Kevin Maxim

CRPS

CRPS

Managing Director/Investments

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Kevin began working in the wealth management industry in 1998 at a local financial services firm, where he was in charge of their branch profit and loss statements.  Prior to working in financial services, he worked for KPMG Peat Marwick as a health and tax auditor.  He joined Merrill Lynch in late 2001 and transitioned to Stifel in 2020.  He specializes in small business and corporate retirement plans and guidance for affluent families with complex wealth management issues. 

Kevin graduated with a Bachelor of Science in Business for Administration with an emphasis in Accounting from St. Louis University, where he was also a member of the men’s soccer team and the Billiken mascot for four years.  He attained the Certified Retirement Plan Specialist^TM designation from the College for Financial Planning and holds Series 7, 63, and 66 securities licenses.  He was born and raised in Belleville, Illinois, and has always been part of the St. Louis community area.  He specializes in serving clients on both sides of the river. 

Kevin has been married to his wife, Karen, for more than 20 years.  They have three children, and he is excited to see his oldest daughter begin her college career this year as a Division I athlete.

Laurie Netemeyer

Client Relationship Manager

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Laurie joined The Maxim Group in 2018, bringing more than 15 years of experience in the financial services industry.  Instrumental to the team’s overall operations, Laurie is responsible for opening and maintaining client accounts, reporting, and client relations.  She is the main point of contact for various administrative and operational client services.

Laurie graduated with a Bachelor of Science in Business Administration from Southern Illinois University – Edwardsville. She holds series 7, 63, and 66 securities licenses. Laurie currently lives in Aviston, Illinois, with her husband, Matt.  Together, they have two daughters, Aubrey and Lily, and one son, Lane.

Emily Heimann

CRPS

CRPS

Client Relationship Manager

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Emily graduated with a Bachelor of Science in Business Administration from Southeast Missouri State University, where she was a member of the women’s volleyball team.  She attained the Certified Retirement Plan Specialist™ designation and holds Series 7 and 66 securities licenses.  She lives in Aviston, Illinois, with her husband, Kyle, and son, Gabriel.