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Steven Katz

Steven Katz has 2 grown children and has been living in the Los Angeles area since 1972. Steve graduated with a degree in finance in 1986 and has been in business since 1994. Steve’s specialty is in the area of Retirement planning. As a provider of retirement solutions, Steve meets with people daily. He shows them ways they can grow and protect their retirement savings without market risk. He is a member of the Million Dollar Round Table and looks forward to helping you secure your financial dreams.

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Steven & Jennifer are proud to be approved members of the National Ethics Association.

The NEA is an organization of financial professionals who have successfully passed a comprehensive series of background checks and have agreed to maintain NEA membership standards.

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Jennifer Leids

Jennifer lives in Agoura Hills with her partner Steven Katz, and her two sons Zachary and Cameron. Jennifer Leids is an independent Insurance Agent in Westlake Village representing a variety of A rated companies with exceptional products. She is known for her expertise and straightforward approach to helping people understand the practical solutions for their retirement planning strategies. She will help you choose an appropriate product to help protect your financial independence and maintain financial security with safe money products.

Jennifer is a graduate of Pitzer College in Claremont CA with a degree in Organizational Management and has an Elementary Teaching Credential from Cal State Northridge. She has been selling insurance products since she obtained her insurance license in 2008. She is a member of the Conejo Valley Chamber of Commerce, is involved in community activities that benefit seniors, and has a CLTC designation (Certified in Long Term Care).

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29800 Agoura Road, Suite 104
Agoura Hills, CA 91301

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Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Evergreen Team Wealth Management) a SEC Registered Investment Advisor. Insurance products and services are offered through Evergreen Team Insurance Marketing. Gibbs Wealth Management, LLC (DBA Evergreen Team Wealth Management) and Evergreen Team Insurance Marketing are unaffiliated companies.

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