Our Firm
360 Investment & Retirement Advisory's mission is to be our clients’ last financial advisor and their grandchildren’s first. Our firm believes it is important to guide our clients through retirement and beyond. To achieve this, we offer complete investment strategies and retirement planning, including Social Security strategies, Medicare & health care assistance, and estate planning.
Meet our Chief Financial Advisor | Jeremy North
Jeremy North is the Chief Financial Advisor at 360 Investment & Retirement Advisory. He has extensive experience in the investment, insurance and retirement planning industry and holds two Engineering degrees and a Master’s degree from the University of Missouri. He is a fiduciary-based Series 65 Investment Advisor Representative, licensed Health and Life Insurance professional, ChFEBC(sm) (Chartered Federal Benefits Employee Consultant) practitioner, and a member of the Society of Financial Awareness (SOFA).
Jeremy’s advanced views on retirement, investments and tax planning have been published in Fortune, heard on numerous radio stations, and detailed in his published book, "Engineering a Solid Retirement".
When Jeremy is not working, he’s spending time with his wife, trying to keep up with their two kids’ school and sports schedules, or loves watching a St. Louis Cardinals game!
MEET OUR SENIOR FINANCIAL ADVISOR | WILLIAM KUMPE
William Kumpe is a Senior Financial Advisor at 360 Investment and Retirement Advisory. He has extensive experience in Social Security Administration rules and regulations and federal retirement issues. He holds a Bachelor of Science degree in Business Administration from Tennessee Technological University and a Juris Doctorate from the University of Memphis.
William also holds a Series 65 securities license, which designates him as an Investment Advisor Representative, he is a licensed health and life insurance agent, and a Chartered Federal Employee Benefits Consultant ℠ professional. Also, he is a licensed attorney in Tennessee and Missouri. Finally, he is a Colonel Retired, United States Army Reserve, and a former Administrative Law Judge with the Social Security Administration.
William lives in St. Louis, Missouri. He loves spending time with his wife and their four children and seven grandchildren. He also enjoys Cardinals baseball and supporting charities focused on issues affecting veterans.
MEET OUR FINANCIAL & RETIREMENT ADVISOR |
HOLDEN CLENDANIEL
Mr. Clendaniel is a fiduciary-based Financial and Retirement Advisor with 360 Investment & Retirement Advisory. Holden has his Series 3, 7, 63, and 65 securities licenses, multiple state Health and Life Insurance licenses, and is a Chartered Federal Employee Benefit Consultant(sm).
Prior to becoming an Investment Advisor, Holden worked in the retail trading industry as an advanced trading and derivatives specialist with TD Ameritrade and Charles Schwab. This experience gave him an opportunity to gain an in-depth understanding of market dynamics, portfolio analysis and intermarket relationships between different asset classes and investment vehicles. However, Holden ultimately wanted to use his vast market knowledge to personally help individuals create a clear and defined financial path for their future. Growing up in a family with a military background, Holden has always been driven to work with and help federal employees retire well.
Outside of work, Holden enjoys spending time with his wife, Michaela, and their dog. Holden and Michaela strive to stay involved in their community together. They love to serve, travel and spend time on the family farm.
MEET OUR FINANCIAL & RETIREMENT ADVISOR |
JIM FENSTERMACHER
Mr. Fenstermacher is a fiduciary-based Financial and Retirement Advisor with 360 Investment & Retirement Advisory, proudly serving the greater Philadelphia area. Jim has his Series 6, 63, and 65 securities licenses, the PA Health and Life Insurance license, and is a Chartered Federal Employee Benefit Consultant(sm). Jim's primary focus is on helping federal employees better understand and maximize their retirement benefits, in order to create the individualized retirement plan they deserve.
Jim previously worked as a Financial Advisor with Bankers Life Advisory Services, Bankers Life Securities, and CNO Financial prior to joining 360 IRA. Prior to that, he was an Independent Consultant, and also a National Account Manager, where he worked primarily with military bases across the USA. This experience, along with the strong relationships he made, led Jim to focus his financial planning practice on directly helping military and federal families prepare and plan for retirement.
Jim and his wife Mary Kate are lifelong residents of Pennsylvania. They have been married since 2006 and have four wonderful children. Mary Kate has worked in Special Education for over 20 years. The Fenstermacher’s are heavily involved with club and recreational youth sports, are active parishioners of St Eleanor’s Catholic Church in Collegeville, PA and love the outdoors.
MEET OUR CLIENT SERVICES MANAGER | CHRISTINE KIMACK
Christine Kimack is the Client Services Manager at 360 Investment & Retirement Advisory. Christine has extensive experience in all aspects of business. She holds a Bachelor’s of Science degree in Business Administration from Southeast Missouri State University as well as a Master’s in Business Management from Maryville University, St. Louis. Christine is a member of the Emerging Leaders Association. She is also trained and/or certified in a variety of business facets including: Servant Leadership, Event Marketing, Customer Service & Human Resources.
Christine resides in O’Fallon, MO. She loves spending time with her husband Greg and their children Julia, Olivia and Cole. She also enjoys watching her children play in competitive sport leagues for soccer, basketball and baseball. When not at a sporting event, Christine enjoys traveling to the beach and a great book!
