Thank You for Voting Us #1 for Financial & Investment Advice In North County for 2016*

About Our Team


Steve Robbins

Steve Robbins, CFP®

CERTIFIED FINANCIAL PLANNER professional
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As a Certified Financial Planner professional since 1985, Steve focuses on wealth management and individual retirement planning. During his financial services career, he has built a reputation for integrity, honesty, and has become a respected leader among his peers. Steve continually works to promote high moral and ethical standards in business. He has been a member of the Financial Planning Association since 1987 and served as President for their Missouri/Southern Illinois Chapter in 1996 and 1997. Steve is a member of the Greater North County Chamber of Commerce. Steve also serves as Post Adjutant for VFW Post 3944, where he has been a member since 2009.

Honors

Steve is listed in the Registry of CFP® Licensed Practitioners, the Practitioner Division of the International Association for Financial Planning and as a subject of biographical record in Who's Who in Finance and Industry. Steve has been awarded the DALBAR Financial Professional Seal, a national award that recognizes financial professionals who have achieved overall excellence in the areas of client trust, financial results, quality of advice, and satisfaction. The DALBAR Program measures clients' actual experiences with their financial professional. Professionals who earn the DALBAR Seal have exceeded national benchmarks in areas of trust, satisfaction, quality of advice and financial results. To qualify for the Seal, recipients also must meet standards of experience and maintain a clear regulatory record, as agreed to by the Securities and Exchange Commission. Steve has been honored by St. Louis Magazine as a FIVE STAR: Best in Client Satisfaction Wealth Manager for each year from 2009-2017. This listing includes only an elite group, representing less than 4% of the wealth managers in the St. Louis area.  For more information on how this award is earned, click here.

Education

Steve's educational background includes a Bachelor of Arts Degree from the University of Missouri, which he attended on a scholastic scholarship. After college, Steve served in the United States Army as an Army Captain and helicopter pilot, stateside and abroad. Steve's military experience sharpened his work ethic, discipline and determination. His leadership and ability to make astute decisions under pressure served him well during his six years in the Army and continue to serve his clients well.

Personal

Steve is very committed to his clients and to his community. Much of his time is spent reading and researching the markets and economic news. Steve also regularly gives his time and opens his office conference room doors to host events within his community and hometown of Florissant. Outside of the office, Steve enjoys running, traveling and outdoor activities. He is a certified scuba diver and utilizes this certification through travel when possible. Steve is married and a proud father of two children.


Lisa M. Avenevoli, CFP®, CMFC

CERTIFIED FINANCIAL PLANNER professional

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Lisa M. Avenevoli has been with STEVE ROBBINS, CFP® since 1998 and has earned professional designations as a Certified Financial Planner professional and Chartered Mutual Fund Counselor. Lisa is also an Investment Adviser Representative for the company. In this capacity, she works with Steve to introduce and implement the financial and retirement planning process to clients and prospective clients.

Lisa M. Avenevoli, CFP

In her main role for the firm as Director of Business Development, Lisa continually works to improve client relationships through quality financial advice, ongoing communications, educational classes and client appreciation experiences. Lisa heads our marketing correspondence department, writing and/or approving every letter, email and invitation that leaves our office. As Chief Compliance Officer, Lisa ensures that firm employees maintain and abide by their policies and procedures for office and portfolio management, books and record-keeping requirements, and in their fiduciary duty to clients.

Lisa holds a Bachelor of Science degree in Business Administration from the University of Missouri. She graduated with honors with an emphasis in Finance, Management, and Psychology in May 1999. In August 1999, Lisa gained her Chartered Mutual Fund Counselor designation through the College for Financial Planning. Lisa then acquired her Certified Financial Planner professional designation in March 2009. In addition, Lisa is regularly involved in continuing education through industry related courses and materials that help to keep her abreast of changes that may affect a client's overall financial situation.

Community engagements and supporting North County are very important to Lisa. She volunteers for the local food pantry, participates in the Greater North County Chamber of Commerce meetings and events and supports the Soroptimist Club. Lisa is a member of the Finance Committee and also serves on the Board of Directors for Christian Hospital Foundation, which focuses on community health and outreach. Outside of work and volunteering, Lisa and her husband enjoy spending time with friends, family and especially their three children. Lisa also enjoys outdoor sports and activities including boating, water skiing, biking, running and swimming.


Isabel Raycraft, CFS

Certified Fund Specialist
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Isabel is a Certified Fund Specialist and serves as Portfolio Assistant for STEVE ROBBINS, CFP®. As part of the Portfolio Management Team, she assists with daily research, monitoring and trading activities for client portfolios. Isabel also contributes to client service needs by assisting with online account setup and viewing, and processing general service requests including withdrawals, contributions and beneficiary updates. Finally, Isabel maintains frequent contact with clients through her regular email updates relaying information on the active management of the portfolios, as well as timely market and economic news.

Isabel holds an Associate's degree in General Study from College of DuPage and a Bachelor of Fine Arts Degree in Digital Media Production from The Illinois Institute of Art, where she graduated with honors in December 2005. She is also regularly involved in continuing education courses in the Financial Planning field. Isabel is also a Notary Public for the state of Missouri.

Isabel is bilingual and working to teach her children Spanish. She and her husband enjoy camping and outdoor activities. Isabel frequently travels to her hometown of West Chicago to visit family and friends. Isabel joined STEVE ROBBINS, CFP® in May 2006.


Song W. Robbins

Event Coordinator

Having been with STEVE ROBBINS, CFP® since 1995, Song's main responsibility is the preparation of public speaking engagements, client gatherings, and local events at the office banquet facility. She also assists with client services and general office duties such as maintaining paper and electronic files and processing all outgoing mailers.

Song and her husband, Steve, enjoy traveling together and spending time with their two children. Song's other interests include reading and staying busy taking care of everyone around her! Song also enjoys time with friends and travels to Texas as often as possible to visit family. Song is bilingual, speaking both Korean and English.

Song W. Robbins

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*We were the recipient of the Best of North County Award for financial and investment advice in 2016. As voted by over 4000 residents and Community News readers in the following zip codes: 63031, 63033, 63042, 63135, 63136, 63138, 63032, 63034. The Community News ran this annual voting process for eight consecutive weeks in January and February 2016.