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...
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 and 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...
Client Liaison and Office Manager
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.
Client Service Specialist
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.
Donavan is responsible for supporting our clients within the account opening process as well as direct client services. Donavan is known for his good nature and ability to work within the details. He is one to identify what is needed...
Client Service Specialist
Lauren is responsible for providing client services including assisting clients in updating beneficiaries, making a withdrawal, updating addresses, and everything in between. Lauren is known for her caring nature and ability to put...
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.