We eagerly welcome 2021, wishing all of you good health and happiness, and are excited to share news about our team—all designed to better serve as your Family CFO.
Stephen Hoerr, MBA, CPA, CFP® joined the Sward team as an Advisor on January 4th. Previously, Steve worked at KPMG Tax and e3 Wealth, where he acquired a depth of expertise in tax return preparation, as well as developing tax strategies for clients. His CERTIFIED FINANCIAL PLANNER™designation now goes to work as an Advisor to our clients. In addition, he will serve as the team’s tax consultant.
We know Steve will enjoy getting to know you—although it may be a while until you meet him in person. Julie and Steve will work together on delivering your advice.
Steve can be reached by email at shoerr@monetagroup.com or by phone at 314-244-3361.
Both Margaret Lyons, Senior Client Service Manager, and Cecelia Henry, Client Service Manager, will work closely with Steve on implementing and administering our clients’ needs. Also as part of our team’s growth, Lisa Bedell has been promoted to Operations Manager. Lisa will continue working with clients, and will also facilitate client onboardings, system and processing optimization and marketing efforts for the team.
These changes will ensure that the entire Sward team is always prepared to assist as your Family CFO.
The difficult year finally behind us impacted everyone. With a new administration in office, questions concerning financial planning are daunting and may seem insurmountable to some—especially those unsure of where to turn for advice. If you have friends or family you feel would benefit from having a financial advocate who offers the wide range of services we do, please reach out to Julie to discuss how you might make those introductions. We truly enjoy working with you and your families, and we would greatly appreciate the opportunity to assist someone in your circle who may not have a Family CFO relationship.
Finally, please know that we never take your loyalty and trust for granted. Many thanks for your continued business and cheers to an exciting start to 2021!
