Steve Replogle, CFA, CPA, CTFA

Steve Replogle

Steve Replogle joined InvesTrust Consulting in 2020 and serves as a consultant for the firm’s non-affiliated clients.

Steve’s 17-year career experience in the trust and financial services industry includes serving  as a trust investment officer and a trust administrative officer where he was responsible for the oversight and administration of multi-generational trust relationships. He then transitioned to a wealth advisor role for a registered investment advisory firm where he specialized in providing comprehensive wealth management solutions for high-net-worth individuals and families.

Steve earned a B.S. in Marketing from Eastern Illinois University. He is a Certified Public Accountant, CFA® charterholder and has achieved the Certified Trust and Financial Advisor designation. He is a member of the CFA Institute, CFA Society of Oklahoma, Institute of Certified Bankers and Oklahoma Society of CPAs. He currently serves on the boards of Stand In The Gap Ministries and The First Tee of Metropolitan Oklahoma City.

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