About

What We Do
A Partner On
Your Life Journey

At the heart of our work is a belief that no two financial journeys are the same.

That’s why we approach each client with a personalized plan, offering the attention and expertise needed from the initial strategy to ongoing support once it's implemented. Our goal is to craft solutions that are specifically tailored to your financial objectives, using proven methods designed to help you achieve long-term success.

We know that as retirement approaches, the decisions you make become even more crucial. From investments to insurance, personal finance can feel overwhelming. But understanding it all is key to securing a future that reflects your hard work and goals. 

A Little Bit About Us

A Little Bit About Us

We feel a strong commitment to our community. Our team-based approach brings multiple perspectives to the table, offering a comprehensive view that serves your best interests.

What sets us apart is our independence. We don’t earn commissions or have any interest in the products we recommend. Instead, we charge a fee to provide tailored advice that helps you succeed as an investor. As a Registered Investment Advisor (RIA), we act as a fiduciary, we are legally required to act in your best interests. 

Today, we’re proud of how much our team has grown at Steele Capital Management. We continue to serve both individual clients and company-sponsored retirement plans, with offices in Dubuque, West Des Moines, and Omaha. Our reach has expanded nationwide, helping clients across the country achieve their financial goals

Meet Your Team
Who You'll be Working With

Mike Steele

Mike Steele, MBA

Chief Executive Officer

Kathryn Moran

Kathryn L. Moran, CPA

CCO, CFO

Brett Wessels

Brett Wessels, CFA®

Chief Investment Officer

Bradley Lewis

Bradley Lewis, CFP®,  CPA

Senior Financial Advisor

Nick Smith

Nick Smith, CFP®,  CPA

Senior Financial Advisor

Chris Boxleiter

Chris Boxleiter, CFP®

Director of Company Sponsored Retirement Plans

Nick Hoffmann

Nick Hoffmann

Financial Advisor

Trent Steines

Trent Steines, MBA

Financial Advisor

Tom Halatek

Tom Halatek

Associate Financial Advisor

Justin Schultz

Justin Schultz, CFP®

Associate Financial Advisor

Bill Streff

Bill Streff, CFP®

Senior Financial Advisor

Martin Smith

Martin J. Smith, MBA

Investment Advisor

Jennifer Kress

Jennifer Kress

Client Service Coordinator

Dawn Otting

Dawn Otting

Retirement Plan Service Manager

Jenny Kettering

Jenny Kettering

Director Of Client Service

Sami Selensky

Sami Selensky

Client Service Associate

What Makes Us Different

Our Independence

A Fiduciary Standard of Care: As a Registered Investment Advisor (RIA), we are held to the highest fiduciary standards. This means we always act in your best interests, free from any conflicts of interest or sales incentives. We don’t earn commissions for recommending specific products; instead, we are paid a fee to provide objective advice—ensuring you get the most honest and effective guidance possible.

Personalized service

Your financial future is unique, and your financial plan should be a reflection of that.

We design custom strategies that are built to evolve with you, anticipating challenges and keeping you on track toward your goals. Whether it’s retirement planning, investment management, or general life changes, we’re here to guide you every step of the way.

Ongoing support

Financial planning doesn’t stop after the first plan is made. We provide continuous support, helping you adjust your strategies as your life and financial goals evolve.

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