Steve Ruffini CLU, ChFC
Strategic Wealth Preservation Specialist
Steve offers significant expertise in the areas of wealth transfer, business continuation, retirement, and family asset protection. He is well equipped to recommend and implement strategies to meet the complex needs of high net worth clients. Steve serves Vickery Creek by creatively matching the sophisticated insurance needs of our clients with the best insurance products available.
With nearly 30 years of experience, and with no proprietary products to sell, he works collaboratively with Vickery Creek and its clients and offers the most appropriate and objective solutions.