Steve Powers is an accomplished financial professional with extensive experience in wealth management and financial services. Currently serving as the Director and Wealth Advisor at CLA (CliftonLarsonAllen) since January 2020, Steve has successfully increased assets under management and revenue by over 500% in four years, providing comprehensive financial planning solutions for clients. Prior roles include Senior Director at Aegon Asset Management, where Steve focused on retail distribution and partnerships with Transamerica, and Field Wholesaler at Incapital, achieving significant sales growth in a startup territory. Additionally, Steve has served as Western Territory Manager for LPL Financial, enhancing relationships with financial institutions, and as a Product Specialist at Evergreen Investment Management, driving sales increases through collaboration with financial advisors. Steve holds a Bachelor of Arts in Economics from North Carolina State University.
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