16100 Chesterfield Parkway West,
Our clients are our number one priority. We believe in celebrating our clients successes, listening to their concerns, and maneuvering them through challenging times.
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.
President and Partner
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 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...
Investment Advisor Representative
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,...
Investment Advisor Representative, Certified Financial Planner
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...
Registered Principal, Executive Manager
Office Manger, Client Service Specialist
Document Control Coordinator
We serve the majority, people like our families.
We're there with you, start to finish.
Serving the majority, we do not believe in a one size fits all mentality.