Steve holds more than 20 years of experience in financial services, and has continued to grow his practice through the attention and care he provides his clients. He is well known for doing the hard work needed to establish a sophisticated wealth management plan and manage clients’ portfolios in order to help keep them on the path to accomplishing their goals.
After eight years of owning and operating his own independent financial planning firm, Steve joined Krilogy in 2016 to further his client service and maximize the resources available to clients.
“I’m honored to be recognized by readers of St. Louis Small Business Monthly,” said Steve. “Since 1996, I’ve focused my career on serving my clients, who know I’ll go out of my way to help them regardless of the situation. From estate plans and divorce to general wealth management and anything else they need, whether it relates to finances or not, they feel confident that I will be there to roll up my sleeves and do whatever I can for them.”
In addition to his commitment to clients, Steve is very active in the community. He currently serves as President of the Board of Directors for Jewish Family & Children’s Services and actively volunteers his time for the organization’s Harvey Kornblum Food Pantry. He also serves his alma mater, Washington University, where he has held the positions of Chair of the Alumni Board of Governors and Chair of the Business School Alumni Association.
“Steve has been an outstanding member of the Krilogy team since joining us in 2016,” said Kent Skornia, President and CEO of Krilogy. “He has an inherent passion to work hard for clients and for his teammates, and embodies our values of Dedication, Abundance and Leadership. He has exceled in this environment, and I look forward to continue to watch the many great ways he will continue to serve others and grow.”
The 2019 list of the Best Wealth Managers is available in the February, 2019 issue of St. Louis Small Business Monthly.
St. Louis Business Monthly does not maintain or set forth formal criteria for selection beyond reader selection, nor does it appear to limit in any way those wealth managers that can be nominated. The firm and the advisor did not nominate or provide any compensation for consideration or nomination of the advisor.
Krilogy Financial® is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.