Our Story Begins Here
In 2009, Steve first met Don Blanton. The two became close friends as they both shared a passion for helping individuals to gain financial freedom and plan for their futures.
Since that first time meeting, the two have shared many conversations over conference tables, restaurants, and even on a few holes of golf. Don is a well-known financial advisor who has a 30+ year history of bringing financial well-being to all people in all stages of life.
Steve combined many of these principles with his own agency experience in the State Farm arena and realized that the perfect formula for offices is too good not to share, and thus Basler Academy was born.
At Basler Academy, we believe in transactional team-focused financial training to empower those individuals to better service their clients for today and the future.
Our core values are:
- Integrity: we create ethical processes for you and your team to proactively serve your clients
- Commitment: we teach a specific model in our curriculum that guides our learners to be detail-oriented with their clients never losing site of the big picture that people come first
- Innovation: we believe that keeping current and innovative in our curriculum in turn helps your clients maintain trust in your products.
- Efficiency: we support financial efficiencies learning at the highest degree; our classes put you and your team first with kindness and responsiveness at the top of the mind awareness
- And most important Fun: we believe learning is and should be fun! We want you to learn in a mutually respectful fun environment where we show not only our industry skills but our human skills of humor, empathy, and passion to name a few