Steven Sera AAMS®

Steven Sera is the Board Chair of MHC Healthcare based in Marana, AZ. Since joining the MHC board in 2013, he has served in multiple roles including chair of the compliance committee and also treasurer. Steven has extensive experience in the financial services industry and is the Managing Member of Catalina Wealth Partners, LLC. He has a noted track record of success in leadership roles as he earned the prestigious US Bank Pinnacle Award in 2008 and the Top Branch Manager award with JP Morgan Chase in 2010 and 2011 before starting a successful career as a wealth management advisor and business owner. Over the last several years, Steven has served as NACHC faculty in several conferences as well as contributed to multiple published articles on topics ranging from board leadership, relationship management, budgeting, advocacy and governance.