Join us for a great lunch and a great discussion lead by Jim Maine and his panel of experts.
They will be discussing the financial implications of the upcoming election.
Steve Beatty stepped into the financial advising world in 1989. His expertise is working alongside owners of closely held businesses for almost 20 years. Since 1993, Steve has been a member of the esteemed Million Dollar Roundtable and has qualified for the Top of the Table since 2004, a distinction of only the top 0.2% of financial advisors worldwide.
Strategic tax planning, wealth management, business and estate planning are all areas that Steve specializes in and has worked in extensively. He earned his Political Science degree from the University of California-San Diego and additionally earned his Accredited Investment Fiduciary (AIF) designation from the Center of Fiduciary Studies at the University of Pittsburgh. Steve was one of the first graduates of the 401(k) Coach Program, a national program from prominent 401(k) advisors.
At age 16, Steve started as a sportswriter for the Colorado Springs Gazette-Telegraph, San Diego Union and Los Angeles Times. During his junior year of college, he met his wife Hilde on an exchange program to Bergen, Norway. They were married in 1989 and live in Las Vegas, Nevada with their three children. Steve enjoys golf and racquetball.
Professional Achievements: Million Dollar Roundtable Member since 1993, The Premier Association for Financial Professionals®, Top of the Table Member since 2004 and Court of the Table Member since 2002; Wealthy 100, Member and Founder of Las Vegas chapter; Top 40 Under 40, In Business Las Vegas.
Community Service: Faith Lutheran Junior and Senior High Business Advisory Council, Executive Board Member; Girls Youth Softball Coach; Boys Youth Baseball Coach.
Richard Cromwick, MA, ERPA
Richard Cromwick has over thirty years of experience working with Defined Benefit Pension Plans, Cash Balance Plans, and Defined Contribution Plans, which has given him the background to diagnose and implement creative plan designs. His ability to think outside the box has allowed him to have excellent relationships both with his clients, and their financial advisors. In addition to administering approximately 200 plans, he is in charge of all new business, marketing, and new plan designs.
Richard also gives CE credit seminars to CPAs, as well as provides in-house training.
Richard’s individually designed plan range varies from service organizations, doctors, dentists, and small business firms, as well sole proprietors in all fields of endeavor.
He has two degrees in mathematics with an MA from University of Arizona. Further education in the pension field has earned him the Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals and Actuaries (ASPPA), as well as the Enrolled Retirement Plan Agent (ERPA) designations. His varied skills have enabled him to create a successful business partnership with his own business. Richard lives in Las Vegas, Nevada, and is an avid reader, baseball enthusiast, and a dedicated father and family man.
Mike Keeler is a Certified Financial Planner and the owner of Peak Financial Solutions, a company that has been serving Las Vegas for over 35 years. In addition to the CFP designation, he holds the Accredited Investment Fiduciary, Certified in Long Term Care, and National Social Security Advisor designations.
Mike helps his clients accumulate wealth in the working years and then create a plan to distribute it in a tax efficient manner during retirement.
Mike is the father of two college age boys, Ryan and Spencer and has been married to his wife Christy for 24 years. In his spare time, Mike enjoys snowmobiling, boating, going to the gun range, and traveling.
James Main, CPA, CCIFP, CEPA
Jim has more than 30 years of experience in financial reporting and analysis, and tax planning and advisory services including strategic business and succession planning. Jim grew up in Southern Nevada and in his spare time, he enjoys skiing in the winter and fly fishing the rest of the year.
Technical experience: Construction, Succession planning, Architecture and engineering, Real estate development and investment, and Professional practices.
Education and professional involvement: BS Accounting UNLV, Las Vegas, NV, American Institute of Certified Public Accountants, Nevada Society of Certified Public Accountants, Certified Construction Industry Financial Professional and Certified Exit Planning Advisor
Civic organizations: Las Vegas Downtown Rotary Club, charter member, past president, past foundation board member; Southern Nevada Chapter of the Construction Financial Management Association (CFMA), board member, past president; Construction Industry CPA’s and Consultants, national past president; UNLV College of Civil and Environmental Engineering and Construction, industry advisory board member.