We are a Veteran owned family business that has grown from its small beginnings to becoming a trusted and renowned field leader in the industry.
Our main objective is to provide our clients with expert advise and the tools necessary to achieve their financial goals and prepare for retirement. With the help and support of our experienced team members along the way, we're sure to help you reach new heights.
Our main objective is to provide our clients with expert advise and the tools necessary to achieve their financial goals and prepare for retirement. With the help and support of our experienced team members along the way, we're sure to help you reach new heights.
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Stephen A. Steelman Sr.
CEO & Founder of The Steelman Group Certified Financial Counselor | Tax Advisor Tax Preparer PTIN#P01902409 NPN#1167168 [email protected] Steve Steelman is a seasoned financial professional with an impressive 27-year track record in the industry. His commitment to excellence and genuine care for this clients is underscored by his lifetime licensing for health and life insurance, as well as his Series 7 registration, acquired over his years of service. He has been a Certified Financial Counselor since 1996 and a Licensed Income Tax Preparer since 1997, making him a trusted source in the industry. Beyond his financial expertise, Steve is dedicated to helping teachers understand the intricacies of TRS (Teacher Retirement Services) and 403(b) retirement programs. As the founder of the Steelman Group, he has taken the initiative to bring all financial needs and services under one convenient umbrella for his clients. As a Veteran, Steve’s commitment to service comes from his military background as an Emergency Medical Technician and Combat Medic in the United States Army. Alongside his vast professional achievements and deep understanding of the industry, he is a devoted husband and proud parent of two children, with the joy of three grandchildren adding warmth to his personal life. |
Regina Ludolph
Managing Partner Over 9 years of experience as: - Financial Counselor - Licensed Life Insurance Agent [email protected] |
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Stephanie D. Steelman
Administrative Assistant [email protected] |
Jennifer Sabo
National Sales Director Life Insurance Division [email protected] |
Proud Member of The Greater Anna Chamber of Commerce