Steve considers himself an advocate and guardian for his clients, helping them organize their financial life and adapt to the challenges and opportunities that arise. Steve and his team can deliver and implement a comprehensive financial plan that integrates a wide spectrum of insurance and investment solutions.

Along with a network of specialists, Steve engages clients in a values driven process resulting in a thoughtfully executed plan for their financial future.  He is committed to serving clients by providing  innovative solutions using world-class insurance services and internationally recognized investment products designed specifically to meet your needs and goals, giving you confidence to live life to the fullest. Throughout the planning process, Steve develops enduring relationships with his clients for a lifetime of financial security.


National Association of Insurance and Financial Advisors (NAIFA)
NAIFASteve Shak is a member of the National Association of Insurance and Financial Advisors (NAIFA).

The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association

Steve Shak

Financial Representative


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