Steve Beatty

President, CEPA (certified exit planning advisor)

Steve Beatty Las VegasSteve Beatty stepped into the financial advising world in 1989. His expertise is working alongside owners of closely held businesses for almost 20 years. Since 1993, Steve has been a member of the esteemed Million Dollar Roundtable and has qualified for the Top of the Table since 2004, a distinction of only the top 0.2% of financial advisors worldwide. Strategic tax planning, wealth management, business, estate and exit planning are all areas that Steve specializes in and has worked in extensively. He earned his Political Science degree from the University of California-San Diego and additionally earned his Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute in Cleveland, OH. Steve was one of the first graduates of the 401(k) Coach Program, a national program from prominent 401(k) advisors. At age 16, Steve started as a sportswriter for the Colorado Springs Gazette-Telegraph, San Diego Union and Los Angeles Times. During his junior year of college, he met his wife Hilde on an exchange program to Bergen, Norway. They were married in 1989 and live in Las Vegas, Nevada with their three children. Steve enjoys golf and racquetball.

Professional Achievements

  • Million Dollar Roundtable Member since 1993
    • Top of the Table Member since 2004
    • Court of the Table Member since 2002
  • Top 40 Under 40–In Business Las Vegas
  • President and founder of Exit Planning Institute—Southern Nevada Chapter

Community Service

  • Faith Lutheran Junior and Senior High Business Advisory Council -Executive Board Member
  • Girls Youth Softball Coach
  • Boys Youth Baseball Coach

Heidi Smythe

Operations Manager

Heidi SmytheHeidi Smythe is a native of Rochester, NY, Heidi now considers herself a “local” after moving to the Las Vegas valley in June 1984.

Heidi began her career in the world of finance when she began working with MetLife as their Agency Administrator in September 1986. After spending two wonderful years to raise her son, Alexander, Heidi joined Mass Mutual in September 1997as their Director of Underwriting. Then in September 2006 Heidi joined Financial Solutions for Business as their Operations Manager. She adds to the firm not only her experience but her expertise in the industry; not just in the field of insurance, but also in the area of security brokerage.

Community Service:

  • Adam’s Place
  • Candlelighters Childhood Cancer Foundation of Nevada

Heidi is an avid gym enthusiast, enjoys reading suspense & mystery novels, volunteers & does fund raising for several local charities and is a huge supporter of her favorite football team, The Buffalo Bills.

Mariah Heriman

Asst. to Steven Beatty, Client Relations Rep

Mariah HerimanMariah Heriman was born and raised in Riverside, CA. She moved to Las Vegas in 2006 with her mother and older sister. From the age of 17, Mariah has simultaneously gone to school and held a full-time job. She graduated Durango High School c/o 2010 and began pursuing a degree in Criminal Justice at the College of Southern Nevada. Her professional background includes working at Starbucks through high school, then spending a little over a year with CrossCountry Mortgage as a Junior Loan Processor before joining our company in July of 2013 as an Administrative Assistant/Client Relations Rep. She brings to the firm her pleasant persistence and treats clients as well as business partners like family.

Mariah is a fan of spoken word, sports, crime shows and enjoys hiking many of Las Vegas’ beautiful trails.

Thomas Beatty

Sales Associate

Thomas BEattyThomas was born and raised in Las Vegas, NV. He came on the Financial Solutions team in 2013 as a summer intern and has worked every summer as an intern since. Thomas graduated from Faith Lutheran High School in 2014 and began attending Grand Canyon University as part of the Colangelo College of Business; he plans to graduate as an honors student in 2018. In the summer of 2016, Thomas received his license to transact life and health insurance and began working as a sales associate for the Financial Solutions team.

Community Service:

  • Younglife
  • Grand Canyon University Lounge
  • Maggie’s Place (Phoenix, AZ)

Thomas enjoys weightlifting as well as volunteering in the Phoenix community through the Grand Canyon University Honors College.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Financial Solutions for Business is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Financial Solutions for Business, PartnersFinancial, or any other entity listed. Kestra IS and Kestra AS do not provide tax or legal advice.  This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000FINRA Broker Check