Dima Steesy (Wealth Manager)

I’m a Navy veteran, an Eagle Scout, and a cum laude graduate of Harvard University. I bring that experience, and a friendly, creative, and engaged approach, to helping clients manage their wealth and invest for the future. My approach is personal and collaborative. Before entering investment management, I was an entrepreneur in the consumer and healthcare sectors and grew a fire protection company into one of the largest in Southeast Texas. As a former business owner, I understand the decisions that come with building and running a company, from managing cash flow and planning for taxes to balancing business needs with personal and family goals. My perspectives have been published in CNN, USA Today, GQ, and Business Insider. My first book, Silicon Valley of the Dolls, about the AI boom and its winners and losers, is scheduled for publication in December 2026.