NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
Steve is an Investment Adviser Representative with Voya Financial Advisors, and has a Chartered Financial Consultant® designation. He has over 41 years of experience in the financial and retirement services industry. Since 1977, he has worked extensively with large employer groups in both public and private industries. Just like the medical professional, Steve believes every client should have a thorough financial examination and diagnosis before he recommends any plan or solutions.
The Cross family strives to deliver independent and objective advice to every one of their clients. The firm’s overall mission is to minimize risk, maximize return and maintain your resources, at all times.
During his early educational years, Steve lived in Washington and California before relocating to Kansas and receiving his bachelor’s degree in accounting from Pittsburgh State University. Before that, he obtained his associate’s degree in business administration. He has been a Million Dollar Round Table (MDRT)* member for 35 years. When he’s not meeting with clients, Steve hosts seminars and workshops. His formula for financial success: “Save as soon as you can. Save as much as you can. And save as long as you can.”
Steve holds FINRA Series 7, 65, and 63 securities registrations. He also currently holds Life, Health and Disability insurance licenses including the Long-Term Care certificate required by the State of Kansas.
*Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards.