ABOUT STEELE ADVISORY GROUP
Steele Advisory Group (SAG) offers in-depth business valuations, intellectual property valuations, and consulting services to a wide variety of clients. These clients include investors, private companies, CPA's, attorneys, venture capital/private equity, lending institutions and financial planners/wealth managers.
SAG Management
Brandon Steele - Director
Brandon joined Asset Reliance International in the Fall of 2010 after graduating from San Diego State University with B.S. Degree in Finance (Cum Laude). He is a Chartered Financial Analyst (CFA) and an Accredited Senior Appraiser (ASA) in the Machinery & Technical Specialties discipline. His past experiences as an appraiser has allowed him to hone his skills field inspections, appraisal research, auction administration and marketing efforts. Using his passion and knowledge for foreign languages - conversed in French and Spanish, he plans to expand SAG's client base globally.
Erin Barra - Marketing Director
Erin was first introduced to the world of financial advising when she joined the Northwestern Mutual Financial Network as a financial representative. Following her graduation from San Diego State University with a B.S. in Integrated Marketing Communications, she took on an opportunity in product management and marketing. There, she organized and executed tactical marketing strategies for social media platforms, online, and print channels in the competitive gaming consumer packaged goods (CPG) industry from 2013 to 2016. Exercising her expertise in marketing, Erin is in charge of identifying new avenues of growth and engagement, and maintaining all of SAG’s social media.
Business Valuations and Consultations
