Steve Beatty

Steve Beatty

President

Phone: 702-804-6474
Fax: 702-804-1981
E-mail:

Steve Beatty has been a financial advisor since 1989.  He has worked with owners of closely held businesses primarily since 1994. Steve has been a member of the Million Dollar Roundtable since 1993. Steve has qualified for the Top of the Table since 2004, a distinction that only the top .2% of financial advisors worldwide.

Steve has specialized in working with business owners in the areas of strategic tax planning, wealth management, business planning and estate planning. Steve has earned his Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies at the University of Pittsburgh. He also became one of the first graduates of the 401k Coach Program, a national program from prominent 401k advisors.  Steve and Christine purchased Executive Benefit Services, Ltd., now 401k Administrators in September, 2006 to handle retirement plan administration.

Steve has lived in Las Vegas since 1988. He graduated from the University of California-San Diego with a degree in Political Science. He started as sportswriter at age 16, working for the Colorado Springs Gazette-Telegraph, San Diego Union and Los Angeles Times. He spent his junior year of college on an exchange program in Bergen, Norway, where he met his wife, Hilde. The two have been married since 1989 and have three children, Michele, Thomas, and Lauren. Steve enjoys golf and racquetball.

Professional Achievements
• Million Dollar Roundtable Member since 1993
  The Premiere Association for Financial Professionals ®
- Top of the Table Member since 2004
- Court of the Table Member since 2002
• Wealthy 100
- Member and Founder of Las Vegas chapter
• Top 40 Under 40
- In Business Las Vegas

Community Service
• Faith Lutheran Junior and Senior High Business Advisory Council
- Executive Board Member
• Girls Youth Softball Coach
• Boys Youth Baseball Coach