Steven Kampwerth, CFP®

Steven Kampwerth, CFP®

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations:

Phone: 281.236.2758

Administrative Office:

1445 Ross Avenue, Suite 4600
Dallas, Texas 75202

Steve Kampwerth, CFP®, serves as a Vice President for Lion Street in Houston, Texas.
He thrives at taking complex insurance-based solutions and breaking them down into simple terms so that the implementation process is seamless.

Professional Highlights

Steve also has experience in the retirement plan space, where he traveled the US setting up retirement strategies for business owners that included Deferred Compensation, Defined Benefit, and Nonqualified Deferred Compensation plans.

Previous Experience

Steve has been in the financial industry for over 25 years. Prior to joining Lion Street, Steve worked at Highland Capital and Bank of America where he implemented the distribution channel of life insurance solutions in southern Texas markets.

Education | Designations | Licenses

Steve lives in Houston, Texas with his wife and three children. He holds a MBA from the University of Illinois and a CFP certification.

Download Specialist Bio