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 chairs the firm’s Trust Committee, is a member of the Risk Management Committee and passionately educates colleagues in the areas of tax and trusts.
Prior to joining the firm in 2012, she advised some of the Midwest region’s largest closely-held businesses, multi-generational families and public company executive officers as a Senior Manager in the Personal Financial Services arm of Ernst & Young’s tax practice. She has over 17 years of experience in tax, estate planning, trusts, business succession planning and financial planning and is also a CFP®. After graduating magna cum laude from Saint Louis University with a Bachelor of Science degree in Accounting, Voula’s love for the Billikens continued and she also earned her law degree there.
Although busy most weekends attending her children’s various sporting events, Voula still finds time to read voraciously, visit museums and watch documentaries. As an aspiring home chef who enjoys entertaining family and friends, she dreams of one day being a contestant on Master Chef.
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