I started my career as a CPA working for a large accounting firm and then worked for several years at a large life insurance and investment financial services company in the corporate mergers and acquisitions group.
During this time, I had the desire to leverage the financial knowledge and experience I had to help individuals one-on-one with their tax, investment, and retirement planning.

started Simply Steward in 2017 as an independent wealth management firm focusing on the needs of successful entrepreneurs and individuals and couples within 5 years of a retirement transition.

Stewardship is the foundation of my wealth planning philosophy – we’re entrusted with financial resources to make a better world for our families, local communities, and the world.

Learn More: http://www.simplysteward.com

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• Recent Episodes

Mike Saunders, MBA

Mike Saunders is the #1 Authority Positioning Coach , the author of Amazon Bestselling book Authority Positioning for Financial Professionals,Adjunct Marketing Professor at several Universities, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Recent episodes from Mike Saunders, MBA (see all)

• Interview with Marc Hernandez, Founder of MAH Financial Services -Risk Tolerance in Retirement - March 26, 2026
• Interview with Marc Hernandez, Founder of MAH Financial Services -Determining if an Annuity is Outdated? - March 26, 2026
• Interview with Marc Hernandez, Founder of MAH Financial Services -How AI Displacements May Impact Retirement - March 23, 2026