Steve is an accomplished executive with over 30 years of experience. He spent over 25 years in the information technology industry, specifically IBM Corporation and MSI Systems Integrators, focusing his energies on growing strategic relationships in the corporate marketplace. Steve quickly discovered a passion and success for building trusted relationships and leveraging the value of teamwork in solving his clients’ complex challenges.
Seven years ago, Steve began applying his passion for relationships by guiding affluent individuals and families in achieving their financial goals. Steve earned his CERTIFIED FINANCIAL PLANNER™ designation in 2015 and today serves as a fiduciary for his clients. You can count on Steve and his Krilogy team to be in the client’s corner, serving as the financial quarterback, guiding clients through the complexities of tax planning, investments, risk management, education funding, retirement planning and estate planning.
For the past six years, Steve has served on the Friends Board of St. Luke’s Hospital, where he was past President of the Friends of St. Luke’s and ex-officio officer of the Board of Trustees. Steve has a bachelor’s degree (BSBA) in Finance from Creighton University. Steve is married with four grown children and resides in Kirkwood, Missouri. In his spare time, Steve enjoys time with family and friends, golfing, and the multi-sport of swimming, biking and running.
Steven J. Grigone is a CFP® practitioner, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.