SLFU CEO

Joseph has held a variety of positions including CEO, Chief Investment Officer, and Financial Advisor; and was previously with Mallard Financial Partners as CEO where they were responsible for leading the strategic vision and managing every department to achieve their goals. Joseph is most proud of establishing a line of business services specifically helping non-profit clients. Joseph has a BS in Finance and Management Information Systems, and an MBA with a specialization in Entrepreneurial Strategies.

In their spare time, Joe enjoys playing recreational volleyball, dodgeball, and kickball. You can find Joe on Food Network’s Holiday Baking Championship: Gingerbread Showdown (Season 2 Ep. 5) and Christmas Cookie Challenge (Season 8 Ep. 6).

Steve has held a variety of positions including Owner/Operator, Founder, President, In-House Counsel, and Partner. He was previously with BCSFT, LLC as the Owner/Operator where he was responsible for pretty much everything related to running the business every day. Steve is most proud of developing his management teams into sales growth machines with annual growth of 20%+ at every step of his career after leaving a law firm where he managed a litigation practice as a partner for 15 years. His JD/MBA background led to a career that started in complex litigation in many areas of law and led to being the founder of an investment company which grew from nothing into a $40m+ revenue enterprise as of the year-end 2024.

In his spare time, Steve enjoys time with his wife of 25 years and four children (when they are around) outside somewhere, whether it be golfing, walking, fishing, or working around the house.