top of page
TSG_OurTeam.jpg

Our Team

Meet your Dedicated Financial Experts

Cliff Steele - The Steele Group

Cliff Steele

Financial Planner

Mario Mota - The Steele Group

Mario Mota

Financial Planner

Mark Wiesel - The Steele Group

Mark Wiesel

Financial Planner

Meet the team

Neel Aggarwal - The Steele Group

Neel Aggarwal

Insurance Advisor

Kelsey Fullerton - The Steele Group

Kelsey Fullerton

Manager Client Services & Resource Planning

Katie O'Neill - The Steele Group

Katie O'Neill

Manager Compliance

Cintia Mota - The Steele Group

Cintia Mota

Team Lead

TSG_Bio_900x900_Tiffany-Reinhardt.jpg

Tiffany Reinhardt

Service Associate

TSG_Bio_900x900_Denis-Regnerus.jpg

Denise Regnerus

Service Associate

Nekesha Auld-Howell - The Steele Group

Nekesha Auld-Howell

Service Associate

Patrick O'Rourke - The Steele Group

Patrick O'Rourke

Service Associate

Priyanca Patel - The Steele Group

Priyanca Patel

Service Associate

Moreau Teixeira - The Steele Group

Moreau Teixeira

Client Services Specialist

Mariya Patel - The Steele Group

Mariya Patel 

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

bottom of page