Steve Hamilton, JD, CLU®, ChFC®
Steve has over 30 years of experience in the financial services industry. He has worked for two trust companies and held various positions in the insurance industry including: multi-line agent, Director of Advanced Markets, and Senior Counsel for Compliance.
His areas of specialty include estate planning, business succession, and IRA/annuity distribution options.
Steve believes that the most important element in the financial planning process is starting with what the client wants and understanding their unique situation.