FOUNDER & PRESIDENT:
About Steven Katz
Steven James Katz
Founder & President
Licensed Life & Health Insurance Agent
Steven Katz is a licensed life and health insurance agent with a Series 65 license. He is a security and insurance licensed fiduciary, and offers a client-first approach, which allows him to solve problems using a comprehensive, holistic approach. Prior to working in this industry, Steve owned a vending and manufacturing company where he assisted multiple national charities raise over 50 million dollars to help children and at-risk teens. He decided to pursue retirement planning, however, to help the largest segment of the population get to retire with dignity and security. He’s in the top 1% of clients with the MDRT (Million Dollar Round Table) and a consistent president’s club member with over $150 million in personal production.
Steve is a very hard-working, dedicated, honest professional with a drive to help others. When not working, he enjoys golfing, tennis, traveling, and spending time with his family. He’s the father of two grown children, and also has two cats, named Rocky and Panda.
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.
Jennifer Leids
Insurance Agent
Jennifer Leids is an insurance agent with Evergreen Team Insurance Marketing. She has a passion for helping people, which can be traced back to her time as an elementary school teacher, and extends into the work she does now. She began working in the financial services industry in 2008. When not doing the work she does to help others, Jennifer’s pastimes include gardening, hiking, biking, and other outdoor activities. She also, of course, enjoys spending time with her family. She and Steve are engaged, and each has two grown children–they also have two cats.