Steve Koehler, Cf2 Email and Phone Number
I’m Steve Koehler and I’m a Certified Financial Fiduciary® and independent financial advisor with Johns Creek Advisors. I help my clients clearly identify and achieve the things most important to them using a proprietary process I’ve developed and refined to put all the pieces of the financial puzzle together. As a Certified Financial Fiduciary, I promise good care, faith, and loyalty to work in your best interest. As an independent advisor, you can expect advice you can trust, a relationship built on accountability, transparent fees, and deep expertise. These are the hallmarks of my practice.I invite you to connect and follow me.Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Johns Creek Advisors, Inc.
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Investment Professional And Certified Financial Fiduciary®Johns Creek Advisors, Inc. Oct 2018 - PresentPlanning for retirement, saving for college, and protecting the financial futures of the ones you care for requires working with a financial advisor you trust. The best financial plans are developed by experienced professionals who take the time to listen to their clients. Too often, financial advice is given without much thought about the individual needs of the people involved. That’s not the way we do business at Johns Creek Advisors, and that’s certainly not the way I do business. I listen. I research. I advise. You win.At Johns Creek Advisors, I’m able to work with businesses, entrepreneurs, and individuals to provide the following services:• Comprehensive Financial Plans• Planning for and Living in Retirement• Saving for College• Estate Planning• Business Planning and Employee Benefits (including 401k, 403b, and other plans)I'd like to help provide you with the answers to your questions so that you can make informed, financially sound decisions. Please contact me today so that we can start a conversation about your individual needs. Your financial future is too important! -
Financial AdvisorEdward Jones Apr 2017 - Oct 2018St. Louis, Mo, UsRetirement Planning with Roswell-based Financial Advisor Steve Koehler -
Financial RepresentativeCountry Financial® Nov 2015 - Feb 2017Bloomington, Il, UsCOUNTRY Financial® (http://www.countryfinancial.com) serves about one million households and businesses throughout the United States. It offers a full range of financial products and services from auto, home and life insurance to annuities and financial services. -
Owner/AgentFarmers Insurance - The Koehler Agency Feb 2014 - Oct 2015Woodland Hills, Ca, UsThe Koehler Agency was an exclusive agent for Farmers Insurance and their various companies. We sold auto insurance, homeowners (home and renter) insurance, life insurance, specialty insurance (boats, RV, motorcycle, rental property, etc.), commercial insurance, and financial products. -
Eastern Region Sales ManagerEncision Jun 1999 - Dec 2012Boulder, Colorado, UsEncision is a medical technology firm focused on the minimally invasive surgery market. I directed a regional sales team selling advanced electrosurgical and laparoscopic surgical devices to hospitals and surgery centers. I hired, trained, and mentored a team of up to 24 direct reports and independent sales representatives. In addition, I helped develop and implement national and regional business strategies as a member of the Executive Management team. -
Area Sales ManagerGeneral Surgical Innovations (Now Part Of Covidien) Jan 1999 - Jun 1999GSI produced and sold balloon-dissection devices used in minimally invasive surgery. I coordinated business development activities across a 5-state region, managing sales of GSI's laparoscopic hernia repair and endoscopic vein harvesting devices through a team of 12 independent sales representatives. In addition to sales management responsibilities, I also developed and coordinated surgical training courses with internationally respected surgeons.
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Southeast Region Sales ManagerEverest Medical (Now Part Of Olympus) Jan 1998 - Jan 1999Everest developed, produced, and sold bipolar laparoscopic instrumentation. I managed an 11-state region in the Southeast working with independent sales representatives and organizations.
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National Sales Manager, National Sales Trainer, Southeast Regional Sales ManagerApplied Medical Jun 1993 - Jan 1998Rancho Santa Margarita, Ca, UsApplied Medical developed and produced innovative products used in vascular, urological, and minimally invasive surgery. In my time at Applied Medical I managed a sales team of direct sales representatives in the Southeast while at the same time was the national sales trainer responsible for training new hires and conducting advanced training classes for the existing sales team. In the last year at Applied, I was the National Sales Manager of the newly formed Laparoscopic Division, responsible for putting together a team of direct and independent sales professionals to sell minimally invasive surgical devices.
Steve Koehler, Cf2 Education Details
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Auburn UniversityBiology -
The American CollegeFinancial Services
Frequently Asked Questions about Steve Koehler, Cf2
What company does Steve Koehler, Cf2 work for?
Steve Koehler, Cf2 works for Johns Creek Advisors, Inc.
What is Steve Koehler, Cf2's role at the current company?
Steve Koehler, Cf2's current role is Helping people clearly identify and achieve what's most important to them..
What schools did Steve Koehler, Cf2 attend?
Steve Koehler, Cf2 attended Auburn University, The American College.
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