Steve Seals is a Kentucky native and former US Marine whose career in the financial planning industry began in 2004. He holds a bachelor’s degree in accounting and has previously worked with and learned from the firms of Edward Jones, US Bank, University of Kentucky Federal Credit Union and CUSO Financial.
When at the University of Kentucky Federal Credit Union, Steve developed a program focused on individualizing 403b retirement portfolios for faculty and staff. During this time, he received several awards including Silver and Gold Pacesetter Awards, President’s Club Award, and the President’s Superior Client Service Award.
With over 17 years’ experience as an investment advisor, Steve’s business is founded on getting to know each client personally, allowing him to help provide sound financial advice throughout their career and into retirement. He holds Security Series 63 and 65/66 through Keystone Financial Group, LLC, and various Life, Health, and Variable Insurance licenses.
Steve is married to Angie and they have three daughters (Lauren, Peyton, and Ashton) and one grandson (Kenyon) with another on the way. Steve holds a private pilot’s license, and the family enjoys sports, spending time at the lake and traveling.