Grant Steffes is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Steffes Financial, Ltd. since 2020, following four years at Ernst & Young, LLP. Steffes Financial, Ltd. serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm integrates fundamental and technical analysis with tactical and strategic asset allocation, managing approximately $611 million in client assets with two advisors.

Christopher Stakley is a CFP® professional with 16 years of experience in financial advising. He has been with Steffes Financial, Ltd. since 2014 and previously worked at Cambridge Investment Research, Inc. He is also an independent insurance agent for various insurance companies. Steffes Financial, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate entities, providing discretionary portfolio management, retirement-account consulting, qualified retirement plan advisory, and hourly financial planning. The firm manages over $537 million in client assets and employs both strategic rebalancing and tactical asset-allocation adjustments based on multiple analysis methods.