Darlene Steele

Registered Representative
Investment Adviser Representative

Mission Statement:

I am committed to helping my clients live the one life they have and confidently educate and advise to help achieve the financial goals they value the most.

Personal & Professional Qualifications:

I have a BS in Ed and MS in Ed admin. I have series 7, 63, 65 registrations, life and health insurance licensed, a Registered Representative and Investment Adviser Representative.

Company History:

My strengths come from diverse experiences in education, private industry with negotiations for government and commercial clients both domestic and international, and I have 15 years in the financial services industry

Specialty Services:

Through meetings, seminars and mailings, I educate my clients to help them understand their goals, the risks of investments within their individual timeframe and the products that support the achievement of their goals.


Phone 513.791.0403
Mobile Phone 859.621.2433