Broker Check
Steven M. Hollis, CFP®

Steven M. Hollis, CFP®


Steve firmly believes that “ours is a relationship business.” Always encouraging his staff to better serve the client, Steve’s number one asset is his passion for clients. He enjoys working with a diverse set of clients, typically retirees or soon-to-be retirees, but has a particularly soft spot for widow(er)s. Steve says that the most satisfying work he does is advising widow(er)s, along with their families, through one of the most difficult transition times.

After graduating from the University of Missouri St. Louis, Steve began his career in 1980 as an auditor at Peat, Marwick & Mitchell. Steve became a Certified Public Accountant but quickly realized it was not his long-term career calling. In 1983, Steve joined his father, founder Ron Hollis, in the family business at Hollis & Associates Financial Group. Back then, the firm practiced estate planning and insurance but Steve realized that he wanted to help his clients in other areas of their finances as well. In 2004, Steve founded Premier Wealth Management Group to focus on comprehensive financial planning. As President and CEO of the firm, Steve’s 30 years of experience offer a multifaceted understanding of the industry and a wealth of knowledge related to investment allocation, estate and retirement planning, tax reduction and overall portfolio management. His many years of experience have given him a better understanding of how to plan for the peaks and valleys of the market.

In his free time, Steve loves relaxing at home with his wife, Vikki, and keeping up with their children and six grandchildren. Riding his motorcycle and fishing are also favorite pastimes. When Steve is able to get away from the office, he enjoys visiting the beach with his family and friends.