Thank You for Voting Us #1 for Financial & Investment Advice In North County for 2019*

About Our Team

Steve Robbins

Steve Robbins, CFP®


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.

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 2009-2019. 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.

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.

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 the office conference room doors to host events within his community and hometown of Florissant. Steve is a proud and dedicated member of his VFW Post in St. Ann, MO, spending much of his spare time helping to lead and participate in Post activities and commitments. 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


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 Avenevoli
As Director of Business Development for the Steve Robbins team, Lisa continually works to improve client relationships through quality financial advice, ongoing communications, educational classes and client appreciation experiences. Lisa heads the 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, and supports the Greater North County Chamber of Commerce, North County Inc and the Soroptimist Club. Lisa is also a member of the Finance Committee and 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 takes pride in watching her children play sports and dance, as well as participating with them in outdoor activities to include boating, water skiing, biking and swimming.

Isabel Raycraft

Isabel Raycraft, CFS

Client Service Manager

Isabel has been with the Steve Robbins team since May 2006.  Isabel's primary role with the team is as Client Service Manager. Isabel heads all client service needs from opening a new account, transferring funds in, changing beneficiaries, online account setup, processing distribution requests and everything in between.  Isabel is also a Certified Fund Specialist and assists in managing client portfolios.  This responsibility entails daily research, monitoring and coordinating of all trading activities. Finally, Isabel maintains frequent contact with clients through her regular email updates relaying information on the active management of client 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 wealth management continuing education courses. Isabel is a Notary Public for the state of Missouri.

Isabel is bilingual and working to teach her children Spanish. She and her husband, as well as their four children, enjoy camping and outdoor activities. Isabel frequently travels to her hometown of West Chicago to visit family and friends.

Sarah Liefer

Administrative Assistant

Sarah joined the Steve Robbins team in May 2019. As Administrative Assistant, Sarah assists in preparing for appointments and financial plan updates, mailing letters, keeping our client database current and scheduling client review meetings. Sarah also works to stay in close communication with clients through periodic calls and emails just to check in, assuring the Steve Robbins team remains current on all of the important happenings in their lives - financial and otherwise.

Sarah graduated with honors from Lindenwood University in December 2018, earning her Bachelor of Arts degree in Interactive Media and Web Design. While at Lindenwood, Sarah was actively involved in leadership duties for her Sigma Sigma Sigma Sorority.

Sarah Liefer

In her spare time, Sarah enjoys spending time with friends, family and her boyfriend. She especially loves doing anything in the great outdoors, to include biking, hiking, sand volleyball, tennis and utilizing her Advanced Open Water Scuba certification whenever near an ocean!

Song W. Robbins

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.

NCI CFP Click for the BBB Business Review of this Financial Services in Florissant MO

Check the background of your financial professional on FINRA's BrokerCheck
Disclosure Information for this Website Provided Here
Social Media Policies And Disclosure Information Provided Here