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Stefan C. Liiste
Financial Advisor
Many of our clients are seeking financial independence or are looking to maintain their financial independence. I provide advice on how to structure investments, analyze risk, manage estate planning needs,and minimize taxes through our financial advisory process.
Specialization
Personal financial planning, including planning for risk management, taxes, retirement, estate preservation, investments, small businesses and strategic asset allocation
Designations
American Express Financial Advisors, Presidents Advisory Council, 1998-2003
American Express Financial Advisors, Platinum Team Member, 1998-2003
American Express Financial Advisors, Gold Team Member, 1996-1998
B.A. 1990, English Gustavus Adolphus College Saint Peter, Minnesota
Business Experience
| 2004: |
Present: Financial Advisor, Context Financial Group, LLC. |
| 1990-2004: |
Financial advisor, American Express Financial Advisors Inc. |
Personal
Married to Katie Liiste /Father to five children/Enjoy time with family and friends, exercise, working with clients.
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Kathleen M. Liiste Financial Advisor
Specialization
Personal financial planning, including planning for risk management, taxes, retirement, estate preservation, investments, small businesses and strategic asset allocation.
Degrees
B.A. 1990, Finance and Marketing University of St. Thomas
Business Experience
| 2004: |
Co-Founder and Financial Advisor, Context Financial Group, LLC |
| 1996 - 2004: |
Financial Advisor, American Express Financial Advisors Inc. |
| 1990 - 1996: |
Senior Paraplanner, IDS/American Express Financial Advisors Inc. |
Personal
Married/ Mother of five children/ Enjoy the outdoors and being with family and friends
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