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Stephen E. Scherer

Stephen E. Scherer

President

Steve is a registered Investment Advisor since 1974. He is an acknowledged expert in comprehensive financial planning with an emphasis in the areas of taxation, business management, estate planning, investment planning and personal planning. Born Rochelle, Illinois, June 21, 1948 he was admitted to bar, 1973, Arizona; 1974, California.

Education: University of Illinois (B.S., 1970); Arizona State University (J.D., 1973). Omicron Delta Kappa. Member: Los Angeles County and American Bar Associations; State Bar of California; State Bar of Arizona.