Steve Sherrod Phone: (360) 359-3636 firstname.lastname@example.org Steve Sherrod Registered Representative of Lincoln Investment Planning, LLC. Steve has been with the Shelgren Financial Group since 1991. He is a Tax Preparation and Planning Specialist as well as a WA State Retirement System Specialist. He has well over 400 active clients residing in the United States and around the world. He takes much pride in looking at ALL factors in a client's life when giving advice having to do with a client's tax, insurance and investments. He is a licensed Registered Representative (FINRA series 6 & 63) and has both life and disability insurance licenses.