Former President and Founder of First Secure Strategies.
Steve began a professional career as a real estate broker and owner of Williams Real Estate in Excelsior Springs, MO. After 8 years of service, Steve found his true passion was not in matching people to houses, but rather in matching people to appropriate financial services. This was precipitated by noticing that many of his real estate clients had no retirement plan other than paying off their mortgages.
Steve embarked on a career with a division of Citibank, learning about various financial products and working with a diverse set of clientele. During his 10 years at Citibank, he obtained security licenses 6, 63, and 26 along with a life insurance license. With the market turmoil of the early 2000’s, Steve saw how important it was to provide ways to safeguard a client’s assets.
Steve is very proud to be associated with O’Dell, Winkfield, Roseman & Shipp, and have access to