Steve Seals is the owner of Seals Financial Planning & Investments VI, LLC, a DBA of Keystone Financial Group, LLC. Seals Financial Planning & Investments provides financial planning services and is based in Lexington, KY and St. Croix, USVI. With about two decades of experience in the investment and insurance industries, Steve’s firm is founded on getting to know each client personally, allowing him to provide sound financial advice throughout their career and into retirement. With two decades of experience in the investment and insurance industries, Steve’s firm is founded on getting to know each client personally, allowing him to provide sound financial advice throughout their career and into retirement. With the mission of guiding clients on the path to success, Steve is fueled by his commitment to excellence and goes the extra mile to make sure clients are fully satisfied. He believes in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes.
Born in Jenkins, Kentucky, Steve grew up with a love for basketball and serving his community. After high school, he served nine years in the United States Marine Corps, then earned a bachelor’s degree in accounting. He was eventually able to use his degree and desire to help others as a fiduciary financial planner. Prior to founding his own firm in 2014, Steve learned from working with Edward Jones, US Bank, the University of Kentucky Federal Credit Union, and CUSO Financial. He also received his Security Series 63 and 65/66 through Keystone Financial Group, LLC, and holds various life, health, and variable insurance licenses.
Steve divides his time between Lexington, KY, and the U.S. Virgin Islands. In the U.S. Virgin Islands, he has partnered with the University of the Virgin Islands Research and Technology Park to help develop a highly skilled, financially savvy, and globally competitive workforce in the USVI. The goal of this partnership is to actively engage with the local community by providing financial education seminars to high school and college students as well as faculty and staff members. By fostering financial literacy, Steve believes they can help create a population that is well prepared and capable of driving the economic progress of the U.S. Virgin Islands.
Steve and his wife, Angie, have three daughters (Lauren, Peyton, and Ashton) and three grandsons (Kenyon, Kai, and Kase). Steve holds a private pilot license, and the family enjoys sports, spending time at the lake, and traveling. To learn more about Steve, connect with him on LinkedIn.