Steve Veesart became a Financial Advisor in 1995 and holds a certification as an Accredited Asset Management SpecialistSM(AAMS®), as well as several securities registrations and insurance licenses. He earned his BSBA from the University of Missouri in St. Louis.
After 11 years as a Financial Advisor and a successful 20-year career in the business world, Steve formed Veesart Financial, LLC in 2005.
Steve has served on the Board of Directors of the Germantown Area Chamber of Commerce and was past Chairman of the Board as well as past Director of the Leadership Board. He is also past President and board member of the Germantown Kiwanis Club. In his spare time, Steve enjoys spending time with his wife Laura, playing with his dogs, golf, traveling, working out, bonsai and automobiles.
Levels within the Premier Advisor program are internal measures and cannot be used in marketing material to the public. Steve was named to the Premier Advisors Program by placing clients' needs first and providing them with exemplary support and service in 2011, and every year from 2014 to 2017.
The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production, completion of educational components and professionalism.
As administrative assistant, Mary Sloka sees to the day-to-day operations of the office – from answering calls to scheduling appointments, processing deposits, and so much more.
Mary enjoys communicating with the team's clients in order to help them facilitate their financial needs and goals by being the first voice they hear. She thrives on being able to quickly and effectively handle the "behind the scenes" of the office's daily functioning, while also supporting Lindsey and Leslie to help make their days run smoothly.
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