Broker Check
Steve Roll

Steve Roll

Financial Advisor

Bio

Steve lives in Meridian, ID with his wife Heather. They celebrated their 38th wedding anniversary in 2021. They have four children and 3 great-grandchildren. Steve spent most of his professional life leading teams in the pharmaceutical field. He currently holds a fee-based Investment Advisor representative Series 65 registration.

Education

Steve graduated with a Bachelor of Science degree in Finance at the David S Eccles school of business at the University of Utah and a Master in Business Administration degree from the University of Phoenix.

Getting to Know Steve

I have always had a passion for helping people to achieve their goals. Every individual has different goals and desires. I take great joy in helping them to achieve things they weren’t sure they could. In my leadership role I often have helped direct reports and peer leaders to develop and execute their retirement plans. Now I’m making it “official” My job here is primarily that of a teacher. Educating people on sound financial principals, and ways to apply them, leads to better decisions and a greater comfort level with finances.

I love to spend time with my family! I am blessed to have a child who will never leave home so Heather and I will never have to face an “empty nest”. Grandchildren are a tremendous joy and right now my favorite hobby is to do whatever they want! I also enjoy fly fishing, shooting, and smoking meat on my favorite toy…my Traeger.

Bucket List: Watch the New Zealand National Rugby Team “The All Blacks” in a home match.

Favorite Food: Smoked Brisket (from my own Traeger)

Places I'd Like to Visit: Besides New Zealand, take my wife to visit France and Italy.

Favorite Movies: “It’s a Wonderful Life” with James Stewart