Our People

Meet Steve, Personal Financial Advisor,
and Sue, Personal Administrator

Choose Experience and Objectivity!

Steve Hood is a financial advisor with more than a quarter century of experience, concentrating in investment management.

Steve believes in a personalized, risk-averse approach to managing investment portfolios.He specializes in helping his clients find quality investments, and builds and manages fee-based "All Weather" investment portfolios.

Educational background includes professional designations from the College for Financial Planning, Denver, CO, including CRPC, Chartered Retirement Planning Counselor, and CMFC, Chartered Mutual Fund Counselor.

 Steve Hood

Dedicated to Our Clients!

Sue Hood Sue's major responsibilities revolve around client service and satisfaction. She is the liaison between each client and all aspects of their relationship with Steve. Her skills allow her to stay on top of all phases of administration and client service, and her concern for people shines through in everything she does.

29 Years of Helping Our Clients and Friends Meet Their Retirement Goals!