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 […]
Susan is the Director of Wealth Management in our St. Louis office and joined the firm in 2011 bringing years of experience in multi- dimensional planning to the St. Louis office. Her background in financial planning, estate planning and counseling equip her a to deeply understand client’s finances as well as the relationships that influence […]
Gina brings 20 years of investment planning and public accounting experience to KEB Wealth Advisors. Gina is a wealth advisor who aligns investments with clients’ overall goals and objectives. As a CPA with extensive experience in personal and business tax planning, Gina provides clients with personalized, tax-sensitive planning. Gina is also focused on managing the […]
| ILLINOIS |
|---|
| Columbia Litchfield Marion O’Fallon Springfield |
| MISSOURI |
| Cape Girardeau St. Louis |
| WISCONSIN |
| Milwaukee |
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