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Stephen R. Searle
Founder | CEO

Office: 480-510-7575
9847 Atherton Way
Highlands Ranch, CO

My clients reflect every season of life. They are young singles; they are young married couples (some with children and some without); they are middle-aged parents with college-bound children and middle-aged with adult children (and grand-children); they are approaching retirement and in retirement. Their common denominator is that they all have concerns about their futures: education funding, asset accumulation, asset protection (life insurance, disability insurance and long-term care insurance) and retirement income. My 3+ decades of experience with "all of the above" helps me to guide them and will help me to guide you. I'm here for my clients and I'll be here for YOU!


    Married: 46 years;

    Children: 2;

    Resident of Cave Creek-Carefree, AZ: 1977-2020.

    Resident of Highlands Ranch, CO: 2020 - Present.


Community Involvement:

  • Desert Hills Presbyterian Church: Member, Elder, Building Committee member, Study leader, 

  • Praise Team vocalist, Relationship Outreach Ministry (Navajo, Scotland, Jamaica) 30+ years;

  • Kiwanis Club of Carefree: 30 + year member, Board Member, Distinguished Past President, Hixon     

        Award recipient;

  • Cave Creek Museum: Past Board Member;

  • Foothills Library Association: Past Board Member;

  • Cave Creek Unified School District #93: Bond Committee member, Bond Committee Co-Chair, Finance Committee member, Cross Country and Track and Field volunteer;

  • Town of Carefree: Founding Incorporation Committee member;

  • Cactus Foothills Little League: Assistant Coach, Coach (8 years);

  • Cactus Foothills Basketball League: Coach (2 years).



  • Faith, Family, Biblical studies, Community service, Military history, World history, Literature, Cooking, Hunting, and Fishing.

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