Team Approach

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.

Stan Royer | President + Wealth Advisor

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.

Download Stan Royer’s bio

Scott Iverson, CFP®, ChFC, CEBS, CRPS | Senior Vice President + Wealth Advisor

Scott is the Senior Vice President 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.

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Chris Bettonville | Associate Wealth Advisor + Portfolio Advisor

As an Associate Wealth Advisor and 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.

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Cheryl Morena | Client Services Manager

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.

Download Cheryl Morena’s bio

Cliff Schulte

R. Clifton Schulte, CPA | Member

Cliff is a Member of Claris Advisors, working with clients on a variety of financial and tax planning strategies. As a retired tax partner of Anders CPAs + Advisors, he brings decades of experience in tax planning for income, estate and gift taxes, retirement distribution and wealth transfer planning as well as health insurance and social security benefit advisory. Cliff serves his clients using Claris’s “Understand. Invest. Relax.” methodology for retirement strategy design and implementation so they can have peace of mind while working towards financial goals.

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Amy L. Hooker | Client Service Representative

As the Client Services Representative, Amy is the initial go-to contact for clients, making sure they’re able to Understand, Invest and Relax with Claris. Amy understands the importance of fiscal responsibility and making informed financial decisions. She handles the day-to-day account administration for new and existing clients, processes all incoming contributions to the custodians and prepares and binds reports for client and prospect meetings.

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“Never doubt that a small group of thoughtful, committed people can change the world. Indeed, it is the only thing that ever has.”

Margaret Mead
Recipient, Presidential Medal of Freedom