Steve Goodman

Steve Goodman serves as the Advanced Insurance Planning Director at Covr Financial Technologies since September 2024. With extensive experience as the CEO of SHG Planning, Inc. since July 1985, Steve specializes in business succession and wealth preservation for high-net-worth and ultra-high-net-worth individuals, employing advanced tax reduction strategies. Previously, Steve was an Official Member of the Forbes Business Council from August 2020 to August 2023 and held the position of Assistant VP at JP Morgan Chase from June 1983 to September 1985, overseeing financial reporting for trust and investment services. Earlier in Steve's career, a Supervisory role at KPMG Peat Marwick involved managing financial audits and client statements. Steve holds an MBA in Finance from the Fordham Gabelli School of Business, earned between January 1981 and January 1983.