2020 Spring Conference Speaker
Steve Hamilton
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.
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.
