Our professional team is dedicated to bring logic and simplicity back to your wealth management experience, helping you avoid the noise of financial markets and focus on what matters most to you.
As president and co-founder of Claris Advisors, formerly AMD Financial Services, Stan brings a team, as well as an academic, approach to investing. While he adopted the academic approach in his second career, he perfected the team approach in his first, as third basemen for the St. Louis Cardinals. Today he calculates his batting average by his success in creating “Clients for Life” and then helping them achieve their financial dreams. He specializes in advising individuals, their families and small- to medium-sized companies on investment strategy, portfolio construction, risk management, financial planning and retirement planning.
Stan and his team serve individuals and businesses in the St. Louis metropolitan region and across the country in an array of industries including healthcare and other professional services, construction and manufacturing, and sports and entertainment. He holds a bachelor’s degree in economics from Eastern Illinois University. Today, Stan and his wife are avid fans at the softball and volleyball games and dance recitals of their two daughters. He started the firm in 1998.
Scott serves as Wealth Advisor for Claris by leading the day-to-day operations of Claris and by designing and implementing improved processes and operational policies, and also assisting clients with portfolio management and financial planning. Scott specializes in and has had a successful history of providing comprehensive advice on retirement plans, employee benefit plans, tax qualified investing and insurance. Scott views his clients as family members, and believes in always doing what is right for them. He has over 15 years of experience in the financial industry and holds several certifications including the CFP (Certified Financial PlannerTM) and holds a bachelors and masters degree in finance from Stetson University. In his free time, Scott enjoys spending time with his wife, their dog and two cats. When able to get away though, he truly enjoys backpacking and trekking to any new and adventurous location.
Cheri is the quarterback of both the Claris team and the Morena family team. As the Client Services Manager for Claris, Cheri is the friendly voice on the phone, the information organizer and the firm’s initial go-to contact for Claris clients. While she leaves the “understanding and investing” aspects to Stan and Scott, Cheri is ready and willing to help clients relax, knowing their investments are being managed with the highest degree of care and commitment. Cheri oversees daily operations, assists with investment, insurance and 401(k) account administration, including plan enrollment, conversions, payroll deferrals and distributions. She also prepares life and health insurance quotes for prospective and existing clients and has been doing so since joining the firm in 2004.
As Portfolio Advisor, Chris assists in day-to-day operations for Claris. He joined Claris in 2015 to help serve the growing client needs of Claris by creating new accounts, on-boarding new clients and transaction ledgers. Chris is Series 65 licensed, and is also assisting in portfolio analysis and Monte Carlo report preparation. He holds a Bachelor of Fine Arts in Illustration from the University of Central Missouri, and a Master of Business Administration with a concentration in finance from the University of Missouri-St. Louis. Chris has previous experience with corporate accounting, including conducting detailed analyses of corporate financials, and is a member of the Financial Management Association International- National Honor Society (FMA-NHS). When away from the office, Chris truly enjoys reading, professionally and personally, and believes this trait transfers well into his love of learning, which is what he does every day at Claris. The passive/evidence based investing philosophy of Claris fits right in with Chris’ passion for helping clients.