CenterStone Advisory Group

At CenterStone Advisory Group, we want our clients to feel confident about their financial future. Our mission is to help clients identify and plan to accomplish their unique financial goals. Our team name reflects a commitment to our core values of client-focus, strength, and stability.

It is our objective to provide clients with a professional investment team that has a reputation for integrity and premier service. We believe our strength lies in the power of our team, and we are proud to put our 115 years of combined experience in the financial services industry to work for our clients.


Advisors

Joseph Rosenbaum

Joseph Rosenbaum

Financial Advisor

Managing Director
Visit Joseph Rosenbaum's website
Paul Liberatore

Paul Liberatore

CPA

Financial Advisor

Vice President
Visit Paul Liberatore's website
Barry Jateff

Barry Jateff

Financial Advisor

Visit Barry Jateff's website

Team

Alicia D. Ross

Alicia D. Ross

Lead Registered Client Service Associate,

Practice Manager

Qualifications

  • MBA with honors, Saint Louis University, St. Louis MO
  • B.S. summa cum laude (Finance), Missouri State University, Springfield MO
  • 20 years financial services industry experience
  • Series 7, 63 & 65 securities licenses
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Judy A. Steffens

Judy A. Steffens

Client Service Associate,

Practice Manager

Qualifications

  • 17 years financial services industry experience
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