As an Insurance Advisor at Hotaling Insurance Services (HIS), Steven Lorch brings a wealth of experience and a client-first approach to financial protection and insurance planning. With a focus on wealth transfer, business succession, estate tax mitigation, and supplemental retirement income planning, Steven excels in helping clients secure their financial futures. He leverages his expertise to design innovative insurance strategies that provide his clients with the peace of mind needed to confidently navigate life’s transitions.
After earning his degree in Business Management from the University of Arizona in 2007, Steven entered the financial advisory field in 2011, where he honed his skills in managing financial portfolios and advising clients on sound financial decisions. In 2018, Steven expanded his entrepreneurial spirit by founding Neon Moon Trucking. He returned to financial services in 2021, bringing his wide-ranging experience back to the table. Since joining HIS in 2023, he has dedicated himself to guiding clients through the complexities of insurance, ensuring their financial interests are well protected.
Outside of his professional career, Steven is a passionate community leader. As an Eagle Scout and active supporter of the Boy Scouts of America, he has held various leadership roles within the organization, demonstrating his commitment to service and mentorship. When not assisting clients or volunteering, Steven enjoys quality time with his family and friends, cheering on the University of Houston’s sports teams, staying active, and caring for his beloved 30-year-old turtle, Tommy.
If you’re looking for an insurance advisor with a strong background in financial services and a deep commitment to protecting your wealth and legacy, Steven is the trusted partner you need. Contact Steven today to explore how he can help safeguard your financial future.
