steve smith

Steve Smith is a Regional Manager at Transamerica, where they oversee the management and development of regional teams of Retirement Planning Consultants. With a focus on helping clients define and achieve their financial goals, Steve has previously served as a Senior Investment Advisor at Charles Schwab and held leadership roles at JPMorgan Chase, Goldman Sachs, and Fifth Third Securities. They earned a Bachelor’s degree in Business Management from Indiana University - Bloomington and completed the Stanley K Lacy Executive Leadership program, along with obtaining an Asset Allocation certification from the College of Financial Planning.