Steve Nielander , CFA

A college professor, Keith Brown, who had his CFA designation spent a great deal of time talking with me during the course of the semester that I had his college Finance class. As I was looking to move from commercial banking after my early career years, I reached out to him and he sponsored me for the CFA program.

There was no singular instance but I was always bothered by the fact that so many people in the country lacked knowledge in financial markets and how to plan for a solid financial future.

With all of the volatility in the markets, I think it is important to work with someone who has experience in challenging times and can help guide investors through experiences of previous periods and how to stay committed to investment plans that have been established for the individuals.

That I really care about them and their families and that I am committed to a high level of customer service and responsiveness to their needs.

Individuals or families that are looking for someone with an openness to spend the time that’s needed to make sure they’re comfortable with plans that are established for them especially when the markets and conditions are challenging.

We look at our clients, not as clients; but, extensions of our family and we really want to be able to help them with their financial lives and wherever we can provide support.

I have been teaching Finance courses at the college level for over 20 years and I believe it can help me explain some of the complexities of our industry in a more understandable fashion.

To understand that there are many very good people that can have different viewpoints than you might; but, they are still very good people.