Staff
Our skilled staff members are here to serve you:
Chris Wilkinson
Personal Assistant to Bob Hardcastle
Chris joined Delta in 1987. She is the Office Administrator and Bob’s personal assistant. Chris met her husband Jay at Delta and they have been married over 20 years. They have two daughters. Chris enjoys reading, sports, and traveling.
Personal Assistant to Bob Hardcastle
Chris joined Delta in 1987. She is the Office Administrator and Bob’s personal assistant. Chris met her husband Jay at Delta and they have been married over 20 years. They have two daughters. Chris enjoys reading, sports, and traveling.
Mark Oberman
Financial Consultant
Mark has been in the investment field for over 30 years and joined our firm in 2000. Mark works with many of our new and existing clients in developing their financial plans. Mark has a certificate in Personal Financial Planning from The American College. His background includes Investment Management, Insurance and Financial Planning. Mark lives in Chesterfield with his wife, Jane, and their two children.
Financial Consultant
Mark has been in the investment field for over 30 years and joined our firm in 2000. Mark works with many of our new and existing clients in developing their financial plans. Mark has a certificate in Personal Financial Planning from The American College. His background includes Investment Management, Insurance and Financial Planning. Mark lives in Chesterfield with his wife, Jane, and their two children.
Jay Wilkinson
Vice President
Jay has been with Delta since 1982. He is in charge of keeping our client account database updated with all transactions and the production of our client reports. He also researches various investment opportunities and handles all the stock transactions. Jay met his wife, Chris, at Delta and they have been married over 20 years. Jay enjoys racquetball, reading, and traveling.
Vice President
Jay has been with Delta since 1982. He is in charge of keeping our client account database updated with all transactions and the production of our client reports. He also researches various investment opportunities and handles all the stock transactions. Jay met his wife, Chris, at Delta and they have been married over 20 years. Jay enjoys racquetball, reading, and traveling.
Jody Weis
Insurance and Annuity Representative
Jody joined Delta in 1989. She is in charge of the insurance and annuity department as well as overseeing the management fee program that is administered by VSR Advisory Services. Jody has two daughters, Jordan and Ally. She enjoys running, traveling, and playing with her children.
Insurance and Annuity Representative
Jody joined Delta in 1989. She is in charge of the insurance and annuity department as well as overseeing the management fee program that is administered by VSR Advisory Services. Jody has two daughters, Jordan and Ally. She enjoys running, traveling, and playing with her children.
Barb Allen
Administrative Assistant
Barb has been with Delta since 1998. She is in charge of all client correspondence and reviewing all authorized transactions to make sure they were completed to our client's wishes. She also types, edits and coordinates compliance approvals on all other correspondence, such as newletters, email comments, articles, and Bob Hardcastle's Money Minutes cable television program.
Administrative Assistant
Barb has been with Delta since 1998. She is in charge of all client correspondence and reviewing all authorized transactions to make sure they were completed to our client's wishes. She also types, edits and coordinates compliance approvals on all other correspondence, such as newletters, email comments, articles, and Bob Hardcastle's Money Minutes cable television program.
Jorie Hardy
Assistant to Mark Oberman
Jorie joined our Delta team in December of 2006. She has a combined experience in marketing, banking and sales since 1986. Jorie works closely with Mark Oberman as his administrator. Jorie and her husband have two children and reside in West County. She enjoys gardening, music, and walking her greyhound.
Assistant to Mark Oberman
Jorie joined our Delta team in December of 2006. She has a combined experience in marketing, banking and sales since 1986. Jorie works closely with Mark Oberman as his administrator. Jorie and her husband have two children and reside in West County. She enjoys gardening, music, and walking her greyhound.
Suzanne Tendler
Administrative Assistant
Suzanne joined our team in 2005. She is in charge of setting up new accounts and general client servicing. Suzanne is a St. Louis native and currently resides in Maryland Heights. She enjoys movies and listening to music.
Administrative Assistant
Suzanne joined our team in 2005. She is in charge of setting up new accounts and general client servicing. Suzanne is a St. Louis native and currently resides in Maryland Heights. She enjoys movies and listening to music.
Linda McCaffrey
Administrative Assistant
Linda joined our Delta team in September 2007. She recently moved to Missouri from Ohio. She has experience in banking and administrative assistance. Linda will be working in our processing department. She currently lives in O'Fallon, MO with her husband and two children. Linda enjoys crafts and spending time with her family.
Administrative Assistant
Linda joined our Delta team in September 2007. She recently moved to Missouri from Ohio. She has experience in banking and administrative assistance. Linda will be working in our processing department. She currently lives in O'Fallon, MO with her husband and two children. Linda enjoys crafts and spending time with her family.
Tiffany Graham
Marketing Director
Tiffany joined our Delta team in September 2009. Her background is in marketing and graphic design. She is in charge of our marketing department, which includes our many seminars, special client events, and the Money Talk radio and TV programs. Tiffany enjoys skating and reading.
Marketing Director
Tiffany joined our Delta team in September 2009. Her background is in marketing and graphic design. She is in charge of our marketing department, which includes our many seminars, special client events, and the Money Talk radio and TV programs. Tiffany enjoys skating and reading.
Marilyn Jones
Receptionist
Marilyn has been with Delta for over 10 years, but joined our staff as a permanent employee in 2004. She answers all incoming calls and welcomes our many clients who come to our office for reviews. She is also in charge of scanning every document into our electronic filing system, which is a monumental task when considering all the paperwork that is required in this industry. Marilyn is a mother of three and grandmother of four. Her hobbies include playing hand bells, music of all kinds and reading.
Receptionist
Marilyn has been with Delta for over 10 years, but joined our staff as a permanent employee in 2004. She answers all incoming calls and welcomes our many clients who come to our office for reviews. She is also in charge of scanning every document into our electronic filing system, which is a monumental task when considering all the paperwork that is required in this industry. Marilyn is a mother of three and grandmother of four. Her hobbies include playing hand bells, music of all kinds and reading.
Jan Hardcastle
Administrative Assistant
Jan is in charge of the bills, payroll, and income taxes. She also assists Jody in the Insurance and Annuity department. Jan has been with Delta since 1986.
Administrative Assistant
Jan is in charge of the bills, payroll, and income taxes. She also assists Jody in the Insurance and Annuity department. Jan has been with Delta since 1986.
Staff
