President, Sapiat Asset Management
Steve is Co-Founder, Co-Owner, and CEO of Sapiat Financial Group, acting as President and Lead Advisor at Sapiat Asset Management.
As a student at the University of Alaska-Fairbanks, Steve worked in construction and as an auto mechanic to help fund his education. After graduating with a BA in Economics in 1999, he began his career in financial services as a Management Trainee at First National Bank Alaska. After only three years on the job, he was promoted to Assistant Vice-President of Commercial Lending at the bank’s corporate headquarters. As a banker, Steve worked on the largest commercial transactions across the state. He was frequently called upon to consult federal, state, and municipal agencies, tribal governments, and even a U.S. Senator, all before the age of 30.
In 2003, Steve was recruited by Edward D. Jones & Co. to manage and serve as lead Financial Advisor of a branch in Tennessee. While there, he worked with numerous families, small-business owners and entrepreneurs to build a multimillion-dollar business. In 2010, he co-founded Strong Heritage Financial Group with his wife and business partner, Donna, and in 2016, Strong Heritage became Sapiat Financial Group. Sapiat Financial Group, Inc. is 100% owner of Sapiat Asset Management, LLC.
Steve holds a number of professional designations, including CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant, Accredited Wealth Management Advisor, Accredited Asset Management Specialist, Chartered Retirement Plans Specialist, and Certified Lender Business Banker. He is a professional member of the Financial Planning Association and Institute of Certified Bankers and a member of the Financial Planning Association of East Tennessee. Steve is a 3rd generation veteran, having proudly served with the U.S. Army’s 9th Infantry Regiment.
CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc. owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Chief Operations Officer, Sapiat Asset Management
Donna is Co-Founder, Co-Owner, and COO of Sapiat Financial Group, also acting as COO at Sapiat Asset Management.
After several years as a successful business owner in the Alaskan construction industry, Donna began her financial services career as a Personal Banker at First National Bank Alaska. While there, she worked closely with families, small-business owners, and entrepreneurs in many industries. She relocated to Tennessee in 2003 to work as Branch Office Administrator for Edward D. Jones & Co., again working closely with a diverse range of clientele.