Mr. Steorts has been working as a Registered Investment Advisor since 1991. He provides a consultative approach to both building wealth today and preserving it for the future through an experience based approach to the selections of investments which are well suited to the needs of the mature, serious, long-term investor. His unique process is designed to limit loss exposure which is so evident in many portfolios today.
Mr. Steorts’ experience includes: Services as a US Air Force Officer engaged in weapon system procurement; Regional Financial Analyst with Ford Motor Company responsible for several multi-billion dollar budgets;launching and building a regional transportation company with operations in California, Utah and Idaho; election to the board of directors of Allied Van Lines for two terms serving on the Finance and Audit Committee, Real Estate Committee and Executive Committee serving as Corporate Treasurer. Additionally, he currently serves as an Adjunct Professor of Economics and Finance at both the Junior college and University levels.
Mr. Steorts was born in Salt Lake City and has lived in several areas of the country as dictated by his early career. He and his wife have lived in Bountiful Utah since the mid 70’s, where together they have raised three sons.
- BA in Finance & MBA- University of Utah School of Business
- FINRA Licenses: Series 7, Series 63, & Series 65
Areas of Focus
- Wealth Management
- Asset Allocation
- Estate and Wealth Transfer Planning Strategies