Steve H. is currently the Director and Program Manager at Wellby Investment Services, part of Wellby powered by JSC Federal Credit Union. With a comprehensive background in finance, they have held positions such as Financial Consultant at Salomon Smith Barney Holdings Inc., Financial Advisor at IMG Financial Group, and various roles at State Farm®, where they developed training and business plans to enhance sales production. Steve’s academic pursuits include a Bachelor of Business Administration in Economics, an Associate of Arts in Accounting and Finance, and a Master of Arts in Fitness & Human Performance. Additionally, they hold multiple professional designations, including ChFC®, CLU®, CASL®, RICP®, and LTCP®.
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