Steve M. LeRoux, CISP

Senior Specialized Consultant, Tax Advantaged Accounts, Compliance Center of Excellence

With more than 36 years of industry experience, Steve LeRoux has helped hundreds of financial organizations create, implement and maintain their tax-advantaged accounts programs. LeRoux also has an extensive background in working with employer qualified plans.

In his role, LeRoux assists in the design and technical accuracy of both standard and customized establishment and transaction-related tax-advantaged accounts documents. As an expert in his field, LeRoux has conducted over 400 IRA and QRP seminars for financial organizations throughout the United States, and has spoken at national and state conferences.

LeRoux is a Certified IRA Services Professional (CISP) and was a member of the Internal Revenue Service Information Reporting Program Advisory Committee (IRPAC). He earned his bachelor of science degree in finance from St. Cloud State University in St. Cloud, Minnesota.