Our Management Team

Research Team | Financial Planning Team | Insurance Team | Retirement Team


Shain Steffens

Shawn Steffens

Connie Varian

Shain Steffens
Managing Partner, Financial Planner
[email protected]

FINRA Series 7, 66, and 31 licensed

Life and Health Insurance licensed

AIF®, Accredited Investment Fiduciary®

Five Star Wealth Manager Award Winner*

 

Shawn Steffens
Managing Partner, Financial Consultant
[email protected]

FINRA Series 7, 66, and 31 licensed

Life and Health Insurance licensed

AIF®, Accredited Investment Fiduciary®

Five Star Wealth Manager Award Winner*

 

Connie Varian
Client Services Manager
[email protected]