Steele Wealth and Insurance Solutions
Mason Thomas Steele
Financial Advisor
The Planning Team
With the fusion of each team member’s unique strengths coming in the vicinity of our Others Commitment, we are able to flip the predetermined thought process of financial planning as a luxury to an opportunity accessible to all individuals and families with the admiration of bringing to reality their potential for unceasing growth.
Simran Zenaisha Kaur
Simran, also known as Sim, grew up in the Inland Empire. She runs her family’s small business, the skills of which flourished throughout her upbringing in an environment of intense motivation and self-innovation, something that is clear in her work. Sim is an integral part of the day-to-day operations as well as the creative mind on the team.
Thomas Michael Forbes
Director of Financial Planning
Having been with the company for over a decade, Thomas performs an integral role in providing necessary perspective in the financial planning process and strategy for optimizing client's current and future situations. He also leads the document generation process for investment services for all of our clientele.
Viridiana Gonzalez
Director of Operations
Viridiana, Viry for short, provides the backbone to our practice. Her role handles the necessities of compliance relations and manages all insurance operations, new and in-force.