Steven has over 35 years of experience
working with Small Business Owners and
CPAs focused on the Retirement Plan
business space. Throughout that time, he
has held individual contributor Senior
Operations and Sales positions, Retirement
Plan Sales Leadership responsibilities, and
National Business Development and
Consulting duties.
As Vice President of Retirement Plans,
Steven’s objective is to assist business
owners and CPAs in navigating the
seemingly complex world of retirement
plans, making them simple to understand
and administer. To achieve this primary
objective, Steven will leverage his expertise
of retirement plan design as well as industry
partnerships and resources, to highlight tax
savings strategies, reduced fiduciary
responsibility, and create an essential
financial wellness Education program on
behalf of all employees that will allow them
to live the life they want.
Steve Ramona discovered his calling at a young age and is now on a mission to share his secret sauce for success. He thrives on forging meaningful connections, sharing referrals, and watching people flourish.
His contagious passion for the Law of Increase makes his podcast "Doing Business with a Servant's Heart" so successful. This show is chock-full of inspiring stories about overcoming challenges and serving others.
Steve has a knack for spreading good vibes and elevating those around him. He learned from his dad that the entrepreneurial spirit is a great way to make money. I can share stories of how people serve, struggle and win. We all must overcome something, so why not learn to serve and overcome it much faster? I learned early working in our Health Club the importance of customer service. I learned that the more I served it was a win-win for everyone. I enjoy working with people, referring people, and helping people grow. The Law of Increase is my mission when I network around the world.
I love to mentor business people and offer all the resources I have. To win, you must grow yourself first; then, you can share this with others! I am an avid reader and have built a large book directory on sharing with others.
