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
Recent episodes from Mike Saunders, MBA (see all)
- Episode #15-Janet on First Dates or Friend Zone-The All In-Definitely Podcast with Anwar R. Sadeek and Cyana Alvarez - December 2, 2022
- Interview with Elizabeth Kinsey Loan Originator with Prime Lending - December 2, 2022
- Interview with Kelley C. Pyles, CFP Certified Long Term Care Specialist with Royal Fund Management - December 1, 2022