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STEVEN L. DICK, CFP®, CHFC®

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.

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DONNA L. DICK

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.