Our Qualifications

We have been working with individuals and businesses in the area for over 20 years.

We have extensive personal and professional experience.

Steve holds various professional designations, and  is registered in 16 states to sell a variety of investment and insurance products through LPL Financial, the nation’s largest independent broker/dealer.*  He is assisted by Katie Geyer, who also has several years of industry experience.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

* As reported in Financial Planning magazine 1996-2015, based on total revenues.