Steve Dumstorff, CPA/PFS

St. Louis, MO Office
Investment Advisor Representative: KEB Asset Mangement, LLC
Partner: Kerber, Eck & Braeckel LLP

Steve Dumstorff is an accomplished financial professional with 22 years of experience in the public accounting arena. After graduating in May 1990 with a bachelor’s degree in Accountancy from the University of Illinois at Urbana-Champaign, Steve joined the team at Pritchard Osborne, LLC. He received his CPA certificate in 1991 and was elected partner in 1999.

On January 1, 2013, Pritchard Osborne, LLC and KEB merged. Steve is a native of the St. Louis metropolitan area and is the lead tax partner in the firm’s St. Louis office. Steve has distinguished himself by being awarded the Certificate of Educational Achievement in Tax Planning and Advising for Closely Held Businesses from the American Institute of Certified Public Accountants in December 1999. From idea to startup to growth to maturity and, ultimately, to sale of closely held businesses, Steve has extensive experience in the tax, financial, and business aspects of the small and medium size business cycle.

In addition, Steve is one of the leaders in the firm’s personal financial planning and investment advisory practice. He is a member of KEB Asset Management, LLC and is a licensed Registered Investment Advisor in Missouri and Illinois. In 2000, Steve received the Personal Financial Specialist accreditation from the AICPA. He met six requirements to earn the designation, including passing a technical exam covering the five functional areas of personal financial planning: personal income tax planning, risk management and insurance planning, investment planning, retirement planning and estate planning. Steve also received recognition by Accounting Today as one of 2012’s leading CPA Financial Planners. With an extensive tax, estate and wealth planning background, Steve is also an active member of the St. Louis Estate Planning Council.

Steve brings an entrepreneurial spirit to the organization as well, having participated in numerous start-up private equity ventures. Over the last twenty-two years, Steve has built a strategic tax, financial, and business planning skill set that allows great flexibility in the scope of his active engagements. This unique skill can help resolve even the most complex transactions and financial decisions providing a valuable perspective and wealth enhancement opportunity for our clients.

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