward long-term financial success.
Dana is a registered financial advisor and has passed the FINRA Series 7 and Series 66 exams. He also holds a life license, allowing him to provide a broader perspective on financial planning.
Outside of work, Dana enjoys an active lifestyle. He loves playing and watching sports—especially soccer—and is an avid Manchester United fan. He has traveled to more than 20 countries and loves exploring new cultures, foods, and historic locations. Most of his downtime is spent with his cat Maxamillian, who expects attention regularly.
Dana looks forward to helping individuals, families, and institutions gain clarity, confidence, and direction in their financial lives.
Michelle Perry, CFP®
CERTIFIED FINANCIAL PLANNER® Professional
Working in the financial services industry since 2012, Michelle Perry has devoted her career to helping clients to live their best life with meaningful purpose and financial stability. Michelle works alongside clients to get organized, build portfolios to meet specific goals, and prepare to transfer wealth to future generations.
In December 2020, Michelle unexpectedly lost her father to Covid-19. A week later, a good friend (50 years old) perished in a car accident. Both left a spouse behind. While each had a financial "what if" plan in place, Michelle watched their families struggle with the business side of death while mourning, grieving, and needing a helping hand during the weeks and months that followed. This experience ignited a passion for her to be the advocate for those who have lost their partner due to death, divorce, or dementia.
Using a refined process, Michelle will partner with you to build a strategy to help you work toward your goals and stay on track. No matter where you are on your journey, she is here to make you feel understood, informed, and in control of your finances.
Michelle received her master's degree from Southern Illinois University - Edwardsville and is an Investment Adviser Representative of Commonwealth Financial Network®.
Bradley Graham, CFP®
CERTIFIED FINANCIAL PLANNER® Practitioner
Bradley Graham entered the financial services industry in 2005. Prior to that, Bradley accumulated 27 years of corporate work experience ranging from Architectural Design to Finance Operations. This unique blend of corporate and small business experience has resulted in a professional drive towards his client’s long-term success. Bradley continued to expand his practice with clients preparing-for or moving-through retirement.
Regarding compensation, Bradley relies upon fully-disclosed, fee-based arrangements for comprehensive planning and investment management services. Commission-based activity is a very small portion of his practice typically limited to insurance products such as LTC and Life policies. Introductory discovery meetings are available on a no-charge, no-obligation basis.
Bradley resides in St. Louis, MO with his wife Beth and their dog Finnegan, and they have three grown children. Bradley has an undergraduate degree in architecture, and a master of business administration. To balance his work life, Bradley is a cycling enthusiast accumulating several thousand miles across the greater St. Louis metropolitan area each year.
Credentials/License
CERTIFIED FINANCIAL PLANNER® Practitioner
General Securities Representative/Principal - Series 7 and 24
Investment Advisory Representative - Series 66
Insurance - Life, Health, LTC, and Disability.
Eric Otto, AIF®
Wealth Manager
Eric helps clients keep their expectations in check and works with associated professionals to develop sensible strategies for correlating the accumulation, retirement, and estate planning phases of the investment cycle. He helps clients structure their portfolios and then manages them based on reasonable goals, with an emphasis on tax and risk management, using either a discretionary or collaborative approach.
Before joining Triad Financial Group in 2024, Eric was a founding member of Otto & Associates as well as Otto & Dunne Financial Group. Previously, he was a financial advisor for UBS Financial Services and its predecessors. Prior to working in wealth management, Eric was a corporate account executive for AT&T, helping to manage telecommunication needs for businesses.
Eric earned a BS in economics from Colorado State University. He holds the FINRA Series 7 and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, as well as an Illinois life and health insurance license. Eric, his wife, Laura, and their daughters live in Northfield, Illinois.
2013-2015, 2019-2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award was presented in Oct 2025 based on data gathered within 12 months preceding the issue date. 6,399 advisors were considered, 362 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
Connor Mullen, AIF®
Wealth Manager
Connor Mullen entered the financial industry by joining the Triad team in 2025. Connor has earned the AIF® designation, acquiring the title of Accredited Investment Fiduciary® . Connor is also currently enrolled in CFP® coursework with the goal of becoming a CERTIFIED FINANCIAL PLANNER® Professional by 2027.
Connor attended Rockhurst University where he played soccer and studied civil engineering before finishing up his schooling back home in St. Louis, earning a Bachelor of Science in Civil Engineering from the University of Missouri – St. Louis/Washington University Joint Engineering Program.
Connor is the proud husband to his wife, Siobhan, and father to his daughter, Birdie, who they welcomed in February of 2026.
Donna McColgan
Executive Client Manager
Donna McColgan works directly with Rich and Richard Fitzer in helping to handle all client needs. Donna joined the organization in 2007 and since then has become vitally important, keeping everything running smoothly. Donna handles all paperwork, schedules review meetings, and assists with all client matters. She works in an efficient and effective manner while keeping the Fitzer team on track. In fact, many of the Fitzers' clients would say that Donna runs the entire operation.
Dylan Vergilesov, CRPS®
Wealth Management Analyst
Dylan Vergilesov, CRPS®, is a Wealth Management Analyst and registered staff member supporting Rich Fitzer. With over a decade of experience in the financial industry, Dylan assists in delivering a high level of service and operational support across a wide range of client needs, including retirement plans, account servicing, and client experience initiatives.
Dylan specializes in retirement plan support and earned the Chartered Retirement Plans SpecialistSM (CRPS®) designation through the College for Financial Planning. This designation reflects advanced knowledge in retirement plan design, administration, and fiduciary responsibilities.
Known for his detail-oriented approach and commitment to client service, Dylan plays an important role in supporting the day-to-day operations and ongoing service experience for Rich Fitzer’s clients.
Grace van Eijk
Executive Admin for Eric Otto
Grace van Eijk joined Triad Financial Group in December of 2024. She works directly with Eric Otto to assist with all his client’s needs. Grace handles paperwork, client inquiries, and keeps Eric’s practice running smoothly.
The majority of Grace’s career background has been in the financial industry, previously working at another Commonwealth Financial Network advisor’s office from 2014-2022. She took a brief break from the financial world but ultimately found her way back!
In her free time, Grace enjoys practicing yoga, hosting games night, and trying new restaurants in Chicago where her and her fiancé, Alex, reside.
