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Steve Dum Email & Phone Number
Principal
at
Providence Financial Group
1 work email found
@somersetcpas.com
4 phones found area 317
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal
Location
Indianapolis, Indiana, United States
Company size
Who is Steve Dum? Overview
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Quick answer
Steve Dum is listed as Principal at Providence Financial Group, a with 10 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at somersetcpas.com, phone signal with area code 317, and a matched LinkedIn profile for Steve Dum.
Steve Dum previously worked as Principal, Wealth Management at Wealth Management and Owner at Fringe Benefit Planners. Steve Dum holds Bs, Accounting And Finance from Indiana University Bloomington.
Company email context
Email format at Providence Financial Group
This section adds company-level context without repeating Steve Dum's masked contact details.
{first_initial}{last}@somersetcpas.com
86% confidence
AeroLeads found 1 current-domain work email signal for Steve Dum. Compare company email patterns before reaching out.
Profile bio
About Steve Dum
Created Providence Financial Group to provide financial direction to individuals and businesses in the Indianapolis area. In the past, Steve was a Principal at SomersetCPA's and founded Fringe Benefit Planners in 1984, along with his partner, Larry Dykes. Specialties: retirement planning and advanced business and estate planning for business owners
Listed skills include Estate Planning, Retirement Planning, Strategic Planning, Life Insurance, and 23 others.
Current workplace
Steve Dum's current company
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Providence Financial Group
3 roles · 43 years
Steve Dum work experience
A career timeline built from the work history available for this profile.
Principal, Wealth Management
Wealth Management
Prior to joining Somerset, Steve founded Fringe Benefit Planners in 1984, along with his partner, Larry Dykes. Steve has brings his expertise in money management, retirement planning and advanced business and estate planning to individuals and business owners. Steve’s ability to listen to his clients’ needs and recommend appropriate, tax-favored solutions has kept Steve as a top planner in the industry. Steve’s credentials include Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant and Certified Mutual Fund Counselor. Additionally, he is a member of the Board of Regents of the National Heritage Foundation, Inc.; Planned Giving Group of Indiana; Estate Planning Council of Indiana and the National Association of Securities Dealers. Steve received his B.S. degree from Indiana University in 1979 in accounting and was a member of the Indiana University Varsity Wrestling team from 1975 to 1979.
1999 - 2011
~12 yrs
Owner
Fringe Benefit Planners
1984 - 1999
~15 yrs
Team & coworkers
Colleagues at Providence Financial Group
Other employees you can reach at pfg-cpa.com. View company contacts for 10 employees →
DK
David Klapatch
Colleague at Providence Financial GroupNewport, Rhode Island, United States
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TP
Tracy Prince
Colleague at Providence Financial GroupWesterville, Ohio, United States
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AR
Antonio Roberson
Colleague at Providence Financial GroupCharlotte, North Carolina, United States
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TG
Terry G. Sanderson, Cpa
Colleague at Providence Financial GroupHuntsville, Alabama, United States
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DF
Darryl Freeman
Colleague at Providence Financial GroupCharlotte, North Carolina, United States
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JM
James Mccabe
Colleague at Providence Financial GroupCharlotte, North Carolina, United States
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David Klapatch
Colleague at Providence Financial GroupNewport, Rhode Island, United States
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TP
Tracy Prince
Colleague at Providence Financial GroupWesterville, Ohio, United States
View →
AR
Antonio Roberson
Colleague at Providence Financial GroupCharlotte, North Carolina, United States
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TG
Terry G. Sanderson, Cpa
Colleague at Providence Financial GroupHuntsville, Alabama, United States
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DF
Darryl Freeman
Colleague at Providence Financial GroupCharlotte, North Carolina, United States
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JM
James Mccabe
Colleague at Providence Financial GroupCharlotte, North Carolina, United States
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2 education records
Steve Dum education
Bs, Accounting And Finance
Education record
FAQ
Frequently asked questions about Steve Dum
Quick answers generated from the profile data available on this page.
What company does Steve Dum work for?
Steve Dum works for Providence Financial Group.
What is Steve Dum's role at Providence Financial Group?
Steve Dum is listed as Principal at Providence Financial Group.
What is Steve Dum's email address?
AeroLeads has found 1 work email signal at @somersetcpas.com for Steve Dum at Providence Financial Group.
What is Steve Dum's phone number?
AeroLeads has found 4 phone signal(s) with area code 317 for Steve Dum at Providence Financial Group.
Where is Steve Dum based?
Steve Dum is based in Indianapolis, Indiana, United States while working with Providence Financial Group.
What companies has Steve Dum worked for?
Steve Dum has worked for Providence Financial Group, Wealth Management, and Fringe Benefit Planners.
Who are Steve Dum's colleagues at Providence Financial Group?
Steve Dum's colleagues at Providence Financial Group include David Klapatch, Tracy Prince, Antonio Roberson, Terry G. Sanderson, Cpa, and Darryl Freeman.
How can I contact Steve Dum?
You can use AeroLeads to view verified contact signals for Steve Dum at Providence Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Steve Dum attend?
Steve Dum holds Bs, Accounting And Finance from Indiana University Bloomington.
What skills is Steve Dum known for?
Steve Dum is listed with skills including Estate Planning, Retirement Planning, Strategic Planning, Life Insurance, Small Business, Certified Financial Planner, Customer Service, and Financial Planners.
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