Stephen E. Green, CFP®, CSA®, is Managing Principal. He is a Certified Financial Planner and a Certified Senior Advisor who earned an MBA from Washington University in St. Louis and a B.S. in Education from Texas A&M University. He spent 12 years as a wealth management advisor with two well-known brokerage firms. Upon recognizing the client benefits of delivering financial services through a completely unbiased and objective independent platform, Steve established OPTIMUM Wealth Management in 2008. As Chief Investment Officer, Steve is constantly searching for mutual fund managers with solid research teams and proven track records. The funds along with other investment vehicles are then arranged in an optimal portfolio given the economic outlook and client goals.
Steve and his wife, Mona, live in Creve Coeur, Missouri and have two grown children. He enjoys running and cycling. He has been an active board member for various local not-for-profit and educational institutions.Follow @SGreenOPTIMUMwm