Steve Haug
Principal & Managing Director
Steve has more than 30 years of securities industry experience and is responsible for new business development and helping clients achieve their investment goals using diversification and asset allocation techniques. Steve manages the IMS branch in Rathdrum, Idaho.
Prior to joining IMS, Steve spent 23 years in the brokerage and advisor industry working with clients and their investments. Steve earned his Bachelor of Science degree in Business Management from Whitworth College.
Fun fact: Steve and his wife, Sharon, own a small gym in North Idaho and love working out and teaching a few workout classes. (After working out, they are known to ruin the whole workout by eating chips and salsa while watching TV!)
Death of a Spouse
We know how traumatic the death of a loved one is; and we hope this printable guide provides you with some comfort as you wrap your head around...
Good Changes for Unused 529 Plans
If a 529 Plan was started years ago, but you have a student who didn’t need to use it – due to receiving scholarships or choosing not to go to college – then read here for some very important changes.
The Value of Professional Advice
Hire a Coach or Go it Alone? Note: There are many ways to describe someone running your life's hard-earned savings. Whatever you call it [financial...
Schedule a Free Consultation
Once we understand the combination of You + Your Money,
we'll tailor a plan to meet your needs.