Legacy Partners

We are proud to recognize the individuals and organizations who have contributed to our growth and success. Whether as advisors, acquired partners, or trusted collaborators, their guidance has helped shape who we are today. Our network of past advisors and industry professionals represents decades of combined expertise, leadership, and dedication. Many of these trusted partners transitioned their clients to us upon retirement or through acquisition, ensuring continuity of care and service for every client they served. Their commitment to excellence set the standard we uphold every day. We are honored to celebrate their contributions and preserve their legacy as a cornerstone of our firm's history and ongoing mission.

Lee Neumann

Lee was Steve's trusted business partner for close to 20 years before retiring in 2024. He helped shape the firm alongside Steve through a significant period of growth and evolution. Known for his commitment to clients, steady leadership, and willingness to mentor others, Lee played an important role in building the culture and relationships that continue to define our firm today. We are grateful for his many contributions and are honored to continue buliding on the foundation he helped lay.

Michael O'Reilly

For more than 50 years, Mike built a respected wealth management practice grounded in integrity, trusted relationships, and personalized advice. His commitment to putting clients first earned the confidence of generations of families. We are honored to continue serving those relationships alongside his son, Patrick, preserving the legacy he created. (Fun fact! Mike was one of Steve's very first mentors. Talk about a full circle moment!)

Rabona Frye

Throughout her career, Rabona was known not only for her trusted financial guidance but also for her unwavering commitment to her clients, her church, and the community she served. Her compassion, leadership, and servant's heart left a lasting impact on countless families. We are grateful for the opportunity to continue the relationships she entrusted us with and preserve her legacy of advice and service.

David Wentley

Throughout his career, Dave was committed to helping families in his Florida community pursue their financial goals with confidence. Dave is the definition of a warm and welcoming personality. His trusted advice, genuine care for clients, and dedication to service earned him lasting relationships and recognition throughout the years, (so much so that he was featured several times on the financial segment of the local news!). We are proud to honor his legacy and continue serving his clients, friends, and family who mean so much to him.

Earl "Si" Seibert

After a successful career spanning decades in the financial services industry, Si retired after building a trusted practice serving clients throughout the St. Louis area. His commitment to personalized guidance and lasting relationships earned the trust of generations of clients. Today, we are honored to carry on his legacy of exceptional client service at Millenia Investments.

Scott Lake

Scott built a trusted financial planning practice in Largo, Florida, serving local businesses, families, friends, and neighbors with personalized guidance and genuine care. Known for his love of the outdoors, Scott embraced retirement by relocating with his wife to Nevada, where he enjoys fishing, hiking, biking, and exploring the mountains. We are honored to continue serving the relationships he built and preserve the legacy of trust and service he established.

The advisors and businesses featured here represent just a few of the many professionals who have entrusted Millenia Investments with their legacy. We are honored to have served as the succession partner for 27 advisors and businesses, including 21 who are not pictured, and we respect their privacy. Thank you for the trust you've placed in us. If you're one of our legacy partners and would like to be featured on this page, please let us know.