Blog - Steadman Financial Group https://steadmanfinancial.com/category/blog/ We are your financial planning specialists Wed, 30 Apr 2025 18:35:35 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.1 https://steadmanfinancial.com/wp-content/uploads/2019/08/cropped-Steadman-Favicon2-1-32x32.png Blog - Steadman Financial Group https://steadmanfinancial.com/category/blog/ 32 32 A Promise that Endures https://steadmanfinancial.com/a-promise-that-endures/?utm_source=rss&utm_medium=rss&utm_campaign=a-promise-that-endures Wed, 30 Apr 2025 18:26:57 +0000 https://steadmanfinancial.com/?p=28726 Honoring Tom Brennan's Legacy and the Importance of Disability Insurance On September 27, 2024 — his 52nd birthday — financial planner, U.S. Army veteran, and beloved friend Tom Brennan made his final stand after a fierce, remarkably long war against multiple myeloma and pancreatic cancer. Known to those closest to him as “Titanium Tom,” he […]

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Honoring Tom Brennan's Legacy and the Importance of Disability Insurance

On September 27, 2024 — his 52nd birthday — financial planner, U.S. Army veteran, and beloved friend Tom Brennan made his final stand after a fierce, remarkably long war against multiple myeloma and pancreatic cancer. Known to those closest to him as “Titanium Tom,” he approached life’s toughest battles with grit, humor, and relentless courage.

Thomas Joseph Brennan

In 2009, cancer challenged Tom to what he described as “a sprint for my life.” He continued, “It gave me no option but to compete. I was not interested in a one- to three-year race, so I stretched that sprint into a 15-year marathon. I intended to run my opponent into the ground. Even when taking hit after hit, I continued to stare my enemy down. I was never going to be a victim.”

A fighter in every sense, Tom credited his Army training for shaping his resilience: “Just like my Army training taught me, I continually found my enemy, fixed my enemy in place, and claimed victory upon victory. I may have lost in the end, but I was never beaten.”

Through relentless rounds of radiation, chemotherapy, and surgeries, Tom prioritized what mattered most — his wife, Whitney, and their children, Reese and Max. “I was not surrendering my time with my toddler daughter, Reese. She gave me the strength to go on. She saw firsthand what it meant to be a fighter.” And later, with the arrival of their son Max: “He is proof that the most amazing things can happen in the face of adversity.”

One decision Tom made years before his diagnosis gave him peace of mind throughout his fight: disability income insurance. He said, “I took on the responsibility of father, husband, and provider, and when I told my wife she would be okay it was the first time that the insurance policies I owned became the fulfillment of my obligation—a promise without an asterisk.”

That promise allowed Tom to focus on what truly mattered: his family, his fight, and his purpose. “My goal was to keep my tormentor at bay long enough to be around to guide my children toward adulthood. The life lessons my enemy attempted to prevent me from teaching my children have been instilled with care. My fight rewarded me with the distinct pleasure of catching a glimpse of the wonderful adults Reese and Max are destined to be.”

Whitney, Tom, Reese, and Max

And through it all, Tom’s enduring strength came from his wife. “The greatest [lesson] is, I never felt my full purpose in the world until I married my wife, Whitney. I was her provider and protector, and, in turn, she took care of me beyond measure. She gave me my purpose.”

As we recognize Disability Insurance Awareness Month this May, we remember Tom’s extraordinary life and his belief in preparing for the unexpected. His words and his example remind us that while we can’t control what life brings, we can control how we protect the people and futures we hold dear.

Learn more about protecting your future – contact us.

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]]> MDRT Top of the Table Qualification Achieved https://steadmanfinancial.com/mdrt-court-of-the-table-qualification-achieved/?utm_source=rss&utm_medium=rss&utm_campaign=mdrt-court-of-the-table-qualification-achieved https://steadmanfinancial.com/mdrt-court-of-the-table-qualification-achieved/#comments Tue, 04 Feb 2025 17:01:59 +0000 https://steadmanfinancial.com/?p=28566 Financial Planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Top of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Top of the Table qualification as a mark of excellence reserved for some of the […]

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Financial Planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Top of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Top of the Table qualification as a mark of excellence reserved for some of the most successful in the financial services industry. Charles Cooper joins the top 4% of MDRT members worldwide who achieve at least six times the annual MDRT membership requirement.

Charles shared:
"I remember my Dad had a poster on the wall in his office that said, ‘The best way to predict the future is to create it.’ That quote has stuck with me since I was a kid. The key to creating your future is surrounding yourself with the right people—and my clients, my team, and my family are the greatest blessings I could ask for.

Thank you to my team—Doug Harbaugh, Dallas Gibson—and my amazing family for supporting me through all the challenges and joys life has brought. And especially, I want to thank my clients—helping you achieve your vision for your life is an honor, and it is a privilege to serve you.

I think this verse says it best: 1 Corinthians 16:13-14.” 

Charles “Coop” Cooper, CLU®, LUTCF®

Steadman is proud to support you, Charles, and wishes you a sincere congratulations on your achievement!

About Million Dollar Round Table
Founded in 1927, Million Dollar Round Table (MDRT) is a global, independent association of the world’s leading life insurance and financial services professionals from more than 700 companies in 80 nations and territories.


Charles Cooper is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 3825 Edwards Road, Suite 210, Cincinnati, OH 45209. 513.579.8555. CA Insurance License #4227254.

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]]> https://steadmanfinancial.com/mdrt-court-of-the-table-qualification-achieved/feed/ 314 Rowing for a Cause: Chris Heerdegen’s Commitment to Alzheimer’s Awareness https://steadmanfinancial.com/rowing-for-a-cause/?utm_source=rss&utm_medium=rss&utm_campaign=rowing-for-a-cause https://steadmanfinancial.com/rowing-for-a-cause/#comments Tue, 28 May 2024 19:48:24 +0000 https://steadmanfinancial.com/?p=28117 Steadman Financial Planner Chris Heerdegen is once again setting out to make waves in the fight against Alzheimer’s Disease with his 6th annual Rowing to Remember fundraiser. This inspiring event, scheduled for Friday, June 21st at Forest View Lanes Recreation Bar & Grill, will see Chris rowing from 6 am to 10 pm, aiming to […]

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Steadman Financial Planner Chris Heerdegen is once again setting out to make waves in the fight against Alzheimer’s Disease with his 6th annual Rowing to Remember fundraiser. This inspiring event, scheduled for Friday, June 21st at Forest View Lanes Recreation Bar & Grill, will see Chris rowing from 6 am to 10 pm, aiming to complete an impressive 72 miles in support of the Alzheimer’s Association.

A Personal Mission Inspired by Family

The Rowing to Remember event is part of the Longest Day campaign, a nationwide initiative where thousands of participants engage in activities, they are passionate about to raise funds and awareness for Alzheimer’s care, support, and research. Chris’s inspiration to start this fundraiser came from a deeply personal place—his father, Dick Heerdegen, was diagnosed with Alzheimer’s disease. After his father’s passing in 2018 at age 72, Chris channeled his grief and determination into creating this event to honor his father's memory and to help fight the darkness of Alzheimer’s.

Training and Dedication

Chris’s journey with indoor rowing began as he sought out ways to prevent the disease and improve his health. His dedication to this cause is evident not only in his 16-hour rowing marathon but also in his rigorous preparation. Each winter solstice – the shortest day of the year - Chris and his team row a marathon of 42,000 meters to kick-off their training. Recently, on Cinco de Mayo, they rowed 50,000 meters in just five hours, showcasing their commitment and endurance. Chris also maintains a regular training schedule, rowing three to four times a week and working with a personal trainer.

Remarkable Achievements and Community Support

Since its inception in 2019, Rowing to Remember has raised over $135,000, consistently ranking among the top 50 Longest Day campaign initiatives, and within the top 15 for the last two years. Chris is profoundly grateful for the continued support, saying, “I’m beyond humbled people show up to support this event, year after year. It just shows you how blessed I am to have the relationships I have, and how we share a common passion for helping find a cure for Alzheimer’s Disease.”

Exciting Plans for 2024

As the event continues to grow, Chris ensures it offers something for everyone. Attendees can look forward to a variety of activities, including rowing, bowling, volleyball, inflatables, food, music, and more. This year’s live entertainment features local 80’s and 90s cover band, the Skittle Bots, performing at 7:00 pm, with the classic rock trio band Parallel Universe opening at 4:30 and Perrysburg’s School of Rock youth band also taking the stage. Exciting prize opportunities include the 2nd Annual Duck Drone Drop, where participants can win cash prizes of $1,000, $500, or $250, and a raffle featuring donations from local businesses.

Adding to the excitement, this year introduces the Riding to Remember Poker Run on Saturday, June 22nd. Participants will enjoy a scenic ride with stops at local businesses, concluding with a wrap-up party at Inside the Five Field House, complete with food trucks and festivities.

How to Get Involved

With a fundraising goal of $50,000 for 2024, there are numerous ways to get involved. Whether you join Chris and his team in rowing, make an online donation, buy a duck for the Duck Drop, or spread the word on social media, every bit of support counts. For more information on how to participate, visit www.rowingtoremember.com.

Chris’s tireless efforts and the community’s enthusiastic participation exemplify the power of coming together for a meaningful cause. We wish him all the best for this year’s event and look forward to another successful year in the fight against Alzheimer’s!

Stay updated on event news and announcements by following Rowing to Remember on Facebook and Instagram.

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]]> https://steadmanfinancial.com/rowing-for-a-cause/feed/ 497 MDRT Court of the Table Qualification Achieved https://steadmanfinancial.com/mdrt-top-of-the-table-qualification-achieved/?utm_source=rss&utm_medium=rss&utm_campaign=mdrt-top-of-the-table-qualification-achieved https://steadmanfinancial.com/mdrt-top-of-the-table-qualification-achieved/#comments Wed, 21 Feb 2024 13:44:52 +0000 https://steadmanfinancial.com/?p=27982 Financial Planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Court of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Court of the Table qualification as a mark of excellence reserved for some of the […]

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Financial Planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Court of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Court of the Table qualification as a mark of excellence reserved for some of the most successful in the financial services industry.

“Few roles truly allow you to change lives and help others’ visions become reality – and that is what makes this profession such a blessing,” states Cooper. “I want to thank my wonderful team – Doug, Dallas, and Tara - and all my incredible clients [for this qualification].  As a kid, I watched my dad exemplify how to be a servant leader and to care for others – and it is truly an honor to continue his legacy.”

Steadman is proud to support you, Coop, and wishes you a sincere congratulations on your achievement.

About Million Dollar Round Table
Founded in 1927, Million Dollar Round Table (MDRT) is a global, independent association of the world’s leading life insurance and financial services professionals from more than 700 companies in 80 nations and territories.


Charles Cooper is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 3825 Edwards Road, Suite 210, Cincinnati, OH 45209. 513.579.8555. CA Insurance License #4227254.

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]]> https://steadmanfinancial.com/mdrt-top-of-the-table-qualification-achieved/feed/ 193 Steadman Showcase: New Hires of October and November 2023 https://steadmanfinancial.com/the-Steadman-showcase-october-november-2023/?utm_source=rss&utm_medium=rss&utm_campaign=the-Steadman-showcase-october-november-2023 https://steadmanfinancial.com/the-Steadman-showcase-october-november-2023/#comments Tue, 12 Dec 2023 13:26:41 +0000 https://steadmanfinancial.com/?p=27814 At Steadman, our culture isn't just what we say, it's what we stand for and what makes us who we are. We know that our greatest asset is each other. We work together, celebrate together, serve our clients together - and we welcome together. In October and November, we were excited to welcome Dylan Mason, […]

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At Steadman, our culture isn't just what we say, it's what we stand for and what makes us who we are. We know that our greatest asset is each other. We work together, celebrate together, serve our clients together - and we welcome together. In October and November, we were excited to welcome Dylan Mason, Marc Seymour, Nolan Neville, Jose Rivera, and Thomas Anderson to our team.

Scroll down to learn a little about them!

Dylan Mason
Financial Professional | Toledo

Where are you from?
Columbus Grove, Ohio.

Why did you choose to work at Steadman Financial Group?
The business industry has always interested me, and I get to work with my father and other family members which is a pretty cool opportunity.

What causes or community services do you have a passion for?
I like to support small businesses when I can, especially due to my mother being a small business owner.

Outside of the office, what do you enjoy doing?
Outside of work, I like to spend my weekends at the lake hanging with friends and family.

If you absolutely had to sing karaoke, what song would you pick?
When It Rains It Pours by Luke Combs.

Where is one of your favorite places to travel and why?
Hilton Head, SC because I like the beach, and the food is very good, too.

Marc Seymour
Financial Planner | Toledo

Where are you from?
Toledo, Ohio.

Why did you choose to work at Steadman Financial Group?
Having literally grown up at Seymour & Associates - the former general agency for MassMutual in Toledo - Steadman was always on my short list for firms I would consider. The people here made it the right time to come back and the long-term strength and performance of MassMutual allow me to take care of clients the best I can.

What causes or community services do you have a passion for?
My family loves supporting the Ronald McDonald House. When we needed care in MN for our sweet daughter - Quinn - the Ronald McDonald House opened its' doors and gave us a home for our then 2-year-old son and all the family who came to support us. We collect can tabs all the time and try to volunteer and serve meals at the local house, too.

What life achievement are you most proud of?
After our daughter passed away in 2012, my wife Mandy and I, with the tremendous support of our families, were able to partner with the University of Minnesota Masonic Children's Hospital (who took care of Quinn) to fundraise and build the spiritual space in their new hospital that was desperately needed. In March 2016, the Quinn Seymour Chapel was opened and welcomes families every day for a quiet place to recover and prepare for the challenges of living in a hospital with your child.

Outside of the office, what do you enjoy doing?
Outside of the office, I love spending time with my wife, Mandy, and son, Camden. We love spending time at the lake, are active in church groups, and I try to get to the golf course whenever I can!

Where is one of your favorite places to travel and why?
We love going to the beach, there is just something about the sounds and smells of the ocean rolling in. One of our recent favorites was St. Thomas, US Virgin Islands.

Nolan Neville
Financial Planner | Cincinnati

Where are you from?
Cincinnati, Ohio.

Why did you choose to work at Steadman Financial Group?
It felt like the best fit for me to begin my financial career.

What causes or community services do you have a passion for?
I have a passion for physical health. I have made that an important part of my everyday life and on top of that I have helped others around me lead a healthier lifestyle. I look to continue to be a source of trust for people who may need help with their personal health and nutrition.

Outside of the office, what do you enjoy doing?
I love spending time out on the golf course with my buddies and spending time with my friends and family.

If you could share a beer with any person throughout history, who would it be and why?
Matthew McConaughey because he exudes confidence and is one of the coolest guys of all time.

If you could only watch one movie for the rest of your life, what would it be?
Gladiator.

Jose Rivera
Financial Professional | Cleveland

Where are you from?
Phoenix, Arizona.

Why did you choose to work at Steadman Financial Group?
I wanted to work for Keven & Cathy Prather and also David Freno. I believe their team is the best that the financial industry has to offer and they've become great mentors of mine.

What causes or community services do you have a passion for?
My personal convictions lie with the fact that I strive to bring knowledge and understanding to individuals and families who are hard-working individuals but never had the right resources to learn financial discipline. In doing that, I hope to help many families to either establish a great foundation so that the next generation can elevate, or simply help them elevate from their current situation. Something I hope to start one day is a shelter to help all individuals get off their feet, not a homeless shelter but a place where anyone can learn.

Who is your role model? What do you admire about them?
Jesus Christ is my role model. What I admire most about Jesus is his humility to love on those who hate Him. The understanding he has when it comes to my heart good or bad. The forgiveness and grace he shows me when I try to follow his example and fail.

Any big plans coming up?
I'm having a daughter soon.

If you could snap your fingers and become an expert in something, what would it be?
Wisdom.

Thomas Anderson
Financial Planner | Castalia

Where are you from?
Castalia, Ohio.

Why did you choose to work at Steadman Financial Group?
I am joining the practice of my stepdad, Randy Day, as he is preparing for his retirement over the next few years. I chose to work with Steadman because of their commitment to developing advisors and the resources available within the firm to better serve our existing clients.

What causes or community services do you have a passion for?
Type 1 Juvenile Diabetes, Erie County 4-H Camp, and Youth & Young Adult Mental Health Advocacy.

Outside of the office, what do you enjoy doing?
Outside of the office, I am an avid golfer and fisherman. In the warm months, I am either on the course or on Lake Erie. I also have a 1-year-old miniature Australian Shepherd named Murphy who takes up a lot of my spare time with his endless energy!

What is something about you that surprises most people?
Most people are surprised to learn I've already graduated college and started my career. They typically assume that I am around 16 and working to get my drivers license! Everyone tells me I'll appreciate my "youthful" appearance more as I continue to age.

If you could only watch one movie for the rest of your life, what would it be?
Good Will Hunting, how you like them apples?!

Thank you all for sharing. We are thrilled to have you here with us!

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]]> https://steadmanfinancial.com/the-Steadman-showcase-october-november-2023/feed/ 163 The Power of Giving Shines Bright in Toledo https://steadmanfinancial.com/silent-auction-2023/?utm_source=rss&utm_medium=rss&utm_campaign=silent-auction-2023 https://steadmanfinancial.com/silent-auction-2023/#comments Thu, 09 Nov 2023 13:15:41 +0000 https://steadmanfinancial.com/?p=27791 On Thursday, October 12th, Steadman Financial Group's Toledo office celebrated its 7th Annual Silent Auction, a heartwarming event that brings together associates, local small businesses, and corporate sponsors in support of The Victory Center. Last year, the event successfully raised funds for this exceptional organization, and this year, Steadman Financial Group Toledo continued its commitment […]

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On Thursday, October 12th, Steadman Financial Group's Toledo office celebrated its 7th Annual Silent Auction, a heartwarming event that brings together associates, local small businesses, and corporate sponsors in support of The Victory Center. Last year, the event successfully raised funds for this exceptional organization, and this year, Steadman Financial Group Toledo continued its commitment to help The Victory Center fulfill its mission.

The Victory Center is an organization that provides a wide range of supportive services for cancer patients, survivors, and their loved ones. These services include reflexology, oncology massage, reiki, and more. The organization has also offered support through exercise programs, support groups, a wig bank, and educational programs. What's truly remarkable is that everything they provide is entirely free of charge, and they rely on private donations to sustain their important work.

The decision to support The Victory Center was deeply personal for the Toledo Steadman office. Several of their associates have directly benefited from the services offered by The Victory Center, making their connection to this cause more than just financial. Mary Gensler, Operations Coordinator and a driving force behind this initiative, emphasized the personal connection to cancer and the impact it has had on their office community. "Over the last 10 years, we have lost three friends from our office to breast cancer. We watched those ladies and others go through horrendous treatments in the hope it would kill whatever type of cancer they had. We wanted to do something that would help with research and comfort for them," Mary said. This emotional investment is what drives their commitment to supporting The Victory Center.

The 7th annual Silent Auction saw a generous outpouring of support from local small businesses, corporate sponsors, and Steadman associates. The donated items ranged from gift cards and merchandise to sporting event tickets, river cruise packages, cosmetics, and many more unique items. Throughout a day filled with friendly competition and bidding wars, the event managed to raise a remarkable $2,085.

The money raised was delivered to The Victory Center, where Itzel Krauss, Operations Manager, expressed her gratitude for Steadman's continued support. This contribution will undoubtedly go a long way in ensuring that The Victory Center can continue to provide top-notch services to all those affected by cancer, giving them hope and support during their journey.

Steadman Financial Group is proud to stand alongside The Victory Center, believing wholeheartedly in their mission to provide hope and support to cancer patients, survivors, and their loved ones. With their commitment to this cause, they are making a meaningful impact on the lives of those in their community who are affected by cancer, demonstrating the power of unity and compassion.

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]]> https://steadmanfinancial.com/silent-auction-2023/feed/ 117 The Steadman Showcase: New Hires of June 2023 https://steadmanfinancial.com/showcase-june-2023/?utm_source=rss&utm_medium=rss&utm_campaign=showcase-june-2023 https://steadmanfinancial.com/showcase-june-2023/#comments Thu, 20 Jul 2023 13:03:05 +0000 https://steadmanfinancial.com/?p=27499 At Steadman, our culture isn't just what we say, it's what we stand for and what makes us who we are. We know that our greatest asset is each other. We work together, celebrate together, serve our clients together - and we welcome together. In June, we were excited to welcome Nate Eberly, Ron Maxwell, […]

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At Steadman, our culture isn't just what we say, it's what we stand for and what makes us who we are. We know that our greatest asset is each other. We work together, celebrate together, serve our clients together - and we welcome together. In June, we were excited to welcome Nate Eberly, Ron Maxwell, and Doug Singer to our team.

Scroll down to learn a little about them!

Nate Eberly
Financial Planner | Toledo

Where are you from?
Trick question really...grew up living in no location for more than six years from the time of birth until 2003, when I moved from Southern Maryland to Bowling Green, OH to get out of the big city environment. I do claim Maryland as my home state, despite being born in Athens, OH in '81.

Why did you choose to work at Steadman Financial Group?
Flexibility, accessibility, culture, and connection. Flexibility in ability to assist clients in truly their best interest; accessibility to technology, marketing, and other resources and people that can assist me grow my business better than before; culture of what I have witnessed Steadman and MassMutual support; and connection to my local area both in business leaders as well as positive influencers in our community.

What causes or community services do you have a passion for?
I hold veteran and military related causes close to my heart due to my family's deep military service and ties. Both my parents served in the US Army, my brother and nephew are Marines, and throughout all extended family includes over 100 years of combined military service. Most notably locally I support Little Blessings Veterans and Community Outreach.

I am a member of Exchange Club, as well, having assisted in starting the newest Chapter in the area, the Exchange Club of Sylvania. A National service and networking organization dedicated to the Prevention of Child Abuse and Neglect, Americanism and Veterans, Youth Programming, and Community Service.

And I don't think there is an animal cause or group that has asked me for money that I ever denied helping.

Outside of the office, what do you enjoy doing?
Outside of the office, my wife and I enjoy time outdoors during the warmer months, most likely taking in a game at the Mudhens or other teams across the area, golfing at Sylvania Country Club, spending time in the sun next to our or the SCC pool, as well as trying to keep pace of reading two books a month.

What life achievement are you most proud of?
My life's greatest achievement has been to help support my father in his retirement through his recent passing in March of 2023. The ability to make sure he was able to survive massive change in income and lifestyle in a blink of an eye along with assuring he would have financial support and his legacy protected was a proud moment. Hearing him thank me for all I did in his last moments motivates me to help others in their financial lives, helping be a guide towards their life's aspirations and goals.

What would a sandwich named after you have on it?
If there would be a sandwich with my name associated with it, it would be of this design: A deliciously prepared true Maryland Style Crabcake, placed on a toasted kaiser bun with an Old Bay Aioli, with layered freshly sliced ham and turkey, topped with American & cheddar cheeses, with tomato and fresh lettuce. I introduce you to my favorite sandwich, the "Nate Eberly Crabcake Club."

Ron Maxwell
Financial Planner | Medina

Where are you from?
The Cleveland area. I have lived on the near west side of Cleveland most of my life in Brook Park, Parma, Garfield Heights, and Seven Hills.

Why did you choose to work at Steadman Financial Group?
I've spent most of my 20-year career in financial services with the same firm, but there has always been something missing. I am hopeful that I have found that something, here at Steadman and am looking forward to building new relationships here.

What causes or community services do you have a passion for?
Really, I do my best to treat others with kindness and love. I have a passion for music and spent many years singing in bands and on worship teams. Taking a little hiatus from that as I have my hands full between work and raising two young kids (10 and 6). They are my passion, along with my oldest daughter (23).

Outside of the office, what do you enjoy doing?
Outside of the office, I enjoy hanging out with my kids, singing and playing guitar, golfing with my uncle or friends, driving through the Metroparks, going to beaches, and spending time with my girlfriend and her two dogs. I also enjoy watching sports and movies.

If you could only watch one movie for the rest of your life, what would it be?
If I could only watch one movie for the rest of my life, it would probably be Shawshank Redemption, as it has a full range of emotion in it, from sorrow to grief, as well as hope and joy and faith. One of my all-time favorites, for sure.

If you could snap your and become an expert in something, what would it be?
If I could become an expert at something with the snap of my fingers, I think I'd like to be an expert of the human mind, so that I would be able to understand why people do the things they do and think the way they think. For instance, what triggers each person to take action or not to?

Doug Singer
Sales Director | Cleveland

Where are you from?
Cleveland, Ohio.

Why did you choose to work at Steadman Financial Group?
I joined because of the culture of the firm, the firm's commitment to the community and the ability to build a team that is committed to helping our clients achieve their financial goals.

What causes or community services do you have a passion for?
The Multiple Sclerosis Foundation and youth baseball.

Outside of the office, what do you enjoy doing?
Outside of work, I enjoy spending time with friends and family (especially my grandchildren), travelling and playing golf.

If you could only watch one movie for the rest of your life, what would it be?
The Godfather.

Where is one of your favorite places to travel and why?
Aruba is one of my favorite places. The weather is always amazing, the beaches are beautiful and the food is fantastic.

Thank you all for sharing. We are thrilled to have you here with us!

 

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]]> https://steadmanfinancial.com/showcase-june-2023/feed/ 169 The Steadman Showcase: New Hires of May 2023 https://steadmanfinancial.com/the-Steadman-showcase-new-hires-of-may-2023/?utm_source=rss&utm_medium=rss&utm_campaign=the-Steadman-showcase-new-hires-of-may-2023 https://steadmanfinancial.com/the-Steadman-showcase-new-hires-of-may-2023/#comments Tue, 06 Jun 2023 12:33:47 +0000 https://steadmanfinancial.com/?p=27349 At Steadman, our culture isn't just what we say, it's what we stand for and what makes us who we are. We know that our greatest asset is each other. We work together, celebrate together, serve our clients together - and we welcome together. In May, we were excited to welcome Steve and Dallas to […]

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At Steadman, our culture isn't just what we say, it's what we stand for and what makes us who we are. We know that our greatest asset is each other. We work together, celebrate together, serve our clients together - and we welcome together. In May, we were excited to welcome Steve and Dallas to our team. 

Scroll down to learn a little about them!

Steve Horsley
Financial Professional | Cincinnati

Where are you from?
I grew up in Norwood, Ohio and now reside in Mason, Ohio.

Why did you choose to work at Steadman Financial Group?
The alignment with MassMutual and our business partners allows me to provide my clients with quality solutions and products to work towards their financial goals.

What causes or community services do you have a passion for?
My father was a firefighter, as well as having Parkinson's disease later in life, so I support many of the Parkinson's events and fundraisers, as well as take part in the Annual Rev It up for Parkinson's bike ride. I also support school programs, as well as volunteer for fundraisers around the city.

Outside of the office, what do you enjoy doing?
Outside of the office, I enjoy spending my time cycling, golfing, hiking, going to concerts as well as food festivals. I also enjoy checking out new restaurants and trying new experiences. You only live once, right?

What was your first job ever? What did you like about it?
My first job ever was during High school working at a roller-skating rink. It was fun, as a lot my friends hung out there and sometimes, if it wasn't busy, I could take a break and skate for a few minutes with them. It was good experience.

Where is one of your favorite places to travel and why?
I have several favorite places to travel. I enjoy Nashville, TN, Tampa, Fl, the Smokies in Tennessee, and of course, Las Vegas. I would really like the opportunity to travel to Europe and visit England or Italy. Just to experience the history, the people and the architecture would be amazing.

Dallas Gibson
Financial Professional | Cincinnati

Where are you from?
Miamisburg, Ohio.

Why did you choose to work at Steadman Financial Group?
I had a great opportunity to work with Charles Cooper and Doug Harbaugh that I couldn't pass up. I'm excited to be a servant of the community to the best of my abilities.

What causes or community services do you have a passion for?
I have a passion to help others around me in whatever capacity I can!

If you could snap your fingers and become an expert in something, what would it be?
If I could become an expert in anything, I would be an expert in reading people and understanding what they are thinking.

What was your first job ever? What did you like about it?
My first ever job was in the bag room of NCR Country Club in Dayton, Ohio. I loved the fact that I was surrounded by a lot of wise and successful people and was able to learn from them and share some great conversations!

What is the funniest "dad joke" you know?
My favorite dad joke ever. A priest, a minister and a rabbi walk into a bar......they should have ducked!

Thank you all for sharing. We are thrilled to have you here with us!

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]]> https://steadmanfinancial.com/the-Steadman-showcase-new-hires-of-may-2023/feed/ 108 Blurbs from the Firm: Mother's Day https://steadmanfinancial.com/blurbs-from-the-firm-mothers-day/?utm_source=rss&utm_medium=rss&utm_campaign=blurbs-from-the-firm-mothers-day Thu, 11 May 2023 15:00:43 +0000 https://steadmanfinancial.com/?p=27271 On Mother’s Day (and always), we honor and show appreciation for the loving women who help make us who we are. Mothers can be many things - a first friend, a guiding light, a teacher, a protector, a role model, to name a few. But one thing is certain…no one can take her place.  In […]

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On Mother’s Day (and always), we honor and show appreciation for the loving women who help make us who we are. Mothers can be many things - a first friend, a guiding light, a teacher, a protector, a role model, to name a few. But one thing is certain…no one can take her place.  

In honor of Mother’s Day, we asked members of our firm some questions related to their experiences with motherhood, and about the wonderful women who helped shape their lives.

Phylicia Prince
Executive Assistant

 

What is one important lesson your mom has taught you?

My Mom is the epitome of caring and selfless. She genuinely wants the best for her family.
She is patient, loving, caring and smart. All the things I try to emulate as a mom I have learned from her. Simply the world’s best mom and grandma!

Ritia Dawn Brown
Financial Advisor


What's the best thing about being a mom?

It is seeing your sons grow up to be people you are proud of! It is like receiving an award of a job well done. I’m no different than many of us that we made a lot of sacrifices for our family. Seeing my sons get married and have their children has been the most rewarding experience for me. Grandkids are the bomb! I get to relive life experiences through their eyes. As I grow older, I realize the things I missed with my own kids because I was focused on my career. I get a second chance to enjoy those times with my grandbabies. Family is everything and I cherish all the memories we make together. It is why we do what we do…to protect those who we love.

Debbie Denos
Administrative Assistant

 

What does M.O.T.H.E.R. stand for?

M | Mama, Marvelous, Maternal, Masterful

O | Organizer, One-of-a-Kind, On-the-Ball, Outstretched Arms, Outstanding

T | Teacher, Thoughtful, Trustworthy, Tender-Hearted

H | Helper, Host, Hardworking, Honorable, Heartwarming, Home

E | Extraordinary, Essential, Endearing

R | Remarkable, Resourceful, Responsible

Jill Taplin
Director of New Business

 

What is one important lesson your mom has taught you?

My mom has taught my sisters and I many lessons; kindness, compassion, honestly, loyalty, and forgiveness.

She is the person that you can always count on, for anything.

She has the biggest heart of anyone I know, and I am proud, and lucky, to call her my mom.

Katy Aldrich
Compliance and Licensing Coordinator

This post was written by Katy Aldrich in honor of Mary "Mother" Gensler (Operations Coordinator).

What does M.O.T.H.E.R. stand for?

Mother Mary
(from your loving "office children")

A Mother is the person
who loves and cares for you
and when you feel uncertain
she is there to see you through.

M | ...is for Mary, a woman we adore

O | ...is for outstanding, the woman at our core.

T | ...is for thoughtful, she remembers what we don't

H | ...is for harmonious, her time she does devote

E | ...is for empathetic, she's the should with which to lean

R | ...is for remarkable, she is our office queen

She may not have given us life,
But our Mother she still will be.
Even when we cause her strife,
Her genuine love is a guarantee.

Jenn Hill
Chief Agency Supervisory Officer

What does M.O.T.H.E.R. stand for?

M | Multitasker

O | Organizer

T | Taxi Driver

H | Healer

E | Educator

R | Resilient

Jessie Hansen
Financial Operations Analyst

What does M.O.T.H.E.R. stand for?

This is probably the greatest and most rewarding title I have ever been given! I am not only blessed with an amazing biological daughter Jaime, but I am also a bonus mom to Mitzi and Sherry who live in Pennsylvania.

My bonus girls made me a proud nana of two boys (Bradley & Joshua) and one girl (Emily), and then one step further, the grands made me a great-nana to two girls (Aubree and Madison) and one boy (Liam), and I couldn't feel happier!

M | Is for that word that makes me smile no matter what mood I am in…when I hear "Mom," I just melt!

O | Is for being the “Other” mother in two very precious lives, who love me and make me feel cherished!

T | Is for the "Time" we make memories together and encourage each other to fly high!

H | Is the "Honor" GOD has given me to be someone’s mom, not just to my three daughters, but their friends as well!

E | Is for the "Enjoyment" of being with such awesome people, such loving people and most of all they are my everything!

R | Is for the "Right" to earn the title mom - knowing it’s the best thing I have ever done in my life!

My heart goes out to the many women in my life who have worn this title with grace and pride. You were and still are a huge impact on my knowledge of what it means to be a mom. I am so blessed and thankful beyond words for your belief in me as a mom, and for having such a great example to follow! Life is so good!

Thank you to everyone who shared, and thank you to the mothers who guide and inspire!

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]]> Steadman Financial Group Announces New Initiative for Female Professionals: Her Money Counts https://steadmanfinancial.com/Steadman-financial-group-announces-new-initiative-for-female-professionals-her-money-counts/?utm_source=rss&utm_medium=rss&utm_campaign=Steadman-financial-group-announces-new-initiative-for-female-professionals-her-money-counts https://steadmanfinancial.com/Steadman-financial-group-announces-new-initiative-for-female-professionals-her-money-counts/#comments Tue, 17 Jan 2023 21:07:54 +0000 https://steadmanfinancial.com/?p=27072 Her Money Counts is a women's empowerment initiative launched in response to our female financial planners noticing a disparity in treatment among professional women by the financial industry. When discussing these issues with their female clients, they learned the greatest deterrents to reaching out for financial planning assistance was the failure to be heard, finding […]

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Her Money Counts is a women's empowerment initiative launched in response to our female financial planners noticing a disparity in treatment among professional women by the financial industry.

When discussing these issues with their female clients, they learned the greatest deterrents to reaching out for financial planning assistance was the failure to be heard, finding instead they were told what they should do, not necessarily in conjunction with what they wanted.

Additionally, they felt no one was guiding them to discuss the individual situations that professional women often find themselves in. Unique situations warrant discussions to find individualized solutions, and many female clients felt their financial planners were uninterested in adapting their planning advice to fit those needs.

Research has found that women think about finances differently than men [1] which can drastically affect the planning process for future financial aspirations and commitments. Work-life balance, commitments with children, and work schedules are just a few examples that tend to sit higher on women's priority lists than men's.

Her Money Counts is ready to engage these empowered women and build the right plan based on what's important to them.

You can find more information at steadmanfinancial.com/her-money-counts/ and Her Money Counts social media pages which are accessible below. 

[1] Bank of America Study, 2022, https://newsroom.bankofamerica.com/content/newsroom/press-releases/2022/06/bank-of-america-study-finds-94--of-women-believe-they-ll-be-pers.html

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