Steve Pomeroy is an Investment Advisor Representative with over 20 years experience in investment management, financial planning, retirement consulting, wealth growth and asset preservation. His planning, consulting and asset management services are coupled with his more than 30 years of experience in tax management strategies and financial analysis as a Certified Public Account. This combination of knowledge and experience allow him to provide his clients an interesting perspective.
Mr. Pomeroy graduated from Arizona State University with a Master of Science degree in Accounting. Previously, he graduated from Brigham Young University with a Bachelor of Science degree in Accounting and a minor in Economics. After graduation, he worked for a large local CPA firm, became a partner and later merged the local firm with a large regional CPA firm, becoming a partner of the regional CPA firm of 35 partners and over 250 employees.
By 1999, Mr. Pomeroy had obtained his education and licensing as a financial services professional, enabling him to help clients plan for their financial future, manage risk and invest for their future needs and dreams. He is licensed to assist clients with their investments such as ETFs, mutual funds, stocks, bonds, REITs and other financial instruments. In 2001, he began providing fee-based advisory services for his clients, including creation and monitoring of custom portfolios.
Mr. Pomeroy's approach as a financial advisor is based on his core values of integrity, quality and timely services, and respect and caring for his clients and for each team member.
Mr. Pomeroy teams with other professionals to help provide reliable and timely technical knowledge for Investments, Insurance, Estates and Trusts, Retirement Plans, Mortgages, Accounting, Tax planning and Tax Preparation.
Neither Woodbury Financial Services, Inc., nor it employees or representatives provide tax or legal services.