About Us
Steven Berman
- CFP
- Financial Advisor
Steven Berman
- CFP
- Financial Advisor
- I truly love being a financial advisor for the past 25 years.
- Opposites attract and my wife, Sygi and I have been married 31 years and counting.
- We're empty nesters now. Our daughter Sami is a Physician Assistant in Rochester. Our daughter Hannah is married and is a credit analyst with a major Baltimore investment firm.
- Outside of work I’m a bit of an adrenaline junkie, I’ll try anything at least once- Firewalking, scuba diving with sharks, parachuting, to name a few. In summer months you can find me running, I’ve also been avid snowboarder for more than 30 years.
- I love concerts! I go to 10-20 concerts a year, I have an eclectic and broad musical taste.
- Sometimes I’m more than just a fan - I was a production assistant for the 2021 Rock and Roll Hall of Fame Induction Ceremonies. Yes, it was as exciting as it sounds!
- I love to travel, but not to vacation - travel is an adventure to me, new sights, architecture, foods, people, and things to do. I’m always on the move when I travel. My favorite place is Costa Rica.
- The quote I live by is “You only live once, but if you do it right, once is enough”
CA Insurance License Number: 0H90993. Resident State OH.
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Tammy Salopeck
- CFP
- CDFA
- Operations Manager
Tammy Salopeck
- CFP
- CDFA
- Operations Manager
- I have been in the financial services industry for 35 years. It’s the only thing I know and can’t imagine doing anything else! I’ve spent the entire 35 years with Wells Fargo Advisors or its predecessor firms.
- My first marriage didn’t work out so well, but I got the courage to try again! I’ve been married to my husband, Dean, for over 20 years and he’s definitely a keeper.
- Between Dean and I, we have five children ranging in age from 27 to 19 (3 boys and 2 girls). We have “his”, “hers” and “ours”.
- I enjoy being physically active. I run, fish, and ride my Peloton bike. I would like to start golf and pickle ball in the near future.
- I'm an avid reader but won’t say no to a good movie.
- I love to vacation and enjoy warm locations the best. Florida is my go-to place, but I have also travelled to various locations in Mexico. I have family in Colorado where the hiking and the mountain views are phenomenal.
- My kids have heard me say many times, “Just go with the flow”. In other words, don’t sweat the small stuff! There’s too much in life that we can’t control and it’s not worth worrying over or wasting time and effort on it. Just ride the journey that life is giving you!
- My all-time favorite quote, however, is from Winnie the Pooh: “You are braver than you believe, Stronger than you seem, Smarter than you think.” If I had the courage to get a tattoo, that is what it would be.
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