MEET OUR ADVISOR TEAM

STEVE STATZER, CES™

CERTIFIED ESTATE AND TRUST SPECIALIST
What do you enjoy most about wealth management?
I enjoy meeting and helping people find solutions to their life goals. Furthermore, every day is different and presents a new challenge which keeps me motivated and excited about what I do.
What is the biggest challenge?
Balancing my time – there is never enough time in the day. All my clients are a priority so it is hard to cover all the bases that I set out to do in one day.
What professional accomplishments are you most proud of?
Always providing quality service to my clients.
What qualities of yours makes you best suited to do what you do?
My work ethic and my integrity which is something I will not compromise.
How should people think about their wealth?
Taken seriously for its useful purpose. The way a person treats their wealth reflects their personality and shows their discernment. They must put value on the wealth and the financial responsibility that they have earned.
What do you love to do outside of work?
I teach martial arts and I enjoy volunteer work with kids. My goal is to teach them to be a responsible warrior and utilize their abilities and strength with discretion. I also enjoy bike riding and I am an avid coin collector.
What is the most influential book you’ve read?
"The Slight Edge" by Jeff Olson 
What personal accomplishments are you most proud of?
Receiving my third degree black belt.
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