Steve has composed a team of experienced but independent professionals who enjoy working closely with our clients and with each other.

We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients. The client-centered focus allows us to provide exceptional financial and investment advice.

Meet our Network

Steve Ankerstar

Certified Financial Planner®

Education

Steve holds a Bachelor of Engineering degree, and has completed three Masters Degrees as well as the first two years of his Ph.D. in Finance. He has also achieved the CERTIFIED FINANCIAL PLANNER® certification, a standard recognized internationally.

Background
  • United States Air Force Fighter Pilot
  • Founder, Ankerstar Wealth

With three decades of experience in financial and investment markets having invested since the age of 16,  Steve performed pro bono financial planning while in the military helping veterans and their families to get what they want out of life.

Steve has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.

Candice Licht

Operations Manager

Qualifications/Background

Candice graduated from the University of Wisconsin with a BBA Degree in Information Systems.  Candice worked for several years doing system support for a home health care agency in Austin, TX.

Candice also graduated from Grand Canyon University with a Masters in Education and had taught elementary school for 8 years prior to accepting her current position with Ankerstar Wealth.

David Johnson

CEO, Fortis Life Group / Insurance Specialist

Qualifications/Background
  • Army SOF combat veteran. OIF I, II, III. Former door kicker. DLPT 3/3 Arabic Speaker
  • 2009 Arizona State University Graduate. Compliments of the G.I. Bill
  • 11-year geek of all things insurance. Insur-tech supporter and believer
  • Host of a national Military and Veteran talk show. Check it out -> HERE
  • 2020 Rosie Network Media Professional of the year.  https://therosienetwork.org/2020-entrepreneur-awards
  • Former Arizona’s top entrepreneurs 30 under 30 selection and Phoenix Business Journal Cover Story
  • Phoenix, AZ resident. Proud father. I let my son pick his own clothes and if the socks don’t match, I don’t say anything
  • Loves entrepreneurship. Should probably cook more than I do. Strong believer of doing good things

Jaden Verrico

Financial Advisor

Qualifications/Background

Jaden earned his Financial Advisor Series 65 Exam in 2022 and currently serves as a Level 1 servicing advisor.

Jaden has earned the following honors and awards.

FBLA State Winner (1st Place)
Model UN Dallas Distinguished Delegate (2nd Place)

Irene Ankerstar

Client Services Manager

Qualifications

Irene graduated from New Mexico State University with a Bachelors of Business Degree.  Irene worked for several years in administrative positions in both the private and defense sector.

Background

Irene has worked for Ankerstar Wealth for over two years in several different roles. Irene’s best strengths are relationship-building and an exceptional attention to detail and are being utilized in her current role as the Client Services Manager. She enjoys the practical aspects of maintaining the long-term relationships with our investment and super clients through their everyday transactional requests, preparing forms and documents.

Allison Ankerstar

Morning Show Host / Social Media Director

Background

Allison is a Senior at Round Rock High School and has been accepted at the University of Alabama in the fall.  She intends to study business with an emphasis in entrepreneurship.

Allison has excelled for several years at both high school and club volleyball. In high school, she was a two-year Varsity Letter winner and earned Athletic All-District as well as Academic All-District & All-State accolades.  In club volleyball, Allison travelled extensively on several national teams and earned the right to play in two USAV Girls Junior National Championship tournaments.