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Financial & Tax Strategies and Gary Goldberg, Proud Supporter of our Local Community!

Allie Stepzinski joined the team in January 2024 and brings over 28 years of experience in the field of Marketing, Design and Public Relations. Allie looks forward to coordinating all public relations activities. She plans to continue marketing communications to keep all of our current and prospective clients up-to-date by developing a media relations strategy, seeking high-level placements in the community, whether it be through online media, blogs, print media and more!

Allie is married to her husband Jay, and the mother to Brady, Bella and her two step-children Brady and Kyra. In her free time she enjoys watching her children play baseball, football and volleyball. She also loves traveling and spending time with her friends and family and her family pets, Simba, Holly and Zona.  Allie is also the owner of two businesses, she travels around and runs a paint party business, Art with Allie and also runs an online store, www.allieoopdesigns.com.

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Allie Stepzinski
Director of Public Relations
Office: 314-991-9005, ext. 3

astepzinski@cfiemail.com

Director of Public Relations

Financial & Tax Strategies, LLC
Gary Goldberg, Wealth Manager

4 Eagle Center, Suite 3, Upper Level

O'Fallon, IL  62269

Tel:  314-991-9005 
  800-966-1690

Email: ggoldbergadmin@cfiemail.com

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© 2025 by Financial & Tax Strategies, LLC.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities & advisory services offered through Centaurus Financial, Inc., a registered broker/dealer and Registered Investment Advisor. Member FINRASIPC. F&TS, LLC. and Centaurus Financial are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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