Strategic Partners

Ronald Cepikoff, CEP®, AEP®, CTE, CLU®, ChFC®
Senior Vice President, Estate Planning Coordinator

  • 33 years of experience in estate planning, insurance, and investments
  • Certified Estate Planner™ designation, National Institute of Certified Estate Planners
  • Recipient of the Chartered Financial Consultant® designation, American College
  • Accredited Estate Planner® Certification, graduate degree, National Association of Estate Planners & Councils
  • Chartered Trust and Estate Planner™ designation, American Academy of Financial Management
  • Recipient of the Chartered Life Underwriter® designation, American College
  • Series 7 (General Securites Representative), Series 8 (General Securities Sales Supervisor), Series 24 (General Securities Principal), Series 65 (Investment Advisor Representative), and Life and Health Insurance licenses
  • Past President National Association of Insurance and Financial Advisors, Pittsburgh Association
  • Member, Golden Key Society, American College
  • Member, Estate Planning Council of Pittsburgh
  • Member, National Association of Estate Planners & Councils
  • Member, National Institute of Certified Estate Planners
  • Member, American Academy of Financial Management
  • Past Vice President of The Make A Wish Foundation of Western Pennsylvania

 

Brent Robbs, CPA
Tax Planning Consultant

Mr. Robbs provides tax planning support to financial advisors and their clients by reviewing and analyzing current tax situations, then presenting tax planning concepts to help them make informed investing decisions. Prior to joining Stifel, he worked as a tax accountant for Anders Minkler Huber & Helm LLP, a public accounting firm. Mr. Robbs graduated from the University of Illinois at Urbana-Champaign with a degree in accountancy. He is a Certified Public Accountant and holds the Series 7 and 66 securities registrations, as well as Life, Health, and Variable Insurance license.

 

Stephen Lestmann, JD
Estate Planning Specialist

Stephen serves as a resource to financial advisors and their clients in matters of estate planning, estate and gift tax planning, and estate and trust administration. Prior to joining Stifel, Stephen was in private practice as an attorney. While guiding his clients through the estate planning process, Stephen gained valuable experience drafting estate planning documents, including wills, revocable living trusts, powers of attorney, and advance health care directives.

Stephen graduated summa cum laude from Saint Louis University with a bachelor’s degree in business administration. He then received his Juris Doctor from Saint Louis University School of Law. Stephen is admitted to the bar in Missouri and Illinois. He holds the Securities 7 (General Securities Registered Representative) and 66 (Uniform Registered Investment Advisor) securities registrations, as well as his Life, Health, Variable Contracts, and Long-Term Care Insurance licenses.