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SteveL

Steven M. Lugar

Shareholder
CFP®

Steven M. Lugar, CFP®

Shareholder

Steve joined Beaird Harris Wealth Management, Inc. in 2000 after 20 years with a national financial services firm. Steve had substantial management responsibilities in addition to assisting individual clients with their financial planning needs. As Managing Director, his duties are split between providing investment advice to clients and overseeing the overall operation and continued success of the firm. Steve is a member of the Financial Planning Association, the Council on Foundations and the Investment Fiduciary Leadership Council.

Steve was chosen as one of the best financial planners in Dallas by his peers in the December 2006 issue of D Magazine, and again in January 2009. He is a licensed Investment Advisory Representative and a CERTIFIED FINANCIAL PLANNER™ professional. Steve has been quoted in various publications including the Wall Street Journal, Marketwatch.com, CNN Money, Investment News, The L.A. Daily News, Yahoo Finance and Registered Rep.

Steve received his Bachelor of Business Administration in 1977 from Abilene Christian University and he has done postgraduate study in the fields of investment, insurance, employee benefits, income taxation, retirement and estate planning. He has served on the Board of Directors of T Bank, as well as several non-profit organizations.

*DISCLOSURE: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Steve Lugar and/or Beaird Harris Wealth Management, Inc. is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Steve Lugar and/or Beaird Harris Wealth Management by any of their clients.

ANY QUESTIONS: Beaird Harris’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.bh-co.com.

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Education

B.B.A., Abilene Christian University

Certifications / Licenses

Certified Financial Planner (CFP®)
FINRA Series 65

Involvement

Board of Directors for a Local Bank and Non-Profit Organizations
Society for the Preservation and Encouragement of Barbershop Quartet Singing in America

Recognition

2006 D Magazine Best Financial Planners in Dallas*
2009 D Magazine Best Financial Planners in Dallas*

Years at Beaird Harris

20 Years

Prior Experience

Began his career as a systems engineer at EDS and moved to financial services in the early ‘80s.
Was Senior Vice President and National Sales Director for a large national firm prior to joining Beard Harris in 2000.

Born & Raised

Enid, OK

Family

Married with two grown children.

Favorite

Movie: It’s a Wonderful Life…

Fun Fact

N/A

Favorite Quote

“Life is too short to take yourself too seriously.”
– Anonymous

Biography

Steve joined Beaird Harris Wealth Management, Inc. in 2000 after 20 years with a national financial services firm. Steve had substantial management responsibilities in addition to assisting individual clients with their financial planning needs. As Managing Director, his duties are split between providing investment advice to clients and overseeing the overall operation and continued success of the firm. Steve is a member of the Financial Planning Association, the Council on Foundations and the Investment Fiduciary Leadership Council.

Steve was chosen as one of the best financial planners in Dallas by his peers in the December 2006 issue of D Magazine, and again in January 2009. He is a licensed Investment Advisory Representative and a CERTIFIED FINANCIAL PLANNER™ professional. Steve has been quoted in various publications including the Wall Street Journal, Marketwatch.com, CNN Money, Investment News, The L.A. Daily News, Yahoo Finance and Registered Rep.

Steve received his Bachelor of Business Administration in 1977 from Abilene Christian University and he has done postgraduate study in the fields of investment, insurance, employee benefits, income taxation, retirement and estate planning. He has served on the Board of Directors of T Bank, as well as several non-profit organizations.

*DISCLOSURE: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Steve Lugar and/or Beaird Harris Wealth Management, Inc. is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Steve Lugar and/or Beaird Harris Wealth Management by any of their clients.

ANY QUESTIONS: Beaird Harris’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.bh-co.com.