Our People
Meet Steve, Personal Financial Advisor,
and Sue, Personal Administrator
Choose Experience and Objectivity!
More than 30 Years Helping Our Clients and Friends Meet Their Retirement Goals!
Steve Hood is a financial advisor with more than thirty years of experience, concentrating in retirement planning and investment management.
His educational background includes studies in retirement planning and investment management from the College for Financial Planning, Denver, CO.
Steve recognized the 2008 market meltdown early and moved his clients’ assets to safety. His dedication to his clients’ best interests and philosophy of safety first helped protect their financial security.
Dedicated to Our Clients!
Sue’s major responsibilities revolve around client service and satisfaction. She is the liaison between each client and all aspects of their relationship with Steve. Her skills allow her to stay on top of all phases of administration and client service, and her concern for people shines through in everything she does.
