Steve Wheatcroft

• Specialize in putting high-grade alternative investment opportunities in front of athletes, musicians, entertainers, etc.
• Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
• Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
• Actively participated in marketing initiatives aimed at increasing brand awareness within the community.

• Provided recommendations for education funding, estate planning and insurance gap analysis.
• Assisted clients with planning for and funding retirements using mutual funds and other strategies.
• Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
• Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.

I was a professional golfer who played 14 straight years on the PGA Tour and the Korn Ferry tour. I was a 2-time winner on the Korn Ferry tour and competed all over the world for the better part of two decades. I was involved in numerous sponsor valuation programs and enjoyed working with junior golf programs across the country.