With over 23 years as a licensed investment advisor, Wayne Slappy brings a wealth of experience in financial planning, wealth management, and business development. After 12 years in leadership roles at major financial institutions including Bank of America and Citibank, Wayne founded his independent practice, serving clients through a holistic, education-first approach at Steel Peak Wealth Management.

Wayne's expertise extends beyond traditional wealth management. As a certified financial literacy instructor and founder of Severino Slappy Consulting Inc, he partners with non-profits, universities, and community organizations to bring financial education to underserved populations. His ability to simplify complex financial concepts and tailor strategies to individual needs has helped countless clients and community members improve their financial well-being.

Active in local chambers of commerce and community organizations, Wayne is committed to building meaningful partnerships that expand financial access and empower individuals to achieve their financial goals. His empathetic approach, combined with proven business development skills and deep technical expertise, makes him a trusted advisor and collaborative partner.

Specialties: Comprehensive financial planning, retirement strategies, investment management, tax consulting, financial literacy education, and community partnership development.