Broker Check

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

Stephen Serati, AIF, BFA, WMS

Owner, President, Visionary

(636) 777-7780

(636) 530-1049

sserati@milleniallc.com

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,...
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Samantha Estrada, BFA

Samantha Estrada, BFA

Registered Principal, Executive Manager

(636) 777-7780

(636) 530-1049

sestrada@milleniallc.com

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...
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Tony Arnold

Tony G. Arnold

Investment Advisor Representative

(636) 777-7780

(636) 530-1049

tarnold@milleniallc.com

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...
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Jordan Lamantia

Jordan Lamantia, NSSA

Associate Advisor

(636) 777-7780

(636) 530-1049

jlamantia@milleniallc.com

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...
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Ries Moredock

Ries Moredock, NSSA

Associate Advisor

(636)777-7780

(636) 530-1049

rmoredock@milleniallc.com

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...
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Alex King, FPQP, aPHR

Alex King, FPQP, aPHR

Culture and Operations Manager

(636) 777-7780

(636) 530-1049

aking@milleniallc.com

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...

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Erin Alderson

Erin Alderson

Executive Assistant

(636) 777-7780

(636) 530-1049

ealderson@milleniallc.com

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...
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Joshua Ripperger

Josh Ripperger

Document Control Coordinator

636-777-7780

636-530-1049

jripperger@milleniallc.com

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...
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Kensie Clark

Kensie Clark

Advisor Support Specialist

(636) 777-7780

(636) 530-1049

lclark@milleniallc.com

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...
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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.

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