Meet the People Behind the Firm
Who we areBuilt for the Long Term,
Driven by Partnership
We founded Millenia in 2007 with a clear purpose to create financial longevity and legacy for our clients and build a firm that lasts across generations. Our team operates with Midwestern sensibility, serving clients across over 30 states with honesty, accountability, and a focus on what actually adds value.
Meet The Team
Stephen Serati, AIF, BFA, WMS
President, Registered Principal
(636) 530-1049
I'm the owner, president, and visionary at Millenia. My focus is on where our industry is heading and building a strategy that positions us for growth across multiple generations. As the most senior advisor and business executive here,...
Samantha Estrada, BFA
Executive, Registered Principal
(636) 530-1049
I started at Millenia as a receptionist when I was 21. My mom, Aimee LaBounty, is a CPA who specializes in servicing small businesses and also serves as our firm's CPA. She introduced me to Lee, our retired owner, and Steve, our...
Tony G. Arnold
Financial Professional
(636) 530-1049
I've been an investment advisor representative at Millenia since 2014, but I've worked in the investment industry since 1994. I play a vital role in providing insurance and investment advice to clients, and I'm grateful to be part of...
Jordan Lamantia, NSSA
Associate Advisor
(636) 530-1049
I earned my degree in Economics from the University of Missouri and hold my Series 7 and 66, Life, Accident and Health License, and I'm a National Social Security Advisor. Honestly, this career was inevitable. I'm fascinated by markets...
Ries Moredock, NSSA
Associate Advisor
(636) 530-1049
I've always been drawn to the business world. The history of economics and finance fascinates me, and what pulled me into this career was the chance to travel and build relationships with people from all walks of life. I hold my Series...
Patrick O'Reilly, CFP®
Financial Advisor
(636) 530-1049
My interest in financial planning started with my father, who inspired me to pursue a career where I could help people make confident decisions about their future. That path led me to spend more than 20 years in the...
Alex King, FPQP, aPHR
Culture and Operations Manager
(636) 530-1049
I never imagined a role in financial services when I applied to join Millenia, but I quickly discovered something unexpected. Sam and Steve were incredibly open to teaching me, and the knowledge I gained wasn't just useful for work but...
Kensie Clark
Advisor Support Specialist
(636) 530-1049
I'm from Medford, Oregon, and just recently made the move to St. Louis. The shift to a bigger city has been exciting. There's always something happening, and I've spent my weekends discovering new spots and restaurants worth visiting.I...
Carrie Wyatt
Advisor Support Specialist
(636) 530-1049
Helping people has always been at the heart of what I enjoy most, which is what led me to a career in financial services more than 10 years ago. I earned my degree in Psychology from the University of Kansas, and my...
Zachary Judson
Client Service Specialist
(636) 530-1049
My interest in financial planning began during an internship, where I had the opportunity to see firsthand the positive impact financial advisors have on their clients' lives. It didn't take long for me to realize that I...
Erin Alderson
Executive Assistant
(636) 530-1049
As Executive Assistant at Millenia, I manage all of our marketing and social media, coordinate travel and calendars, support back-office operations like client communication and birthday mailings, and assist the leadership team with...
Josh Ripperger
Operations and Technology Specialist
636-530-1049
I went to Greenville University where I earned my BFA in Psychology, then continued at Lindenwood University for my MFA in Creative Writing. Those years shaped how I think about communication and understanding people, which turns out...
Contact UsReady to start the conversation?
If you're looking for a partner who sees the full picture and stays engaged for the long term, we'd like to hear from you. Reach out to schedule a meeting and let's talk about what matters most to you.