I began my financial services career over 30 years ago, with Shearson American Express. My practice focus is helping individual investors with decisions and plans for long-term wealth accumulation.
My greatest professional satisfaction lies in the number of clients I serve, which include children and grandchildren of long-standing client relationships.
Our Partnership
I have known the Steffens brothers, Shawn and Shain, since 2007. I am grateful to be able to make myself available to my clients, for the resources and services of Steffens Financial, and once again to be working alongside my friends, Shawn and Shain Steffens.