Our Management Team
Research Team | Financial Planning Team | Insurance Team | Retirement Team
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*