Stephen D. Howles

CFP

Stephen Howles has worked in the financial services field since 2013, with experience in payroll services, project management, process coordination, and client services.

As a financial professional, Steve works with his clients on financial planning, life insurance, and investments.  His passion for helping people and their retirement has made him an invaluable part of the Beltz Ianni team.

He became partner at Beltz Ianni & Associates in 2020, and with Mark Siler and Kyle Dunn, they lead the Individual Services group.

Prior to joining Beltz Ianni in 2014, Steve was employed with Paychex, Inc. in a variety of senior level client management and service coordination roles.

He is a graduate of the University at Buffalo and holds a Masters of Science in Finance from Rochester Institute of Technology. Stephen resides in Chili, New York with his wife Julia and son Jacob.

Stephen Howles is a Registered Representative offering securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Beltz Ianni & Associates and LPL Financial are separate entities.

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