Steve has been in the financial consulting business for over 20 years. He works exclusively with banks on BOLI and implementing creative solutions to finance employee benefits. He has extensive expertise in all aspects of the BOLI arena, including restructuring of current BOLI programs; General, Hybrid and Separate Account transactions.

Steve’s experience in the BOLI industry crosses many levels. He has acted as an expert in representing the industry to various regulatory agencies and trade associations. Steve has been a featured speaker at both the national and state levels on compliance issues related to BOLI. Numerous insurance carriers have relied on Steve’s insights and knowledge when designing products for the banking industry.

Goldberg is a graduate of the University of North Florida, with a degree in Finance and Marketing. He was a member of the 1991 and 1993 NAIA National Championship golf team.