Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Jim Steiger
Asset Advisory Group
Jim is Partner and Branch Manager with Asset Advisory Group in Germantown TN. As a Financial Advisor for 25+ years, Jim has been successfully helping his clients personalize their investments to fit current and future needs.
Jim graduated from the University of Memphis with a Bachelor of Science Degree where he was active in both student and fraternal organizations.
Jim was a top leader in the Medical Laboratory and Cardiology equipment sales and marketing for 15 years.
A fifth generation Memphian he lives in East Memphis with his wife Sherri. They have three children and three grandchildren. Jim enjoys golf and fishing. Sherri after fifty years in fashion retailing, enjoys volunteer work at the Women’s Exchange.
George Howard
Asset Advisory Group
George, a partner with Asset Advisory Group, has been assisting clients in developing financial plans for 20 plus years. He says, he likes to get “people ready to retire.“ Clients range from the young, those beginning their financial plans, to retirees who are living on fixed income. His objective is to help his clients make sound decisions that are vital in helping them pursue their goals.
Prior to entering the financial field, George was in senior management with two major medical device companies developing long range business plans, sales forces and marketing programs.
George graduated from Slippery Rock University, with a BS in Education. He received his MBA from St Francis University.
George, and his wife Sue, have three children and five grandchildren. They enjoy spoiling their three grandsons and two granddaughters, just to get even with their children. Life is Great.
Chris Stewart
Asset Advisory Group
Chris is a partner with Asset Advisory Group in Germantown, TN. For the past 22 years, his focus has been assisting others to find peace of mind when reflecting on their financial goals. Whether helping his clients begin their investment journey as a new family, assisting with their existing financial strategy, or preparing for ultimate financial independence, the approach has remained constant.
Chris graduated from the University of Memphis with a Bachelor’s degree from the Business School. While attending the University, he was a four-year letterman for the Tiger’s baseball team. After a brief career in the minor leagues, he began his financial services career in 1998. Since then, he has acquired both his CFP® and RICP® designations thus, further investing in the knowledge required to help others.
Over the past 18 years, Chris has been an active youth baseball coach with the Memphis Tigers youth baseball program as well as a voluntary assistant for the baseball program at Memphis University School (since 2009). He and his wife Keri have three wonderful boys who have blessed their lives in becoming wonderful young men. The Stewarts are also proud members of Faith Baptist Church in Bartlett, TN.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.