Stephen E. Myers, Sr. AIF ®, CRPC® ,CLTC ®

Stephen E. Myers, Sr. AIF ®, CRPC® ,CLTC ®

Wealth Planning Advisor

I grew up in Middletown PA in a family of 6. My father was one of seven, raised on a farm.  My mother was one of 5 and she grew up in a military family.  My parents married young and lived paycheck to paycheck. Although money was tight, they did everything for our family. I learned at a young age – if you want something, set a goal and go get it.   I started my paper route at 12 years of age and have been working ever since.  Today, I must admit, it is difficult to label my “job” as WORK.  Especially when you can go to bed at night knowing that I have helped someone accomplish their goals.  I wake up every morning knowing that I am going to meet great people who need my help.  My “job” becomes my passion.


My Bio

Prior to joining the KCA Wealth Management team, Steve has had over 20+ years of experience in the financial services industry. Steve was a Financial Services Representative for Met Life Premier Client Group in Camp Hill, Regional Director at Piedmont Capital Distributors, Regional Marketing Director with Lincoln Financial Distributors and Regional Vice President for Prudential Financial, MetLife Investors and PLANCO-Hartford Leaders. 

Prior to his financial services career, Steve was a Pharmaceutical Sales Representative specializing in Type II Diabetes and cardiovascular diseases at Bristol-Myers Squibb and was the Bodily Injury Claims Examiner for Providian Auto and Home Insurance and Senior Casualty Claims Examiner for Metropolitan Property & Casualty Company.

Steve began his career in 1991 as Senior Sales Executive of Dupli-Fax, a Canon USA Company, where he won “Rookie of the Year”.  Steve would also go on to win 2 more “Rookie of the Year” designations in 1998 and 2008 for his work in Pharmaceutical Sales with Bristol-Myers Squibb and as a Regional Vice President of Sun Life Financial Distributors.


              Steve is FINRA Series 7, 6, 63, 66 licensed, licensed for life, health, property and casualty insurance in Pennsylvania, a member of the Estate Planning Council of Central Pennsylvania, Inc. and has been a licensed Continuing Education Trainer to financial advisors, CPA’s and Attorneys for over 14 years. He has spoken extensively on the importance of retirement income planning in Pennsylvania, Ohio, New York and many other states.

Steve has obtained his Accredited Investment Fiduciary (AIF®), Chartered Retirement Counselor (CRPC®) and Certified in Long Term Care (CLTC) designations. Steve received his Bachelor’s degree in Political Science with a minor in Criminal Justice in 1991 from Kutztown University, where he played for the University rugby team. Steve resides in Middletown with his wife Michelle and their 4 children, Steve, Danielle, Brooke, and Trevor.  When Steve is outside of the office he enjoys playing golf, almost any outdoor activity, and watching his children’s athletic events.


Phone 717-774-7080