Purse Strings Approved Professionals
Principal Financial Group
When not at work, Steve spends time with family and friends. He is active in many community volunteering projects and loves to mentor new advisors. His free time is for anything outdoors, particularly fishing, hunting, boating, and parachuting.
Our team provides a safe and inviting environment for women ready to learn and grow financially.
Our holistic planning process is confidential and educational with personal and understandable solutions designed to mirror what we hear as important to our clients, their goals needs and objectives.
- Financial Planning
- Investment Management
- Risk Management
- Financial & Business Consulting Services
Steve has been in the financial services industry serving individual and small business clients since 1990. He focuses on helping his clients understand the financial planning process and available solutions. His ideal client is someone who knows they need help, want help, and wants to get started. People who see the value in partnering and don't want to go at it alone is when Steve steps in with his holistic planning approach. Also, he proudly serves multi-generational families and businesses.
Becoming financially savvy is only the beginning. We want our women to surround themselves with a talented and thoughtful team of financial advisors and insurance associates who will help them plan for their future. Yet, we are keenly aware that so many providers in these industries lack the skill set to work with women and their unique needs.
Purse Strings works with Financial Professionals to equip them with awareness, information, and skills so they can engage with and serve the female market.
We vet them for their flexibility, empathy, creativity, strategy, and work style. When a financial professional passes our qualifications, they become Purse Strings Approved—and we know that they are perfectly equipped to serve the diverse demographic of women.