Meet our team
Steve is a Registered Representative of LPL Financial and a licensed insurance agent.
My role is to understand where you are at, where you’re going, your asset and income sources, then give you the information to make informed decisions.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Liberty Federal Credit Union [Liberty FCU] and ETFCU Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ETFCU Financial Group, and may also be employees of ETFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ETFCU or ETFCU Financial Group. Securities and insurance offered through LPL or its affiliates are: FR-3604833.1-0521-0623
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident or any other state.