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Our Team

Meet your Dedicated Financial Experts

Cliff Steele - The Steele Group

Financial Planner

Mario Mota - The Steele Group

Financial Planner

Mark Wiesel - The Steele Group

Financial Planner

Meet the team

Neel Aggarwal - The Steele Group

Insurance Advisor

Kelsey Fullerton - The Steele Group

Executive Associate

Katie O'Neill - The Steele Group

Executive Associate

Cintia Mota - The Steele Group

Team Lead

Denis Regnerus- The Steele Group

Service Associate

Tiffany Reinhardt - The Steele Group

Service Associate

Nekesha Auld-Howell - The Steele Group

Service Associate

Patrick O'Rourke - The Steele Group

Service Associate

Priyanca Patel - The Steele Group

Administrative Assistant

Moreau Teixeira - The Steele Group

Client Services Specialist

Mariya Patel - The Steele Group

Administrative Assistant Intern

Victoria Faucher - The Steele Group

Administrative Assistant Intern

Our History

1996

The Founding

Norm Steele entered the industry via Mutual Life's back office, serving clients directly for their financial planning needs and started providing group services. This office was one of the earlier firms adopting a fee based model with no embedded commissions on clients investments.

1999

First Major Dealership Change

Back office services changed from Mutual Life to Clarica, increasing the total offerings to our clients