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Scott Steiner has been dedicated to serving his clients since 1996. Scott graduated from The American College for Financial Planning and has his LUTCF designation. As a Registered representative, Scott’s mission is to help his client’s structure and implement a financial strategy that is specific to their individual and family goals and needs.
Scott focuses on Estate organization, Business Continuation, Education Savings, and Long-Term Care solutions. He uses a variety of vehicles to accomplish this, including: Mutual Funds, Annuities and Life Insurance, Disability and Long-Term Care Insurance plans.
Scott takes pride in being an active member of his community. He is a Colorado native and a 1987 graduate of Mesa State College in Grand Junction, Co. He is recently married to Katrina, and together they have four children. Annessa, Alex, Emily, and Hannah. They have a Bernadoodle, Chaka, which is our newest addition. Scott enjoys time the most with Katrina, the children and family and friends!
Scott’s interest’s include coaching Soccer and basketball, (middle school age mostly) Mountain Biking, golfing, and going out to the great outdoors on their side by side. He is highly active and loves to volunteer for a great cause and was a youth group volunteer for seven years.
Scott also is a part of the Dave Ramsey network and is a Smartvestor Pro*. He has enjoyed helping and mentoring people through Dave Ramsey’s network for 6 plus years. Scott supports Jeremy house and United way as past board members.
Scott is not registered as an Investment Advisor Representative and cannot offer advisory products or services in that capacity.
*Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program are not affiliated with Cambridge Investment Research. Cambridge Investment Research is not sponsored or endorsed by RAA.