Derrick Jenkins

By |2024-05-03T15:32:36+00:00April 29th, 2024|

Derrick’s Jenkins is a seasoned Insurance and Financial professional with over 30 years of experience. Mr. Jenkins has had the privilege of providing insurance and financial services to individuals, small business owners, professional athletes, medical and legal professionals as well as Hospitals and Large Professional Associations. Mr. Jenkins provides his small business clients tax efficient

Jeffrey Boettcher

By |2022-08-25T07:20:17+00:00April 9th, 2021|

Jeff Boettcher is known for his ability to make the complex simple while helping navigate his clients through the challenges of making the right investment decisions. When asked what he is most passionate about professionally his answer was true to character, “Helping my clients – I love being able to solve their problems. People are

Todd Carmack

By |2022-05-18T10:39:59+00:00April 9th, 2021|

Todd grew up in Dubuque, Iowa, where he learned the value of a dollar and a good work ethic. Todd was in boy scouts and became an Eagle Scout. He attended college at Iowa State University and graduated in 1994. Todd then moved to Chicago, where he managed restaurants for a few years and then

Aaron Steele

By |2022-10-15T12:37:39+00:00April 9th, 2021|

Steele Capital Management – Financial Planner Aaron is a Financial Planner with 25 years’ experience. Aaron specializes in Retirement Planning, Wealth Accumulation, Wealth Preservation, Estate Planning and Fee Based Portfolio Management. A portion of his practice is dedicated to helping to solve the financial problems created by unexpected LTC costs. Advising and guiding families on

James Trueman

By |2022-08-31T06:37:10+00:00April 9th, 2021|

James P. Trueman was born in Philadelphia PA and grew up in the South Jersey area. He went to Rutgers University and graduated from the College for Financial planning. He started his career in Insurance in 1978. He moved to Buffalo NY as an executive and General Manager for a major Insurance Co. During this