Stephen Varley
Principal
Professional Specialties
- Asset Management
- 401k Investment Management
- Executive Compensation
- Trust Owned Life Insurance - Rescue
Qualifications
- Bachelor of Arts, St. John's University - Collegeville, Minnesota
- Member, National Association of Advanced Life Underwriters
- Past Chair of American Heart Association Heart Gala Fund Raiser
- Qualifying Member, Million Dollar Round Table
Steve is the founder and creator of The Transition Confidence ExperienceTM. This program helps people create the personal and financial confidence necessary to make important transitions in their lives.
Our program allows a client to organize and strategize solutions and a roadmap during great periods of stress. Our program allows members to make clear, conscious, and quality decisions that gives them control and certainty in a period of great uncertainty.
Steve also quarterbacked and captained the 1989 M.I.A.C. champion football Johnnies to a NCAA Division III final four appearance. St. John’s University is coached by the legendary John Gagliardi, who in 2003 surpassed Eddie Robinson to become the all-time winningest collegiate coach with 432 victories to date in 57 years of coaching.
Steve began his financial services career in 1996 after five successful years as a high school teacher and head football coach. He specializes in asset management, 401k investment management, and trust owned life insurance analysis for his clients. Currently Steve is responsible for over $30,000,000 of clients’ assets under management.
Steve is a Registered Representative and Investment Advisor Representative with NFP Advisor Services, LLC