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Steve P. Latham

, CFA, CFP®

Chief Investment Officer

steve latham smiling in a suit coat

Steve P. Latham

Chief Investment Officer

In Steve’s role as Chief Investment Officer, he strives to make the financial markets’ complexities understandable and approachable for his clients. Investing in an ever-changing world requires a stable and repeatable process that can be implemented alongside a well-thought-out financial plan. Steve’s background using stocks, bonds, mutual funds, ETFs, and alternative investments provides his clients with a well-rounded approach towards pursuing their long-term goals. Outside of work, Steve likes to spend his time traveling with his family, playing golf, and trying new restaurants with friends and family.

Certifications, Licenses, and Registrations

  • Registered Representative with LPL Financial, Member FINRA/SIPC
  • Chartered Financial Analyst
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Life, Health, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

  • Series 7 held at LPL Financial
  • Series 66 held at LPL Financial & Great Valley Advisor Group
  • Bachelor’s Degree – Finance; Iowa State University
  • Master of Investment Management/Financial Analysis – Creighton University