Rob’s passion is working closely with clients to understand their financial and life objectives, and jointly structure and execute a plan to achieve the desired outcome. He believes a disciplined, comprehensive, well managed approach to wealth management drives success. Rob has nearly 30 years of business experience with Boeing and Mastercard. He fostered relationships with […]
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 […]
| ILLINOIS |
|---|
| Columbia Litchfield Marion O’Fallon Springfield |
| MISSOURI |
| Cape Girardeau St. Louis |
| WISCONSIN |
| Milwaukee |
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