Our Staff

Veronica Steck,  AIF®. CIS

Veronica grew up in Texas, attending Texas Woman's University before joining the banking industry in the early 1980's.  Her first position was with the Dallas Bank and Trust.  Her 30 plus years in the financial services industry include commercial and residential lending, as well as private banking.

In 2005 she moved over to the investment side of the business, subsequently earning her Series 7 General Securities Representative, Series 66 Uniform Securities Agent / Registered Investment Advisor Representative* registrations along with Accredited Investment Fiduciary® (AIF®) credentials.

In the past two years, Veronica has earned her Series 24 –  Securities Principal* registration along with a Certified Income Specialist® (CIS®) designation.  She is also an Ed Slott Elite Advisor**. FINRA registrations are currently held with LPL Financial.

Veronica has experience with the Telecommunications Industry retirement plans in addition to the government’s TSP.  She also works in the fast growing field of women’s investments.  “A good portion of the wealth in our country is owned by women, I understand not only the investment side of the business but I also view it from the perspective of a woman.”

Veronica and Bill have three children Angelina 16, Christine 13, and Nicholas 11. They are actively involved in their church.  Veronica is also an avid runner; she has run and completed both the Chicago and New York City Marathons in the last five years.  Veronica serves as a volunteer counselor at Camp Tejas, a Christian summer camp for children. She and Bill also enjoy attending the kids’ sporting events and spending time with their fierce Scottish Terrier “Tex” and their very loud beagle “Beau” - aka “the boys”.

 

*Securities registrations are held with LPL Financial.
**Ed Slott’s Advisory Group includes financial professionals who pay a fee to attend seminars that explore regulations, tax updates and other issues regarding individual retirement accounts.  It does not qualify a financial professional to provide investment recommendations or advice.  Steck Wealth management, Ed Slot’s Advisory Group and LPL Financial are separate and unrelated companies.

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