Leaders In Advisor Event Marketing

About Us

icon

Meet the Steep Crew

We deliver marketing innovation that creates connections and changes lives.

steep marketing
our why

When we market for advisors, something bigger happens.


Retirees gain confidence in their futures. Advisors grow their practices and their teams. And here at Steep, every success fuels new opportunity for our people.
One connection sparks another — and that’s how marketing changes lives.

quote

"The work we do matters because it changes lives."

At Steep, we believe marketing done right doesn’t just fill seats at a seminar — it creates real opportunities for advisors and the families they serve. Our mission has always been simple: deliver marketing innovation that redefines advisor marketing and changes lives.

Every breakthrough we’ve made has been powered by an extraordinary team — a group of people who care deeply about the advisors we serve and take pride in doing work that truly makes a difference.

Over the years, I’ve seen how the right strategy, message, and data can completely reshape an advisor’s business and, in turn, impact thousands of retirements. That’s what drives us every day — the chance to build something that matters, something that lifts people higher.

Jonathan Musgrave
Founder & CEO

Our Core Values

steps
Innovation

Opportunity is everywhere. We’re always testing, learning, and finding better ways to perform.

steps
Humility

None of us is smarter than all of us. Growth demands flexibility, curiosity, and respect.

steps
Ownership

We take initiative and own every detail, acting with judgment and pride in our craft.

steps
Excellence

Good isn’t good enough. Every piece of our work reflects the high standards we set for ourselves.

Meet The Team

We’re strategists, creatives, and data nerds, who truly love helping advisors succeed.


Jonathan Musgrave
Jonathan Musgrave

Founder & CEO

RuthM
Ruth Musgrave

Chief Operations Officer

Chazz Wolfe
Chazz Wolfe

Director of Strategic Initiatives

HansB
Hans Bengard

Director of Sales & Client Success

Evoto
Nathan Detandt

Lead Success Coach

DanC
Daniel Cruice

Senior Success Coach

JoshM
Joshua Malone

Account Manager

Drew Tommelein
Drew Tommelein

CRM & Systems Manager

BrinnaD
Brinna Day

Digital Traffic Specialist

JoannaD
Joanna Detandt

Business Development Representative

CathyH
Cathy Harley

Marketing Quality Assurance Specialist

CalebM
Caleb Morgan

Marketing Campaign Specialist

Maureen N
Maureen Nall

Direct Mail Specialist

JessicaS
Jessica Sebold

Senior Marketing Specialist

EmilyTaylor_Ward
Emily Taylor Ward

Direct Mail Graphic Designer

AnnMarie W
Annmarie Weldon

Launch Coordinator

SkyeN
Skye Nicholson

Account Manager

take the next step

Want to work with a team that loves what they do?


We’re always looking for sharp, creative people who want to push the boundaries of advisor marketing.


talk