As Cohn Financial Group’s Underwriter, Steve manages the New Business Department and is responsible for coordinating the underwriting process with Cohn Financial Group clients and insurance carrier partners.
Steve joined Cohn Financial Group as a Client Service Associate in 2013 and worked in the Client Service Department for two years before being promoted to Underwriter. With a background in finance and life insurance, and his experience in Client Services, Steve brings a unique perspective to underwriting. Steve says, “I feel like the Underwriting function is a combination of doctor, lawyer and detective. My time spent in Client Services honed my understanding of life insurance which has helped me with the underwriting process.”
Steve holds his Series 7 and 63 securities licenses and an Arizona Life and Health Insurance license. He is a registered representative with M Holdings Securities, Inc. Steve studied finance at The W.A. Franke College of Business (FCB) at Northern Arizona University, and he managed the technology sector for the Student Managed Investment Fund (SMIF), a million dollar portfolio for the NAU Foundation, while attending the university.
Email Steve at email@example.com