Meet The Team

Our Team

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Our ability to consistently deliver world-class service in a professional and ethical manner leads to an extremely high level of pride and satisfaction for our team. We are honored to serve our select group of clients and strive to exceed all of your expectations. Click here to learn more about our other team members.

DIANE SHER, CPA, PFS, CFP®, AIF®

Senior Vice President and Senior Financial Advisor

Diane Sher

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314.862.6268
800.215.3449

Diane is a Certified Public Accountant and Certified Financial Planner® who enjoys helping people avoid mistakes, attain personal fulfillment and celebrate their hopes and dreams come true. With 38 years in the financial services industry, Diane has spent the last 30 years providing Comprehensive Wealth Management for her clients. She founded The Sher Group in 2003, which joined Krilogy in 2016.

Professionally, Diane is known for her curiosity and staying current on technical issues, life planning skills, the healthcare and financial services industries and public policy. She averages over 60 hours of continuing education credits per year.

With a Bachelors Degree from both Stephens College (Fashion Design) and University of Missouri – St Louis (Accounting). Diane believes she brings “creative analysis and solutions” to her practice. Among her professional memberships are the American Institute of Certified Public Accountants (AICPA) and the Financial Planning Association (FPA).

Diane is passionate about St Louis Cardinals Baseball, golf, travel and entertaining. She enjoys the theatre and art in many mediums, as well as jazz, rock and classical music.

With her father as her teacher during his recovery from a major illness, Diane developed a love of arithmetic and problem-solving at age 4. Later on she saw her path to a degree and career in public accounting which provided a springboard for all that has followed.

She gives generously of her time to numerous volunteer and charitable endeavors. As a long-time board member, volunteer and advocate for the YMCA at branch, Metro and state levels, Diane embraces the Y’s history and spirit of inclusion, community leadership, health and charity, as well as personal and social responsibility. Diane joined the Board of the Women’s Foundation of Greater St. Louis in 2015, serves on the Programs Committee and chairs the Communications Committee. She has served on the Finance Committee of the Girl Scouts of Eastern Missouri and the Pension Boards of her home community, University City.

Diane’s Resume

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GORGE ESTEVEZ

Financial Planner

George Estevez

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314.862.6268
800.215.3449

Gorge began his career in financial services in 2012, joining Krilogy in 2016 with the acquisition of The Sher Group. He knows his duty goes beyond the numbers and investing as he helps clients understand their current financial situation and plan for their future.

He assists with investment research, portfolio allocation and rebalancing; coordinates the preparation of client financial plans and quarterly reviews; and provides a wide range of client services.

Gorge earned a Bachelor’s Degree from University of Virginia (Major: Religious Studies, Minor: Economics) and a Master’s Degree from Washington University in St. Louis (Finance).

Having researched and invested in mutual funds since his teen years as well as wanting to help others navigate life’s choices and attain their goals, Gorge decided on a career in financial services while pursuing his Master’s Degree.

Gorge is an avid reader who has a passion for learning. He is a former wrestler who follows high school and collegiate (especially Penn State) wrestling closely, attending several events a year. St. Louis Cardinals baseball is a more-recently acquired pastime. Gorge also likes to travel with friends and spend time with his family.