OUR TEAM

Our goal, at SteeleWorks Wealth Management, is to provide strategic financial plans that help our clients realize their financial goals and objectives.
 
Michael J. Steele, President, MBA, CLU®, ChFC®

Michael Steele - SteeleWorks Wealth Management

 

“The foundation of sound financial planning is building solid relationships that are built on understanding. When I understand my clients’ goals and aspirations, I can show them how to get there, financially.”

-- Mike Steele

Education

MBA, University of Iowa

BS, Bellevue University

Professional Designations

Chartered Life Underwriter (CLU) designation from the American College

Chartered Financial Consultant (ChFC) designation from the American College

 

Barbara L. Hein, Investment Advisory Representative, CFP®, CDFA™

Barbara L. Hein - SteeleWorks Wealth Management

 

“Everyone has a financial plan--- either by default or design. One by design has proven more financially rewarding.”

-- Barbara Hein

 

Education

BS, University of Colorado, Leeds School of Business

Professional Designations

Certified Financial Planner (CFP) certification by the Certified Financial Planner Board of Standards

Certified Divorce Financial Analyst (CDFA) certification by the Institute for Divorce Financial Analysts