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 is a Member of Claris Advisors and has served as a wealth advisor for Claris since 2015. He has a vast amount of experience in assisting clients with portfolio management and financial planning. He specializes in providing comprehensive advice on tax-efficient investing, retirement plans, employee benefit plans and insurance. Working as a fiduciary, Scott has spent his career always putting his clients’ interests first. He has over 15 years of experience in the financial industry and holds several certifications, including Certified Financial Planner™ (CFP). Scott earned bachelor’s and master’s degrees in finance from Stetson University.
Chris is a Wealth Advisor at Claris with over 25 years of wealth management and advisory experience. He serves as a trusted advisor for current and new Claris clients in all aspects of wealth management. Chris has a depth of client advisory experience and helps develop new business and continue the growth of Claris. Claris’s planning-first mentality and role as a fiduciary is important to Chris, and he ensures clients can continue to Understand, Invest and Relax with Claris. Chris holds an MBA from Indiana Wesleyan University and a B.S. in Business, Management and Marketing from Southern Illinois University – Edwardsville.
Cheri is the quarterback of both the Claris team and the Morena family team. As the Client Services Manager for Claris, Cheri handles the operational responsibilities, managing the team’s tasks to stay proactive for Claris clients. While she leaves the “understanding and investing” aspects to Stan, Scott and Chris, Cheri is ready and willing to help clients relax, knowing their investments are being managed with the highest degree of care and commitment. Cheri optimizes workflows and processes to help keep the team running effectively and efficiently. She is also responsible for the team’s compliance program, Claris events and preparing company financials.
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). The passive/evidence based investing philosophy of Claris fits right in with Chris’ passion for helping clients.