Justin is a Wealth Advisor in the Springfield office. As a Certified Financial Planner Professional™ he helps guide clients through important decisions relating to retirement, estate, and insurance planning along with investment allocation and overall portfolio design. He serves on the firm’s Investment Policy Committee, reviewing and analyzing current investment options, portfolio design, and ensuring […]
Steve is the lead tax partner in KEB’s Greater St. Louis Region and a senior wealth advisor on the KEB Wealth Advisors team. He joined the team at Pritchard Osborne, LLC in 1990 which later merged with KEB on January 1, 2013. Steve has more than three decades of experience providing tax and financial advice […]
Marc has more than 37 years of experience in the accounting, tax and financial services business, including over 18 years advising high net worth individuals and pension plans. Marc earned his degrees in Accountancy and Finance at the University of Illinois – UC. He is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS). Marc […]