Broker Check
Steven Wallace

Steven Wallace

Brokerage Manager, Disability Income Specialist

Steven was an education major at Fitchburg State University before taking his academic journey to the Eastern Nazarene College School of Business, where he was taught by some of the Greater Boston area's finest entrepreneurs and professors. Steve quickly discovered that he enjoyed learning about start-ups, marketing, small business management, and the impacts of running a business on the ownership, the employees, and their families. He earned his degree in Business, Summa Cum Laude. Likely a result of his education, Steve is very entrepreneurial-minded and focuses his efforts on finding new ways to bring his practice to his target markets.
 
In 2012 Steve was steered towards a career in insurance and finance by the financial story of his grandparents, who are champions of human decency and his heroes but have very little to show for themselves. Combining his education skillsets, his motivation to help people avoid financial troubles, and his desire to build a business of his own, Steve took positions with Health Markets and MassMutual before moving his practice to Guardian 3 years later. Steve finds the coupling of Guardian and National Financial Network to be a perfect marriage of services/products, financial philosophy, and independence. In his career, Steve has teamed with high-profile financial professionals to help their clients all over the country, worked with successful business owners, executives, and medical and dental professionals. Steve uses an approachable demeanor and educational method to help his clients save more and protect against the impacts of the threats to their finances.
 
When Steve isn't working he loves to be with family and friends, exercising, or cooking. Steve is an avid skier of 31 years, is a frequent contributor and volunteer at his church and church-related events, and is excited to soon marry his fiance, Jenn, and raise her two boys, who he loves and calls his "instafamily."
 
Financial Representative of Guardian.