Stephen Green has served clients for more than 20 years, working closely with them to develop comprehensive wealth strategies and coordinate all aspects of their financial plans. He works with clients across the United States, and serves a wide range of families and individuals. Stephen joined Krilogy in 2016 after eight years of owning and operating his own independent financial planning firm, OPTIMUM Wealth Management, where culture, care of clients and focus on client accomplishment merged seamlessly with Krilogy’s values and beliefs. Prior to OPTIMUM, he spent 12 years as a wealth management advisor with two well-known brokerage firms.
Steve is a Certified Private Wealth Advisor, CPWA® and a Certified Financial Planner (CFP®). He earned his MBA from Washington University in St. Louis and also holds a B.S. in Education from Texas A&M University.
He is actively involved in the community and serves on the Alumni Board of Governors of Washington University as well as the boards of Jewish Family and Children’s Services, Temple Emanuel and is on the Investment Committee of Provident, Inc.
Stephen and his wife, Mona, live in Creve Coeur, Missouri, and have two grown children. He enjoys traveling, running, playing golf and spending time with his grandson.