Steele Larson Advisors LLLP, is an Arizona limited liability partnership and a registered investment advisor firm. The principals and key individuals are as follows:
Thomas L. Steele, CPA, CFP®
 |
Mr. Steele is the Managing Senior Partner of Steele Larson Advisors, LLLP®. Mr. Steele is a Certified Financial Planner (CFP®), a Certified Public Accountant (CPA) as well as an Enrolled Agent (EA) with the Internal Revenue Service. Tom is considered one of the top experts in tax and estate planning and has been quoted by the Wall Street Journal®, The Arizona RepublicT as well as other industry specific trade journals and radio news programs. Mr. Steele is also an author who writes about various financial management issues. He wrote, "Protect What You Own", "REVOLUTIONST Portfolio Management", and other financial books, workbooks and articles. As a university instructor, Mr. Steele taught the Certified Financial PlannerT examination curriculum. Mr. Steele holds dual Bachelor of Science Degrees in Accounting & Business Management. After graduation, Mr. Steele obtained a financial planning certificate from Florida State University. Previous to Steele Larson Advisors, Mr. Steele was a Financial Planning, and Private Banking Executive for Northern Trust, N.A. While there, he created a financial planning division within Arizona where he worked with media celebrities, professional athletes, business owners, and other professionals. Mr. Steele supervised offices located in Arizona and Colorado. Under his supervision, assets under management exceeded $400 Million. |
Don C. Larson, CPA, CFP®
 |
Mr. Larson is a Senior Partner and Chief Financial Officer of Steele Larson Advisors, LLLP® and all affiliated companies. Mr. Larson obtained Bachelor of Science degrees in Accounting & Finance from Arizona State University. As a Certified Financial PlannerTM and a Certified Public Accountant, Mr. Larson works closely with his investment clients to provide individually-focused solutions to complex portfolio situations. As the Senior Portfolio Manager, he currently has assets exceeding $100 million under his advisement. Mr. Larson holds the following licenses: Registered Investment Advisor (Series 66); Life, Health, Disability Insurance; and Property & Casualty Insurance. Mr. Larson will handle all of the accounting and financial responsibilities for Cold Frame Funds. |
Sheri L. Bieberle, CFP®
 |
Sheri Bieberle is a Wealth Advisor and Regional Director for Steele Larson Advisors, LLLP®. She has worked in the financial planning industry since 2002 and holds a Bachelor of Arts degree from Arizona State University. As a Certified Financial PlannerTM, Sheri guides her clients through every area that affects them financially and helps them create a sound, comprehensive and turn-key financial plan to help secure their financial future. She holds the following licenses: General Securities Representative (Series 7) Registered Investment Advisor (Series 66) Life, Health, Disability Insurance Arizona Real Estate License Paralegal License |