AT FULL SPECTRUM, THERE’S MORE THAN MEETS THE EYE

As you get to know us, you’ll find that our team members are eager to help and passionate about cultivating a culture of care. We’re a multigenerational family business, and we are honored to serve as trusted guides for so many hardworking families, business owners and professionals.

We provide an intimate, one-on-one engagement that’s backed by the robust resources and support of a Fortune 100 company. In other words, our clients get to experience the best of both worlds.

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Steve Griffin, CFP®

Principal and Founder | Certified Financial Planner®

From managing a family’s personal wealth to helping business owners focus on their big picture, Steve finds great fulfillment in creating custom, actionable solutions for his clients’ most complex challenges. After taking the time to understand his clients and what they’re looking to accomplish, Steve handcrafts each financial plan to ensure it suits their individual needs. He works closely with his clients to help them visualize their dreams for the future, prioritize their goals, deepen their financial knowledge, and make customized strategies to propel them forward in the right direction.

He often relates his role in his clients’ lives to an architect and general contractor of their financial “house.” While the clients cast their vision for the future and focus on the bigger picture, he and his team take care of crafting and implementing the blueprint that guides them along the way.

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Kelly Goldstein, MBA, CFP®

Partner | CERTIFIED FINANCIAL PLANNER®

As a CERTIFIED FINANCIAL PLANNER®, Kelly’s goal is to help her clients truly understand the plan she’s put in place for them and have certainty regarding their financial future. Since starting her financial career nearly a decade ago, her passion has always been for building strategic plans and walking alongside clients on their own wealth journeys. Kelly’s unique ability to distill complexities into core concepts and offer new perspectives often help her clients reach “lightbulb” moments of understanding. She enjoys seeing the impact small decisions make in a client’s financial well-being and how those decisions compound to help them reach their long-term goals.

Kelly enjoys getting to know each client on a deep, personal level. Whether it’s a handwritten card in the mail or a heartfelt conversation, she always wants her clients to feel valued and appreciated.

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Jessica Cathcart

Licensed Service Assistant

Since joining us in 2017, Jessica's commitment to our team's success is evident in her hard-work ethic.

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.