Steve Rohr

About Steve Rohr

Steve helps deliver comprehensive, personalized TRUretirement Plans™ to clients. He also serves as the primary point of contact for estate planning, coordinating with clients and attorneys to establish Trusts, Pour-over Wills, and Powers of Attorney.With over a decade of experience in financial services and sales, Steve has guided individuals and families through complex financial decisions. He believes every plan should be as unique as the person it serves, combining careful analysis, practical solutions, and a genuine desire to help families protect their wealth, plan for the future, and leave a lasting legacy.Above all, Steve is guided by Faith, Family, and Financial Security — values that shape not only his work, but the way he strives to serve every client.Specialties: Financial Planning | Wealth Preservation | Retirement Distribution | Asset Protection | Estate Planning | Risk Management | Investments Strategy | Tax Planning | Generational Wealth | Communication

Experience

1. Investment & Estate Planning Specialist

   TruNorth Advisors

   Jul 2024 — Present · Greenville, SC, US

   I create comprehensive financial plans for advisors to deliver to clients, ensuring each client receives a personalized TRUretirement Plan™. I also serve as the primary liaison for estate planning, coordinating with clients and the attorneys we work with to build Trusts, Pour-over Wills, and Powers of Attorney.Key Responsibilities:• Develop actionable investment and retirement plans for advisors to present to clients.• Conduct investment tasks including allocation audits, performance reporting, and portfolio rebalancing.• Onboard clients to digital planning platforms and ensure smooth navigation of their TRUretirement Plan™.• Serve as main client contact for estate planning processes, gathering information and coordinating with attorneys to establish Trusts, Pour-over Wills, and POAs.• Draft and send meeting recaps and maintain clear, timely communication between advisors and clients.• Assist with alternative investment research and situational financial planning as needed.Skills & Expertise:• Investment plan presentation preparation • Estate planning coordination• Proficient in eMoney, Nitrogen, CRM systems, and Microsoft Office Suite• Strong communication, critical thinking, and attention to detail

Skills

• Event Planning
• Communication/Presentation
• Call Centers
• Sales Management
• Digital Marketing
• Adobe Creative Suite
• Positive Work Environment
• Customer Service
• Microsoft Office
• Sales
• Marketing
• Facebook
• Training
• Digital Advertising
• Positive Personality
• Photoshop
• Social Media
• Social Networking
• Photography
• Twitter
• Newsletters
• Time Management
• Life Insurance
• Creative Writing
• Graphics
• Microsoft Word
• Positive Team Player
• Team Leadership
• Advertising
• Online Marketing
• Editing
• Social Media Marketing
• Outside Sales
• Powerpoint
• Microsoft Excel
• Email Marketing
• Mac
• Management
• Public Relations
• Proofreading