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STEVE ROBBINS, CFP
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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.

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 Avenevoli, CFP®, CMFC

CERTIFIED FINANCIAL PLANNER professional
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Lisa started her career with STEVE ROBBINS, CFP® in 1998 as a financial planning intern. After being hired on as a portfolio assistant immediately following her internship, Lisa has worked in every facet to help run the office and serve clients.  While Lisa's primary duties today include business development and aiding in the financial planning process for clients and prospective clients, she continues to have a hand in many other office tasks and responsibilities to keep things running smoothly and efficiently for the team and, most importantly, for clients of STEVE ROBBINS, CFP®.

Lisa Avenevoli
As Director of Business Development for the Steve Robbins team, Lisa continually works to improve client relationships through 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 the 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
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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.


Jaqueline (Jackie) Kelly

Paraplanner
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Jackie is the newest member of the Steve Robbins team, coming on board in March 2020. Jackie serves as Paraplanner, supporting clients and the team through scheduling annual financial plan review meetings and gathering appropriate data in preparation for those meetings.  Jackie also provides  investment research, inputs financial plan data and offers preliminary planning counsel.

Jackie brings with her a diverse professional background and strong desire to help clients. Jackie began her corporate career in financial services in St. Louis and then relocated to New York City. Jackie has spent the last ten years in federal service working to support service members and their families in Washington State, helping them navigate and utilize support services within the military. She has extensive experience assisting clients, analyzing data, and developing strategy.

Jaqueline (Jackie) Kelly


Jackie holds a Bachelor of Arts Degree from the University of Missouri in Interdisciplinary Studies, with two areas of concentration: Business & German. Her undergraduate coursework included finance and personal financial planning. She most recently completed the Accredited Financial Counseling & Planning Education (AFCPE®) Program, and passed the Accredited Financial Counselor (AFC®) exam.  Jackie plans to obtain her AFC® designation, and begin working toward her Certified Financial Planner™ professional designation in the fall of 2020.

 
Jackie values giving back to the community and was an active volunteer supporting her husband's military units. She helped Soldiers and their families during times of frequent deployments to Afghanistan and Iraq. She currently chairs her Neighborhood Watch Group and helps out when she can at an Assisted Living Memory Care facility. Jackie is bilingual German and enjoys practicing the language whenever she has the chance. She has lived in different cities across the United States and Europe and recently returned to St. Louis. Jackie enjoys cooking and traveling with her husband; they both visit Europe regularly, where they enjoy spending time with family and friends.


Sarah Liefer

Sarah Liefer

Event & Digital Marketing Coordinator
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Sarah joined the Steve Robbins team in May 2019.  As Event & Digital Marketing Coordinator, Sarah designs event flyers, assists with social media posts, YouTube videos and with the preparation of events, both virtual and in-office.  She also schedules appointments, mails office correspondance, and regularly communicates with clients via phone and email to ensure we remain current on all of the important happenings in our clients' lives - financial and otherwise.

 

Sarah graduated 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 positions for her sorority, Sigma Sigma Sigma.


In her spare time, Sarah enjoys exercising and spending time with friends, family and her boyfriend. She especially loves doing anything in the great outdoors, including biking, hiking, and paddle boarding.  In addition, Sarah utilizes her Advanced Open Water Scuba certification whenever near an ocean!


Song Robbins

Event Assistant/Office "Mom"

Song's main responsibility is the preparation of our office banquet facility for public speaking engagements, client gatherings and community events.  Song ensures our office (inside and out) is maintained, prepared and welcoming for all who visit.  While Song has been married to Steve for much longer, she has worked in many different capacities aiding the team of STEVE ROBBINS, CFP® since 1995, earning her the title of "Office Mom."

Song and Steve have an appreciation for food and travel.  In addition to visiting warm locations with friends and family whenever possible, Song looks forward to catching up with her family during visits to Texas a few times a year.  Steve and Song also relish time spent with their two grown children - that is, when they are all able to be in the same state together!  In her spare time, Song likes to read and keeps busy taking care of everyone around her! Song is bilingual, speaking both Korean and English.

Song W. Robbins

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