Gregory A. Steen brings over two decades of leadership and experience in financial advice, asset protection strategies, and post-retirement planning. Known as the host of the “Truth for Seniors” daily radio program on KGED 1680AM, Steen’s current duties also include facilitating financial workshops throughout the state, and writing the financial column for Business Street magazine.

Before returning to private practice in the spring of 2011, he oversaw the formation and expansion of a team of professional advisors providing estate planning and consulting services to a non-profit organization in the South Valley of Central California. An inveterate communicator, Steen led Share Estate Services to an astonishing 2,000% growth rate, the drive to engage the marketplace, and defined the vision for the company.

His reputation and professional accomplishments didn’t go unnoticed, and in 1996 Steen was recruited by a Fortune 500 Corporation, where he worked out of their offices in Bakersfield, California. Shortly after accepting the position in Bakersfield, Steen was promoted which brought him and his family to Fresno. Steen’s compassionate nature, soft-spoken demeanor, and conservative investment philosophy is welcomed by all those he serves.

Greg has been married to his wife Stephanie since 1983 and together they have five children. He is an Elder in his church, Liberty Christian Fellowship, where he teaches biblical-based financial principles. He is an active advocate for Veterans’ rights, and serves as an Advisor to several local non-profit ministries.

He devotes his leisure time to his family and a variety of outdoor activities including golf, camping and hiking. The family resides in the Central Valley.

Martha Kistler

Martha Kistler has been in the financial services industry for over 25 years. Martha strives to educate her clients on how to invest wisely and avoid loss by providing conservative options. She is dedicated to making sure her clients reap the rewards of a well-planned retirement.

Martha has been associated with the Youth Tennis Association for over 14 years, is an active volunteer of the California Victim Offenders Reconciliation Program, as well as a volunteer with The American Hispanic Focus Group.

While not in the office, Martha and her husband enjoy many activities, such as tennis, antique car shows, Farmer’s Markets, and most importantly, spending as much time as possible with their children and grandchildren. The family has also been faithful as members of People’s Church for over thirty years.

Marcelino Valdez Jr.

Marcelino Valdez Jr. is a Financial Advisor with nearly five years experience helping his clients take a holistic approach to financial planning. He helps his clients accumulate and preserve their wealth by designing comprehensive financial plans that are updated to reflect his clients' current situation. Marcelino is a Fresno area native and attended Kerman High School, Fresno City College, The San Joaquin Political Academy, Fresno Pacific University, and has a degree in Business Administration. Valdez holds his series 7, 6, 63, Life & Health, & Property & Casualty licenses.

In his free time he serves his community by volunteering as a board member for the San Joaquin Political Academy and Mayor Swearengin's Community Advisory Panel. Marcelino is married to Yuliya and they have three children, Leslie, Benny, and Bella.