About Our Team

The professionals at Gregory H. Steinbis, CPA, A Professional Corporation set out to help you achieve your goals by taking a hands-on approach to your business, taxes and finances. We are proactive rather than reactive. We help you manage, grow and conserve your wealth.

We are working on your behalf… all the time.

Gregory H. Steinbis, EA, CPA

Gregory H. Steinbis, EA, CPA

Enrolled Agent
Certified Public Accountant
Financial Advisor

Dolores Steinbis

Dolores Steinbis

Client Service Associate

Joanna Jackson

Joanna Jackson

Client Service Associate

Additional Team Resources

CETERA® INVESTMENT MANAGEMENT

Expertise to Help You Reach Your Goals

Through Cetera Investment Management LLC, our advisors have access to outstanding resources to deliver sound investment advice and insights to you. These include thought leadership on the latest detailed market information as well as investment perspectives, asset allocation strategies, and investment ideas and recommendations.

Proactive: Cetera Investment Management provides our team and you with research that uses forward-looking macroeconomic assessment of the market climate. This allows us to determine which areas of the market may hold the greatest opportunity. The investment research team covers multiple areas of expertise to ensure that you have access to a broad range of research resources to fit your individual needs.

Responsive: Cetera Investment Management’s team of experts is here as a partner helping our team and you navigate the complexities of the market by supporting you with a structured process focused on your long-term goals.

Consistent: By evaluating a broad range of market indicators, including economic growth projections, market liquidity, volatility, political environment, secular growth cycles, as well as potential investment horizon, Cetera Investment Management is able to offer consistent portfolio advice for our advisors to use with you.

Meet the Cetera Investment Management team.

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About Cetera® Investment Management

Cetera Investment Management LLC is an SEC Registered Investment Adviser owned by Cetera Financial Group®. It provides market perspectives, portfolio guidance, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers, and Registered Investment Advisers. For more information, please reference the Cetera Investment Management LLC Form ADV disclosure brochure.

 

Dimensional Fund Advisors: Nobel Prize-Winning Finance

One of the premier solutions often recommended is Dimensional Fund Advisors. Watch the video below to learn more about the philosophy of its award-winning founder.

 

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