Our Qualifications

Steven & Carolyn Dias have been working with individuals and businesses in the area for many years. We hold various professional designations, and are qualified and licensed to sell a variety of investment and insurance products. Steven successfully completed the FINRA sponsored Series 7, 63, and 65 examinations in 1999; the Series 24 in 2014; the Life, Accident and Health insurance license in 1999; and both Steven & Carolyn have been practicing tax and accounting as licensed Certified Public Accountants since 1986.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.