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Who We Are

We help everyday people pursue their dreams and how to get there.

Our clients are our number one priority. We believe in celebrating our clients successes, listening to their concerns, and maneuvering them through challenging times.  

The Team Approach

The Team Approach

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.

This is why we've put together a team that come from different backgrounds all driven by the same factor. Our purpose is to advise and educate our clients today to create a better tomorrow.

When working with one of our team members, you can expect the knowledge of our entire team rather than a single advisor. 

Stephen A. Serati, BFA, WMS, AIF

President and Partner

(636) 777-7780

(636) 530-1049

sserati@milleniallc.com

Stephen is co-founder and a managing partner of Millenia Investments and has been a licensed investment advisor since 1989. Stephen, together with his partner Lee Neumann, has helped to grow Millenia Investments from a small, regional...

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Lee Neumann, CFP, MSFS

Partner

(636) 777-7780

(636) 530-1049

lneumann@milleniallc.com

Lee is a managing partner of Millenia Investments and has been a licensed investment advisor since 1980. Lee is a Certified Financial Planner (CFP) and has a Master Degree in Financial Services. Lee, together with his partner Stephen...

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Tony G. Arnold

Investment Advisor

(636) 777-7780

(636) 530-1049

tarnold@milleniallc.com

Tony has been providing insurance and investment advice to clients since 1994. Tony joined Millenia Investments in 2014 and we were happy to have him. While with Millenia, Tony became a licensed investment advisor with SSN Advisory,...

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Rabona Frye, CFP

Investment Advisor Representative, Certified Financial Planner

(636) 777-7780

(636) 530-1049

rfrye@milleniallc.com

Rabona began her career in the financial services industry in 1977 and is enjoying her fortieth year working in the financial services industry. Rabona began her career in operations, but quickly advanced into her role as investment...

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Samantha Whitten

Registered Principal, Executive Manager

(636) 777-7780

(636) 530-1049

swhitten@milleniallc.com

Sam is the textbook definition of an “impact player” and has earned our respect for her razor-sharp intellect, natural leadership abilities and her willingness to push both herself, and those around her, to excel at every task.

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Alex King, FPQP, aPHR

Office Manger, Client Service Specialist

(636) 777-7780

(636) 530-1049

aking@milleniallc.com

Alex is responsible for supporting the processing of financial transactions of all types. She is known for her high energy, her capacity to quickly grasp and apply complex financial concepts, and her outgoing and caring personality.

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Josh Ripperger

Document Control Coordinator

636-777-7780

636-530-1049

jripperger@milleniallc.com

Who We Help

Who We Help

We serve the majority, people like our families.

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Our Client Process

Our Client Process

We're there with you, start to finish.

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Our Approach

Our Approach

Serving the majority, we do not believe in a one size fits all mentality.

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