OUR CEO
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Stephen A. Steelman Sr.
Certified Financial Counselor  |  Tax Advisor
Tax Preparer  PTIN#P01902409
​NPN#1167168

​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 extends to 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.