Tampa, Florida, United States
4K followers 500+ connections

Join to view profile

About

I specialize in developing tailored financial strategies designed to fit your specific…

Activity

Join now to see all activity

Experience & Education

  • Principal Financial Group

View Steven’s full experience

See their title, tenure and more.

or

By clicking Continue to join or sign in, you agree to LinkedIn’s User Agreement, Privacy Policy, and Cookie Policy.

Licenses & Certifications

Volunteer Experience

  • NAIFA Graphic

    Member

    NAIFA

    - Present 35 years

    Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is the oldest, largest and most prestigious association representing the interests of insurance professionals from every Congressional district in the United States. Our mission – to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members – is the reason NAIFA has consistently and resoundingly stood up for agents and…

    Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is the oldest, largest and most prestigious association representing the interests of insurance professionals from every Congressional district in the United States. Our mission – to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members – is the reason NAIFA has consistently and resoundingly stood up for agents and called upon members to grow their knowledge while following the highest ethical standards in the industry.

    NAIFA Members are:

    Insurance agents
    Financial Advisors
    Multiline Agents
    Health Insurance and Employee Benefits Specialists
    Both Captive and Independent Advisors
    New to the Business, Industry Leaders and Everyone in Between.
    Vision Statement
    The National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.
    Mission Statement
    The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

  • HILLSBOROUGH COUNTY VETERANS HELPING VETERANS INC Graphic

    Veteran Mentor

    HILLSBOROUGH COUNTY VETERANS HELPING VETERANS INC

    - 4 years 2 months

    Human Rights

    "to care for him who shall have borne the battle..."
    Abraham Lincoln March 4, 1865

  • NAIFA Graphic

    Trustee

    NAIFA

    - 2 years

    The members that sit on the National Board of Trustees are either nominated and approved by the Governance Committee or appointed by the Committee. Members typically rise through the chairs at the local and then state level before being selected to the National Board of Trustees.

    Additionally, the Secretary position is one that the Governance Committee selects and will be the future President after moving from Secretary to President-Elect to President.

    The Board of Trustees…

    The members that sit on the National Board of Trustees are either nominated and approved by the Governance Committee or appointed by the Committee. Members typically rise through the chairs at the local and then state level before being selected to the National Board of Trustees.

    Additionally, the Secretary position is one that the Governance Committee selects and will be the future President after moving from Secretary to President-Elect to President.

    The Board of Trustees purpose is to provide oversight of the membership of NAIFA, provide visionary direction to the CEO and interface with volunteer leadership.

  • Epilepsy Foundation Graphic

    Volunteer Leader/Fundraising

    Epilepsy Foundation

    - 21 years 9 months

    Children

    Golfing for kids Classic- For the past twenty-four years the 300+ members of the National Association of Insurance & Financial Advisors-Tampa have organized the Golfing for kids classic. Following the original mission "to give back to the community where we work and live," the organization has raised over $450,000 for local charities. The classic's purpose is to raise funds for the Epilepsy Services Foundation which sends up to twenty-five kids with epilepsy to Camp Boggy Creek, a…

    Golfing for kids Classic- For the past twenty-four years the 300+ members of the National Association of Insurance & Financial Advisors-Tampa have organized the Golfing for kids classic. Following the original mission "to give back to the community where we work and live," the organization has raised over $450,000 for local charities. The classic's purpose is to raise funds for the Epilepsy Services Foundation which sends up to twenty-five kids with epilepsy to Camp Boggy Creek, a medical-friendly camp co-founded by the late Paul Newman and General Norman Schwarzkopf.

Courses

  • FINRA

    Series 7, 66, 24 & 53

  • Florida Department of Financial Services

    215 & 220 licenses

Languages

  • English

    Native or bilingual proficiency

Organizations

  • NAIFA- National Association of Insurance and Financial Advisors

    NAIFA-Florida President

More activity by Steven

View Steven’s full profile

  • See who you know in common
  • Get introduced
  • Contact Steven directly
Join to view full profile

Other similar profiles

Explore top content on LinkedIn

Find curated posts and insights for relevant topics all in one place.

View top content

Add new skills with these courses