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Steve has 33 years' experience as a Wealth Advisor, Portfolio Manager, and Assistant Branch Manager at a major bank-owned firm. Having led his own team to perennial Chairman's and President's Councils while coaching advisors across the branch, he understands both advisor realities and managerial mandates.

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Steve Springstead, MBA

Core Discipline:

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Focus. Discipline. Action.

Wealth management practices rarely fail from a lack of vision. They stall from friction in execution. Our execution-focused team accountability system turns team members into leaders and advisors into into effective team CEOs.

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