Our Qualifications

Steve H. Nelson has a Bachelor of Science in Finance from Arizona State University (ASU). Steve has over 14 years of experience in the financial industry. He studied Investment Analysis, Financial Markets & Institutions, and Stock & Bond Analysis while at ASU.
 

At our local office we have 7 financial professionals with over 100 years of combined experience. We also have Certified Public Accounts (CPA's) and Certified Financial Planners (CFP's) that are part of our company who help us to develop solid financial strategies that encompass tax planning as well.

 

This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice.