Steven is a founding partner and President of NestEgg Solutions. Steven specializes in annuities, income planning and life insurance. Steven graduated from Ithaca College with a B.S. in Business and Finance and earned his Master’s Degree at Florida International University in Miami.
After spending 18 years in restaurant management, including ten years as General Manager of the Columbia restaurant, located at The Pier in downtown St. Petersburg. In 1999, Steven pursued a career change to allow greater flexibility and accessibility for his family. Steven entered the insurance industry with a national firm
Specializing in annuities and life insurance.
He was responsible for overseeing the hiring, training and day to day activities of 15 advisors. Seeking more independence, Steven left to open NestEgg Solutions with Partner Phil Sisco.
Steven is active in local charities and fundraising efforts. He supports the U.S.O, the Abilities Foundation, and Canterbury School of Florida where his two children attended through high school.
Steven resides in St. Petersburg with his wife of 32 years, Susan. They have two children – a son, Justin, who is currently a senior at Georgia Tech, and a daughter, Jennifer, currently a sophomore at Florida State. When not enjoying time with his family, you can find Steven testing his luck on various golf courses or cheering on the Steelers — a tradition he began many years ago in his hometown of Pittsburgh
Contact Steve to schedule a time to discuss your financial future at: firstname.lastname@example.org or call Steve at 800-361-2112
Phillip A. Sisco is a founding partner and the Chief Executive Officer of NestEgg solutions, Inc. – a truth based independent financial services firm specializing in retirement planning, tax reduction strategies, IRA/401(K) maximization and Medicaid planning related to the protection of client’s hard earned assets.
Phil worked for his Dad in the family grocery businesses over the years while attending the University of Tennessee (Memphis Branch). He was soon lured away by the large meat company, Wilson and Company. Over the years he was transferred numerous times finally to Chicago as their Corporate Vice President of Marketing. He then founded his own marketing company and managed it for 12 years winning numerous national awards and was renowned as a speaker before selling his company to a large retail marketing company.
Phil entered the financial services industry’s corporate world specializing in retirement strategies and products. While there, Phil sought to answer individual client needs which resulted in becoming a top national advisor. From these experiences, Phil saw that the potential for a more direct impact in client’s lives could be achieved in a more intimate client relationship and he ultimately left the corporate world to open NestEgg solutions, Inc. with partner, Steve Coates in 2002.
In addition to numerous speaking engagements within the industry, he has an ongoing training and mentoring program for particularly those who wish to have a career in the financial service business. Phil has been a member of the Million Dollar Club for several years now. Phil supports the USO, Wounded Warrior Program, Make-A-Wish Foundation, Habitat for Humanity, Salvation Army, The Hunger Coalition and local Youth Soccer Programs.
Phil and his wife, Annette, have three children, Drew, Dawn and Angelic’; four grandchildren, Wade, Conner, Ben and Bailey and special family dog, Oliver. Most free time is centered on family; however when the occasion arises, a game of golf either with his wife or the entire family is enjoyed as well as nice long walks with Oliver.
Phil maintains life and health insurance, fixed annuity and variable annuity licenses in all states east of the Mississippi.
Contact Phil to schedule a time to discuss your financial future at: Phil@nestegg-solutions.com or call Phil at 800-361-2112.
James D. Heck, LUTCF is the Senior Vice-President of NestEgg Solutions – an independent financial services firm specializing in retirement income planning, tax reduction strategies, IRA/401(K)/403(b) maximization and Medicaid planning related to the protection of clients' hard earned assets.
Jim started his career in the financial services industry in June of 1980 with Equitable Life of New York currently AXA Financial. In his the first year, Jim received national recognition as he led the company in client customer service and product expertise. He positioned himself in the top 1% of the company and maintained this position through his 19-year partnership with AXA Financial.
Jim earned his Life Underwriting Training Council Fellowship (LUTCF) designation through the American College. This certification requires extensive classroom studies and exams to demonstrate proficiency in areas such as but not limited to Social Security tax reduction, long-term care planning, Medicare supplement planning and income planning. Jim's expertise in these areas combined with over 33 years of experience in the financial services industry has positioned him as a well-known product authority and sought after guest speaker and national trainer.
In 1999, Jim made the decision to become an independent advisor, recognizing the value that comes with the ability to access any financial products deemed appropriate to meet or exceed the best interest and expectations of his clients.
As a leader in the industry, Jim sees great value in his partnership as a member in good standing of the National Ethics Bureau. This partnership assures his clients annually of his superior standing in the financial community. The National Ethics Bureau conducts annual criminal, civil, FINRA, Securities and Exchange Commission and State Department of Insurance background checks. This ongoing relationship provides Jim's current and future clients professional peace of mind that comes from his membership.
Jim's life work and professional mission continues to be protecting and preserving his clients' assets through the use of non- risk based products.
Jim and his wife, Jennifer, enjoy an active lifestyle highlighted by time spent with family, friends and the occasional lick from their dogs, Oscar and Rudy. Leisure time is often spent relaxing on the couple's pontoon boat.
We are proud to announce that Jim has been picked to be a member of the J.D.Mellberg group, one of only 200 advisors nationwide. J.D. Mellberg is a leader in the financial services industry, and it’s a great honor for Jim.
J.D. Mellberg Financial has grown steadily year after year. They have been recognized as one of the fastest growing private companies in the U.S. by Inc. Magazine on their Inc. 500|5000 list for the last four years. Today, the firm’s assets under management are well over $1 billion.
Contact Jim to schedule a time to discuss your financial future at: email@example.com or call Jim at 888-445-0499