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Steven L. Dick
Background
- CFP® – CERTIFIED FINANCIAL PLANNER™
- ChFC – Chartered Financial Consultant
- AWMA – Accredited Wealth Management Advisor
- AAMS – Accredited Asset Management Specialist
- IMC – Investment Management Consultant
- CRPS – Chartered Retirement Plans Specialist
- DACFP – Certificate in Blockchain and Digital Assets®
- CLBB – Certified Lender Business Banker (2003 – 2019)
- Diploma – Commercial Lending
- Diploma – Consumer Lending
- Diploma – Mortgage Lending
B.A. Economics; University of Alaska Fairbanks; 1999.
Scholarship Study:
- Ludwig von Mises Institute; Auburn University; 1998.
- Political Economy Research Institute; Montana State University; 1998.
Sapiat Financial Group; 2010 – Present.
Edward Jones Investments; 2003 – 2010.
First National Bank Alaska; 1999 – 2003.
Steve is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Entrepreneur, and Executive with decades of experience in financial services. He is Co-Founder, Co-Owner, and CEO of Sapiat Financial Group, acting as President and Lead Financial Advisor at Sapiat Asset Management.
Steve is also a 3rd generation veteran, having proudly served with the U.S. Army’s 9th Infantry Regiment. After receiving an Honorable Discharge, Steve enrolled at the University of Alaska Fairbanks, while simultaneously working in construction and as an auto mechanic to help fund his education. After graduating with a B.A. 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 some of 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 Jones Investments to manage and serve as Lead Financial Advisor of a small branch in his home state of 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 2015, Strong Heritage became Sapiat Financial Group. Sapiat Financial Group, Inc. is 100% owner of Sapiat Asset Management, LLC. Since 2003, he has worked exclusively with Individuals and Families, their Businesses, and the Trusts that benefit them.
As a CERTIFIED FINANCIAL PLANNER™ professional he is an objective and disciplined advisor who can be trusted to always place his customers first. He spends time getting to know his customers before a plan is ever created and then dedicates himself to helping them successfully achieve their goals.
In addition to his college degree, Steve has studied on scholarship at two world-renown economic think-tanks; the Ludwig von Mises Institute at Auburn University and the Property & Environment Research Center at Montana State University.
Dedicated to career-long professional education, Steve has earned a number of professional designations, including CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant (ChFC), Accredited Wealth Management Advisor (AWMA), Accredited Asset Management Specialist (AAMS), and Chartered Retirement Plans Specialist (CRPS).
He is a professional member of the Financial Planning Association and the Financial Planning Association of East Tennessee.
In his free time, he is an avid outdoorsman who particularly enjoys hiking, camping, and hunting. Weekends often find him exploring the beautiful Appalachian Mountains of Tennessee, North Carolina, and Virginia. During hunting season he can be found chasing elk in Oregon & whitetail in his home state of Tennessee while he daydreams about Alaskan moose and caribou hunts of days long gone. During his downtime, Steve is a habitual reader, enjoying all genres.