Steven D. Loney
Certified Public Accountant/Personal Financial Specialist
Steven formed his practice in 1988 and has thirty five years' experience in providing individualized attention to client needs through accounting, tax and business consulting services. Steven added investment services after actively investing in the stock market for many years, has attained licensing as a Certified Public Accountant, designation as a Personal Financial Specialist, and holds Series 6, 63, 65 and 7 FlNRA licenses, as well as life and health insurance license.
Away from the office; Steven enjoys boating and swimming on the Sea of Cortez in Puerto Penasco, Mexico and taking long walks on the beach with his wife (Merrill). Steven has three adult children.