Biography - Steve Pipkin

A retired Air Force intelligence officer, Steve Pipkin has been serving the financial planning needs of individuals, families, and businesses for over thirty years.   He has a Bachelor of Science degree in chemistry from Arizona State University, Tempe, Arizona.  Steve is also credentialed as a Chartered Life Underwriter and a Chartered Financial Consultant, and holds the FINRA Series, 6, 7, 63, and 65 registrations as well as General Lines Life and Health Insurance and Property and Casualty Insurance licenses.

Steve practices in all areas of personal and business finance, and specializes in helping families plan for and navigate through major financial decisions and stages in their lives. Areas of expertise include: income planning in retirement, building investment portfolios that align with client goals, planning around children and education, helping individuals and couples handle financial decisions, funding elder care, and preparing for the unexpected loss of a job or a death in the family.

Today Steve enjoys a mature financial practice that includes numerous local businesses, and many people who over the decades have become dear friends to him. 

Steve and Barbara, his lovely wife and the love of his life for thirty-four years, now reside in Liberty Hill, Texas, and are deeply involved in their church where Steve serves as trustee and adult Sunday School teacher. They have six terrific adult children and are Grandpa and Mimi to ten beautiful grandchildren.