O’FALLON, Ill. – Visionary Wealth Advisors has added Steve Gustafson, CPA, as the firm’s chief financial officer. Gustafson will be responsible for financial reporting, processes and financial planning for the firm.
Prior to Visionary, Gustafson (left) provided public accounting services to financial companies for more than 30 years. He has expertise in tax planning, tax compliance, and due diligence procedures in acquisitions.
“Steve brings 30 years of tax planning advice to business owners,” said Brett Gilliland, founder. “When you pair his experience with his masters in taxation and CPA credential; a tremendous amount of value is being brought to our clients.”
Gustafson joined the firm on October 1, and will work between the firm’s Brentwood, Mo., and O’Fallon, Ill., offices, traveling as needed to meet with clients.
Visionary Wealth Advisors currently has offices in Edwardsville, O’Fallon, St. Louis and Miami. Plans are in the works to open additional offices throughout the U.S.
Visionary Wealth Advisors is an independent Registered Investment Advisor, founded in March 2014 by Brett Gilliland and Tim Hammett. Visionary Wealth Advisors provides a visionary approach to all aspects of financial planning and wealth management including retirement, college and estate planning, life, disability and long term care insurance and small-business retirement plans.
For more information, visit VisionaryWealthAdvisors.com.
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