Visionary Wealth Advisors Adds Four Industry Veterans – Visionary Wealth Advisors

 

Visionary Wealth Advisors Adds Four Industry Veterans

March 22, 2019Visionary Wealth Advisors  added four industry veterans in the first quarter of 2019, including Steve Elefson, formerly of Cary Street Partners Jackson, MO, Bill and Will Lauber, formerly of Sterling Capital in St. Louis, MO, and Geoff Reed, formerly of Waddell and Reed in St. Louis, MO.

Steve Elefson joins the firm as a Wealth Management Advisor out of Jackson, Missouri. Steve brings over 30 years of experience in the industry to Visionary and provides comprehensive wealth management services for individuals, families, organizations, and charities. “Being a Visionary means hard work combined with applying sound investment practices coordinated by a financial plan that allows our clients to pursue their goals and dreams,” says Elefson. Adding, “It is extremely rewarding to see what families can achieve when their wealth is applied to their life mission, values, and goals.”

“We are pleased to announce the addition of The Elefson Group, led by Steve Elefson, to Visionary Wealth Advisors,” says Tim Hammett, President and Co-Founder of Visionary Wealth Advisors. “Expanding our presence into Southeast Missouri will bring significant opportunities. Steve has built trusted relationships with his clients.”



Visionary has also added an additional 50 years of combined investment industry experience with the addition of Sterling Capital Group to the firm. Sterling Capital consists of Bill, Jan and their son, Will Lauber.

Bill and Will are both Sr. Wealth Management Advisors, while Jan is the Director of Client Services for Sterling Capital. Bill Lauber began his professional career in 1970 as an Account Executive with Merrill Lynch. He founded Sterling Capital Management in 1988, with Jan joining to work as their office manager, operations manager and client liaison.

Will Lauber has worked in the investment industry since 2004. He helps clients achieve their life financial goals through managing their portfolios. He especially enjoys selecting the individual investments which help clients meet their long-term goals.

“We are excited to announce the addition of Bill, Jan, and Will Lauber of Sterling Capital Management to Visionary. For over 40 years, Sterling has established an impeccable reputation of serving their clients,” explains Tim Hammett, President Co-Founder.


Geoff Reed has been in the financial services industry since 2003. Geoff has prided himself on providing comprehensive wealth management solutions for families and businesses looking to grow and protect their financial resources.  He works diligently to assure the financial strategy in place meets the objectives for each individual client. Geoff currently resides in St. Louis and enjoys giving back to his community.  “We are extremely excited to have Geoff join our Visionary team,” says President, Tim Hammett. Adding, “He is an experienced professional who has developed strong, values-based relationships with his clients.”

“We are excited about the Lauber, Elefson, and Reed teams joining the Visionary family,” said CEO and Co-Founder, Brett Gilliland. “Adding experience like this to our firm will  help support the work we do in the communities we serve. Collectively, they will assist Visionary in achieving its mission of ‘helping people achieve a future greater than their past.’”

Visionary Wealth Advisors is an independent Registered Investment Advisor, founded in March 2014 by Brett Gilliland and Tim Hammett. Visionary Wealth Advisors provides comprehensive financial planning and wealth management services, including retirement, family officeVisionary Wealth Advisors’ has offices in Chesterfield, Jackson and St. Louis, MO, Edwardsville and O’Fallon, IL, Palm Beach Gardens, Florida, and Buena Vista, Colorado.

[1] Family office services are provided through Visionary’s partnership with Greenway Family Office.