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) 530-1049
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...
Lee Neumann, CFP, MSFS
Partner
(636) 530-1049
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...
Tony G. Arnold
Investment Advisor
(636) 530-1049
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,...
Rabona Frye, CFP
Investment Advisor Representative, Certified Financial Planner
(636) 530-1049
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...
Samantha Whitten
Registered Principal, Executive Manager
(636) 530-1049
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.
Alex King, FPQP, aPHR
Office Manger, Client Service Specialist
(636) 530-1049
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.
