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About
Steve Seals
Steve Seals is owner of Seals Financial Planning & Investments VI, LLC, a financial planning services firm based in Lexington, KY and St. Croix, USVI a DBA of Keystone Financial Group, LLC. With about two decades of experience of experience in the investment and insurance industries, Steve’s firm is founded on getting to know each client personally, allowing him to provide sound financial advice throughout their career and into retirement. With the mission of guiding clients on the path to success, Steve is fueled by his commitment to excellence and goes the extra mile to make sure clients are fully satisfied. He believes in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes.
Born in Jenkins, Kentucky, Steve grew up with a love for basketball and serving his community. After high school, he served nine years in the United States Marine Corps, then earned a bachelor’s degree in accounting. He was eventually able to put his degree and desire to help others to work as a fiduciary financial planner. Prior to founding his own firm in 2014, Steve learned from working with Edward Jones, US Bank, the University of Kentucky Federal Credit Union, and CUSO Financial. He also received his Security Series 63 and 65/66 through Keystone Financial Group, LLC, and holds various life, health, and variable insurance licenses.
Steve divides his time between Lexington, KY, and St. Croix, U.S. Virgin Islands. In St. Croix, he has partnered with the University of the Virgin Islands Research and Technology Park to help develop a highly skilled, financially savvy, and globally competitive workforce in the USVI. The goal of this partnership is to actively engage with the local community by providing financial education seminars to high school and college students as well as faculty and staff members. By fostering financial literacy, Steve believes they can help create a population that is well prepared and capable of driving the economic progress of the U.S. Virgin Islands.
Steve and his wife, Angie, have three daughters (Lauren, Peyton, and Ashton) and two grandsons (Kenyon and Kai). Steve holds a private pilot’s license, and the family enjoys sports, spending time at the lake, and traveling. To learn more about Steve, connect with him on
Community Service
I divide my time between Lexington, KY and St. Croix, US Virgin Islands. On St. Croix I partner with the University of the Virgin Islands Research and Technology Park to help achieve the goal of developing a highly skilled, financially savvy and globally competitive workforce in the USVI.
About
Suzanne Springate
Suzanne Springate serves as the Administrative Assistant for Seals Financial Planning & Investments VI, LLC. Prior to working with Steve Seals, Suzanne earned a Doctorate in Nursing Practice with an emphasis on Executive Leadership. Suzanne’s career included roles in nursing management, hospital operations administration, and she led the Office of Service Excellence for the UKHealthCare enterprise for several years. She has published articles related to patient advisory groups, how patients perceive physician competency, and responsible consumer healthcare marketing.
With a background in leadership and process improvement, Suzanne brings to our practice a commitment to client satisfaction and understanding. Her main goal is to ensure clients are comfortable and confident when choosing to work with us.
Suzanne first met Steve when he was the financial advisor for the University of Kentucky Federal Credit Union. Steve inspired confidence by explaining her retirement portfolio and investment options in an understandable and relatable way. She immediately transferred her investment portfolio to Steve and signed on to have him manage her UK retirement account as well. When Suzanne was considering a career change in 2016, she and Steve began a business collaboration which has proven to be an outstanding partnership.
A native Kentuckian, Suzanne spends time in both Kentucky and Illinois. Her adult children, Hunter and Tracy, and daughter-in-law Caitlin, live in the Chicagoland area along with her three grandchildren, John, Martin, and Caroline.
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