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Steve Schaumburg

Steve Schaumburg
Administrative Assistant

Steve Schaumburg | Administrative Assistant

Steve joined the firm in November 2008. Steve assists Dryden, Laila and Chad mainly with client follow-up and Portfolio Review Tool processing.

Steve worked with LPL Financial in operations in San Diego for 8 years as a director of both the Margin and Journal departments. Steve has also worked with other major financial firms and brings to PWM over 29 years of experience in the financial industry.

Steve and his wife Toni (who has also worked at LPL Financial in operations) live in Irvine. Their time is spent mostly with family and their granddaughter Emily.

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421