Steve Kerby Professional Credentials
Steve began his career 51 years ago by joining Northwestern Mutual Life (NML) during his senior year in college in 1970. Steve quickly learned that he had made the right decision because he genuinely cared about people. He liked helping people plan and solve problems, making a difference in peoples’ lives, and that quality of company and product was of utmost importance.
Throughout Steve’s career, he has accomplished many firsts in his industry. He was the first dually licensed NML advisor in America and was the first to attain the designation of Senior Financial Consultant from Shearson American Express. He was the first Northwestern Mutual Life agent to also associate with VALIC, a firm specializing in the 403(b) retirement market. He was also invited to join an elite group of NML agents working with Physicians Nationwide Inc., dealing with complex estate planning issues helping physicians and other medical specialists nationwide. In addition, he led a MassMutual District office in Southern Oregon as a manager/producer.
Steve’s specialty focused on helping clients develop estate plans, retirement plans, and heritage plans. He was invited to produce and provide specialized plans for employees of Southern Oregon University and Oregon Institute of Technology.
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