Steven Nelson has been a leader in the insurance industry for almost 30 years. his broad base of insurance experience and knowledge has enabled him to become a trusted advisor and lead insurance resource to family office managers, private equity firms, estate planning attorneys and cpas. While earning his bachelor’s degree in English, with a double minor in economics and business administration, Steven played football and baseball and moved on to play semi-pro baseball for five years after graduation. Steven’s work with the Special Olympics and Big Brothers Big Sisters of America keeps him an active member of his community.
Kidnappings, extortion, cyber-extortion threats: Are you prepared and protected?
A fact we all know: The world is in a constant state of change. However, the rate of change has never been more rapid and unpredictable than it is today. More importantly, with the unending global change come new types of threats not before seen in many locations around the world. The threat of kidnappings, […]
Should I employ different strategies for accumulating wealth vs. managing it?
Without question, building a business or career—the “accumulation” phase for wealth—requires its own set of strategies, not to mention risks. Then, as wealth begins to grow, a complementary but somewhat different set of management strategies becomes necessary to protect and preserve that wealth during the client’s lifetime and for future generations. We like to say […]
