Since 2015, Steve Segura has worked with individuals and families to build financial plans suited to where they are in life and where they want to go. Through a holistic, personalized planning approach, he takes the time to understand each client's specific goals before putting a plan in place to help them get there.
Steve has worked with clients across every stage of life, from retirees managing decades of savings to younger individuals just starting to build wealth. He specializes in complex financial pictures, coordinating multiple income sources, planning around non-traditional career paths, and finding creative solutions for clients whose situations don't fit a standard template.
Steve is a proud Florida State University graduate and holds a Master of Finance from Colorado State University-Global. As an active Tallahassee local, Steve enjoys supporting the arts, Djing for WVFS Tallahassee 89.7FM, and making music. Above all, he enjoys spending time with his wife Ashley and two dogs, Zelda and Elsa.