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Our Team

Your money and your goals are personal. You deserve personal care and service.
Judy Steele, CWS, AIF
Founder
judy@steelefinancial.org

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916.846.7733
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Jennifer Vickner
Branch Operations Manager
jen@steelefinancial.org

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916.846.7733
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Danielle Holt
Scheduling Specialist
Danelle.holt@lpl.com

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916.846.7733
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Grant Holt
Investment Management Intern
grant.holt@lpl.com

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916.846.7733
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Judith Steele is a Registered Representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives) associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, ID, IL, MA, MI, MO, NC, NJ, NM, NV, OR, TX, WA
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