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Cindy Stewart

Paraplanner

(314) 480-3859

(314) 884-2819 fax

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 Ask Cindy a Question

Cindy joined the Maurer Team in January 2022 as the Client Data Specialist after a 20+ year career in the tax industry, serving as General Manager over 24 tax service locations in the bi-state area.  Cindy brings her background in customer service, financial aptitude, and rigorous commitment to client data integrity and privacy to her position.  Cindy has taken a key role in updating the portfolio management system on the Maurer team and looks forward to seeing clients experience this new environment.

Cindy grew up in Franklin County but has spent the past two decades in St. Charles.  She has been married for over 30 years and has two grown children who live out of state.  She has one dog and loves to cook and travel.

Recent Krilogy News

Year-End Tax Planning Tips for 2024: What to Consider Before December 31st
Krilogy® Names Kyle Goepel and DeAnna Kaber as the Firm’s Newest Partners
Exploring 529 to Roth IRA Rollovers Key Considerations and Benefits
Quarterly Market Newsletter | October 2024
Weekly Market Recap | September 23, 2024
  • bptw-logo.png“By focusing on our values, we’ve built a team of advisors who are leaders dedicated to making an impact on people’s lives.” Companies across the St. Louis region are nominated for the Best Places to Work award each year. Winners are chosen based on the results of a third-party survey which measures employee engagement, teamwork, and a variety of other factors. Krilogy has been honored with this award five times since 2012, most recently winning the Best Places to Work for Young Professionals award in 2018. Read MoreAward Disclosure
  • entrepenuer-culture-logo.png“Krilogy is honored to be recognized nationally for our company culture where we believe in fierce independence and operate with a ‘client-first, firm-second’ philosophy.” Entrepreneur’s Top Company Cultures list is a comprehensive ranking of U.S.-based businesses exhibiting high-performance cultures. Krilogy was recognized in 2017 and 2018 for creating an exceptional culture that drives employee engagement, exceeds employee expectations and directly impacts company success. Read MoreAward Disclosure
  • fastest-grosing-logo.png“The more people know about Krilogy and our values, the more they want to be a part of it. Krilogy team members know they’re heard, valued, and are directly contributing to their clients’ accomplishments.” St. Louis’ Fastest Growing Privately Held Companies are researched and awarded by the St. Louis Business Journal based on three-year growth. Krilogy has been named to the list for five years, from 2014-2018. Read MoreAward Disclosure
  • inc-5000-logo.png"The sustainable growth we’ve experienced results from our focus on the firm’s values of Dedication, Leadership, Abundance, and Respect along with our commitment to serving our clients as trusted, financial guides.”
    Krilogy is a member of the Inc. 5000 Hall of Fame, appearing on the list each year since 2014. The Inc. 5000 list ranks companies across the United States based on three-year growth. Read MoreAward Disclosure
  • FT-300-Ranking-Advisers_Logo_2020_sq.png“The Krilogy team is made up of intelligent, hard-working individuals who share a client-first philosophy. This atmosphere has led to honors such as the FT 300.” The FT 300 surveys Registered Investment Advisors (RIAs) across the United States and ranks them according to factors such as growth rate and credentials of the firms’ advisors. Krilogy appeared on the list in 2016, 2018, 2019, and 2020. Read MoreAward Disclosure
  • 2021_BPtW-logo.jpgEach year, InvestmentNews Magazine recognizes the top 75 U.S. wealth management firms as the nation’s Best Places to Work for Financial Advisors. Krilogy® is honored to be among these firms who share our commitment to culture and workplace excellence. Kent Skornia, President and CEO said: “Our values of dedication, abundance and leadership are the soul of this organization. Krilogy® team members embrace these values, serve each other, and impact lives. Together, we’ve created an environment that people want to be a part of.”Read MoreAward Disclosure
  • ACBJ-2440072_LOGO_FINAL.pngThe annual Advancement of Women Award is given to workplaces which demonstrate a culture of advancement for female employees. Since the firm’s founding in 2009, Krilogy® has focused on building a team that encompasses a variety of perspectives and experiences. Krilogy® President and CEO, Kent Skornia, believes that “a broad base of perspectives allows us to be the best version of ourselves possible. To accomplish this, we’ve taken a serious and deliberate approach to diversity and inclusion, managing the recruitment process as an educational endeavor to advance the profession to a broader spectrum of women.” Read MoreAward Disclosure
  • TWP_St_Louis_Portrait_2021_AW_web.pngThe St. Louis Post-Dispatch’s annual Top Workplaces award recognizes companies in the St. Louis region who demonstrate workplace excellence. Krilogy® President and CEO Kent Skornia said: “When Krilogy® was founded in 2009, we had a vision to create an environment where people would be excited to come to work, and clients would feel they were at home. As we’ve grown, we’ve attracted amazing professionals who are committed to this vision and work together to support everyone’s success. I’m honored by this most recent recognition, and congratulate the entire team for their dedication, abundance and leadership.” Read MoreAward Disclosure