As an Investment Advisor Representative (IAR), Steve Gibson works solely on behalf of his clients in a Fiduciary capacity, which obligates him to act in the best interests of his clients.
With 12 years of experience in the financial industry, holding a bachelor’s degree in Business Finance, an insurance license, Series 65 license, as well as having the designation of a Certified Annuity Specialist®, he has the credentials to guide your financial path.
Steve makes sure his clients find the right financial solutions to fit their goals and needs regardless of what stage they are in life. Whether you are a Gen Zer or millennial looking to get a head start on your financial future, a Gen Xer looking to preserve but still grow your money as you prepare for retirement, or a baby boomer needing to guarantee a happy retirement by taking a lot of unnecessary risk off the table, Steve will customize a plan specifically for you depending on what your goals are and what you’re looking to accomplish.
In his down time, Steve enjoys working out at the gym, wakeboarding, snowboarding, watching live sporting events, camping, and spending time with his beautiful wife, Olivia. Together they enjoy traveling, hiking with their dogs, and seeking out new restaurants and culinary experiences to enjoy.
As a dedicated family man, he knows the importance of being a provider, and understands the level of commitment his clients make when entrusting him with the financial security of themselves and those for whom they provide.