Advisors
Greg Steen
Mr. Greg Steen brings over two decades of leadership and experience in financial advice, retirement planning, and post-retirement planning. Before merging his company and becoming a Senior Partner of Soutas & Associates, 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 Steen was recruited by Service Company International, the world’s largest funeral provider 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. There he was responsible for creating and delivering a consistent, integrated, and rich experience to those in their greatest time of need. Steen’s compassionate nature, soft-spoken demeanor, and conservative investment philosophy is welcomed by all those he serves. Steen’s duties include facilitating financial workshops throughout the state and writing the financial column for Business Street magazine.
Greg is a father of five children and has been married to his wife Stephanie since 1983. He is an Elder in his church, Liberty Christian Fellowship, is a facilitator for Crown Financial Ministries where he teaches biblical-based financial principles, and is active in The Mayfair Project, Calvary Connection, Japanese Garden Hospice, No-Name Fellowship and The Fresno-Calwa Community Development Project, to name a few.
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.
Dale S. Soutas
Dale S. Soutas is the founder and Senior Partner of Soutas & Associates with home offices in Central California. Mr. Soutas is recognized as an expert in the field of Federal and State LTC (Long-Term Care) benefits, rules, and regulations. With over 24 years in the insurance & financial services industry, his singular focus has been on elderly rights and entitlements for the last decade. With time tested strategies and insight into senior issues he is considered one of California’s foremost authorities in LTC Medi-Cal planning, eligibility & asset protection.
With the knowledge that most elderly concerns center on their health and finances, their approach is uniquely designed to meet the needs of their clients and family members. Unlike most stock brokers, attorneys, and certified public accountants Soutas and his team are adept at handling catastrophic life changing events that occur regularly when working with the elderly. Most often the elderly &/or family need some basic coaching; some need an advocate to help them retain their rights and eligibility for programs often misunderstood. His belief is that you don’t have to spend down what has taken a lifetime to accumulate just to pay for long term care expenses.
Years ago, Dale met his wife Barbara at a local Medi-Cal office as she & her Mother were attempting to get Dad on LTC Medi-Cal. He is very happy to be married to his best friend and love of his life. They enjoy traveling to the coast with their cherished dog Mickey. Dale also enjoys a variety of activities from golf to RC airplanes & high-powered rockets from time to time.
Peter Obernesser
Peter Obernesser moved to Fresno in 1993 and, over the course of the next seven years, owned and operated several local restaurants. In 2001 he sold his interest and was recruited by Service Corporation International, where he met and formed a lasting friendship with Greg Steen, the senior partner at Soutas & Associates. He later formed his own company, Obernesser Financial Services, to continue to provide LTC, Estate and Financial planning to Seniors.
Mr. Obernesser was recruited by Soutas & Associates at the beginning of 2009 to support their expanding business. With extensive knowledge in Financial and Estate Planning, Peter brings additional assets to an already qualified financial team.
He is the father of two beautiful children and devotes most of his leisure time attending the many sporting events his children are involved in. He also enjoys golf, water skiing, hiking, camping and snow skis in the winter.
John Crane
John Crane has been helping families through difficult times for more than ten years. His education and training in Medicare Insurance, together with his experience as a trainer of family service counselors for funeral homes, has helped him develop a "heart" for his work. John was raised and educated in San Luis Obispo. He still lives on the Central Coast. He is married and has four sons. John is an active supporter of local charities and is a board member of the Fillipino Seniors Association of Santa Maria Valley.