Dolores Steinbis

Dolores is the administrative and marketing side of the Steinbis couple. While she often teases Greg that it was her suggestion that he open his own practice, Dolores is quick to credit Greg’s easy-going and genuine concern for clients as the reason for the firm’s success. 

Prior to joining the firm full time, Dolores enjoyed a rich, varied background in the finance, accounting and marketing fields. Her experience includes more than 25 years in financial and leadership positions at IBM as well as 10 years in sales and marketing in the communication and internet industry. 

As the firm grew, Dolores recognized it was time to leave the corporate world and join Greg as a full-time member of the team. Her management of the firm’s administrative functions provides Greg more time to focus on clients’ tax and wealth management issues.

Dolores holds Series 6 and 63 securities licenses, and as Client Services Associate she oversees paperwork and electronic details involved in the day-to-day work of managing our clients' investments. She works closely with both Greg and our clients to establish and manage investment accounts.

As a proactive, detail-oriented individual whose career has always revolved around financial planning and budgeting, Dolores enjoys her role working with clients to reach their financial goals.

“Think of us as a firm with big-city capabilities and a small-town touch. Greg and I have lived and worked in Morgan Hill since the '70s; we care about our community and the people in it. To us, you’re not just a business or a number; we get to know who you are and what you do, and we really care whether you accomplish your goals. And I believe it’s that difference that has made our firm what it is today.”

During her leisure time, Dolores enjoys cooking and traveling with her husband.