Steve Meldrum is a contrarian by nature. He is the corporate insurance specialist at Swell Private Wealth, a boutique firm specializing in corporate tax strategies for medical and dental professionals. His advisory practice also supports quarterly training for national and regional accounting firms, lawyers, and private bankers on advanced insurance strategies. Established as a thought leader for the dual advisor approach, he consults other financial advisors in collaborative planning. He loves the challenge of solving complex problems in creative ways with a mantra that simplicity brings clarity.