Gerald Steffes, CPA/PFS, 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.

Jill Miller
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.

 

Amy White, CFP®
 

Amy White is a Certified Financial Planner™ practitioner. Amy received a Bachelors Degree in Accounting from Chadron State College in Nebraska in 1994. Amy began in the financial services industry shortly after college as a para-planner for a CFP® in her home town.  In 2006, Amy joined Steffes Financial, Ltd. as an Investment Adviser Representative.  In 2017, Amy established her own firm, Prairie Ridge Asset Management, LLC and is no longer an Investment Advisor Representative with Steffes Financial, Ltd.


While Amy now serves her clients through her own firm, Prairie Ridge Asset Management, LLC, she continues to collaborate with Steffes Financial, Ltd. on investment strategies and economic trends.  There is no common ownership between Prairie Ridge Asset Management, LLC. and Steffes Financial, Ltd.  Amy is no longer a registered representative nor offers securities through Cambridge Investment Research, Inc.

Margaret Helm

Client Service Associate

 

Margaret graduated from University of Missouri – Kansas City in 1991 with a BA in Communications. As a Client Service Associate employed by Prairie Ridge Asset Management, LLC, she assists Amy White with daily office duties, processing new accounts and transfers, entering and confirming trades and setting appointments.  Margaret is not employed by Steffes Financial, Ltd.

"Great things in business are never done by one person.  They're done by a team of people.
               - Steve Jobs
Let's Get Aquainted
 
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