Steven N. Strauss, CPA, PFS  Co-Chairman Email Steve  Steve applies his 30+ year background as a CPA and principal in a sophisticated tax and accounting practice to his full-time wealth management practice. He specializes in creating personal financial plans and investment strategies that reflect and preserve high-net worth clients’ priorities and objectives. The majority of people he advises are successful business persons with overlapping business and personal financial considerations. Steve’s practical experience benefits clients, whether retired or still in the work-force, especially pertaining to financial decisions and any associated tax impact. Steve’s interest in investment management was ignited in 1985 upon attending a conference at which he created a mock financial plan for himself during a group exercise. The process certainly enlightened him, and he immediately recognized how his clients would benefit as well. Inspired to help them in a new way, he deepened his studies and earned accreditation from the American Institute of CPAs as a Personal Financial Specialist (PFS). An active member and innovator in the AICPA Personal Financial Planning Division, Steve was the co-developer of personal financial planning software called PFP Partner, licensed for distribution through the AICPA. He developed and launched a Windows® version shortly thereafter. Steve remains a leader in the wealth management profession, at both a national and state level. He is a recent past president of the All Star Financial Group, LLC, a select group of national CPAs that specialize in financial planning and wealth management for high-net worth individuals. He is also a principal in Integrated Financial Solutions, LLC, an accounting, tax, and financial consulting firm in St. Louis. Many clients of Droms Strauss appreciate seamlessly working with the firm for their tax preparation and other accounting needs.  Author Steve’s work has appeared in the Journal of Financial Planning, CPA Journal, The Planner, the Saint Louis Business Journal, and various publications of the American Institute of Certified Public Accountants.

Education  Master of Science in Taxation, DePaul University Bachelor of Science, Business Administration, Economics and Finance Major, University of Missouri, Columbia Professional Involvement All Star Financial Group, Past President AICPA: Personal Planning Division; Personal Financial Planning Practice Subcommittee Missouri Society of CPAs: Life Member; Personal Financial Planning Committee Speaker AICPA Personal Financial Planning Conferences Licensed Independent Network of CPA Financial Planners Missouri Society of CPAs Conferences Georgia CPA Society Oklahoma CPA Society