Our Principals
BERT SCHWEIZER III, CPA/PFS
BERT SCHWEIZER III, CPA/PFS
Bert Schweizer III co-founded Buckingham Strategic Wealth in 1994 with a vision that families needed a trusted advisor to help map out their financial objectives and provide sound financial advice while acting in their best interests. He has served as wealth advisor, chairman and CEO, helping guide Buckingham’s growth to more than $8 billion of assets under management.
KEN KLEBAN, JD
KEN KLEBAN, JD
Ken Kleban was a partner for 45 years at the international law firm of Bryan Cave Leighton Paisner LLP, a firm with more than 1400 attorneys spread across 31 offices in North America, Europe, the Middle East and Asia. In the first half of his legal career, Ken specialized in tax matters representing closely held businesses, well known St. Louis-based large corporations and high net worth families. A large part of Ken’s practice involved estate, income tax and succession planning. At the firm’s request, Ken changed the focus of his practice in the mid-1990s to resolving multi-billion dollar Federal income tax controversies for Fortune 100 companies. Ken continued to work closely with estate and tax planning attorneys to ensure that his clients received state-of-the-art advice.
STEPHEN B. DAIKER
STEPHEN B. DAIKER, JD
Stephen B. Daiker is a highly regarded attorney specializing in estate, tax, and trust planning for high net worth families and owners of privately-held businesses. Steve has been recognized by Chambers, Best Lawyers, and Super Lawyers for his expertise as an estate planner, and has been published in many reputable journals including Taxation for Accountants, Taxation for Lawyers, The Florida Bar Journal, The Journal of the Missouri Bar, The Journal of Financial Planning, and Tax Management Journal of Estates Gifts and Trusts. Steve has served on numerous boards of charitable organizations, including the St. Louis Community Foundation, the Endowment Council of the St. Louis Art Museum, and the Legacy Council for the Donald Danforth Plant Science Center.
BILL MORGAN
BILL MORGAN, CPA/PFS
Prior to affiliating with Private Fiduciary Solutions, Bill’s professional career included 25 years of investment implementation and personal financial planning experience when he worked with clients and other financial advisors to deliver personalized wealth strategies. A deep commitment to understanding the client’s profile and priorities provided the foundation for every recommendation. Bill remains a valued consultant to several significant high net worth families.
HARVEY N. WALLACE
HARVEY N. WALLACE, CPA/ABV,CVA, CGMA
Prior to joining Private Fiduciary Solutions LLC, Harvey was a respected leader at Armanino LLP, one of the top 20 largest independent accounting and consulting firms in the United States. He joined Armanino following its merger with Brown Smith Wallace LLP, where Harvey played a pivotal role as a co-founder and Managing Member. During his tenure at Brown Smith Wallace, he was instrumental in leading the firm’s growth and mentoring the next generation of financial professionals.
Harvey’s commitment to excellence, client service, and ethical standards has earned him a strong reputation within the accounting industry. He remains actively engaged in community service, charitable boards and civic initiatives.