Gerald Steffes, CPA, CFP®, AIF®
Gerald Steffes is a Certified Public Accountant, Personal Financial Specialist, and Certified Financial Planner™ practitioner. He received a Bachelors Degree in accounting from Kansas State University in 1984 and is a member of the American Institute of CPAs and Kansas Society of CPAs.
Gerald has served on the Board of Directors of the Kansas Society of CPAs and is Chair of the Kansas Society of CPAs Personal Financial Planning task force. He is Past President of the Kansas Society of CPAs Metro Chapter, and is a past Adjunct Faculty Member of the College for Financial Planning in Denver, Colorado. He has lectured on tax and financial planning topics for the Kansas Society of CPAs, Missouri Society of CPAs, Johnson County Community College, and the University of Missouri, Kansas City, School of Law.
Chris Stakley, CFP®, MBA, AIF®
Chris Stakley is a Certified Financial Planner™ practitioner and an Accredited Investment Fiduciary. He received a Bachelor’s Degree in Sport’s Management from Benedictine College in 2007 and his M.B.A. with an emphasis in Finance from Benedictine College in 2008.
Before joining Steffes Financial, Ltd in August of 2014, Chris spent the previous 5 years working for First National Bank of Omaha. He was responsible for managing the investment accounts for the six branches in the Kansas market. Before that he spent 2 years working for New England Financial and its parent company MetLife.
Stacy Luna, CFS
Client Service Associate
Stacy graduated from Saint Mary College in Leavenworth, KS in 1995 where she received her Bachelor of Science degree. She earned her professional designation CFS (Certified Fund Specialist) in 2004 through The Institutes of Business and Finance. She has been an employee of Steffes Financial, Ltd. for 13 years. She is responsible for entering and confirming all daily trades, processing all new accounts and transfers, payroll, downloading and maintaining the financial client database,all changes needed for clients accounts (beneficiary, monthly automatic deposits/withdrawals, etc). She also handles client inquiries and sets client appointments.
Stacy grew up in Kansas City, Kansas and is now living in Edwardsville, KS where her family has 32 acres of land. Stacy and her husband, Joe, were married in 1995 and have two children, Haley and Haden. She enjoys spending time with her family and coaching her children in sports such as basketball and softball. She also enjoys reading in her spare time and riding the three horses they have on their family farm.
Client Service Associate
As our Client Service Associate, Jill strives to provide outstanding client service. She is responsible for greeting our clients and assisting with client inquiries. She processes client account applications and transfers, investment review reports, and maintains the client database. She also enjoys putting together our quarterly newsletter.
Jill is from the Kansas City area and began her career in sales and sales support. She has 20+ years of support experience and enjoys working with the public. She and her husband have been married for 12 years and have 3 children. She enjoys spending time with her family and friends, attending her childrens sports events and cooking and baking.
Grant received his undergraduate degree from Texas Christian University (TCU) in Fort Worth, TX in 2015. He received a dual major in finance and accounting. He also completed his graduate degree at TCU as part of the mastery of accountancy program in 2016. He accepted a position at Ernst and Young, LLP in Dallas, TX within their financial services assurance practice in the fall of 2016. He worked primarily on clients in the mortgage banking sector of the market. He transitioned to Kansas City in the fall of 2020 to begin working as part of the Steffes Financial, Ltd team.