Voula Francis Portrait

Voula Francis, JD, CFP®


Voula S. Francis serves as the primary trusted relationship advisor for her client families.  She leads teams of internal professionals and, along with a client family’s other advisors, coordinates and builds long-term effective strategies for their investments, taxes, estate planning, cash flow, philanthropic planning, and other family office needs.  Voula is a member of the company’s Trust Committee and Risk Management Committee. She also passionately educates colleagues in the areas of tax and trusts.

Prior to joining the firm in 2012, Voula advised some of the Midwest region’s largest closely held businesses, multi-generational families, and public company executives as a Senior Manager in the Personal Financial Services arm of Ernst & Young’s tax practice.  She has over 25 years of experience in tax, estate planning, trusts, business succession planning, financial planning, and family office services. She is also a CFP®.  Voula graduated magna cum laude from Saint Louis University with a Bachelor of Science degree in Accounting and a law degree.

Outside the office, Voula finds time watch or attend various sporting events (college football, basketball, and rugby are her favorites) read voraciously, and travel to visit museums and historical sites.  She enjoys entertaining family and friends as an aspiring home chef and dreams of one day being a contestant on Master Chef.