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Steve Santos

Steve Santos

COO + Executive VP of Sales

A key player in creating and implementing the vision and culture of the Merz Agency, Steve has been a part of the team since 2001. In addition, he enjoys working with our Advisor Partners in creating solutions that require our suite of insurance products that meet a financial planning goal in risk protection. As our resident fishing expert, you can often find Steve on the John Day or Lake Billy Chinook with a pole in hand.

Meet Steve.

What is your favorite part of your job?
I had the privilege of coaching all of my children in sports for many years.  I love building teams! It’s very rewarding to see someone come alive because you believe in them.  If you combine my duties of facilitating the growth of our Merz team with my involvement in assisting our Advisor Partners in providing quality planning solutions for their clients, it doesn’t get much better than that.

One thing you must do every morning?
My alone time with the Lord!  It allows me to create space from the business of life and assists me in keeping my priorities focused on being present for those I interact with during the day.

Coffee or Tea?
Coffee. I am a late bloomer to begin drinking coffee, but I do start most everyday with a cup.

Mountains or Oceans?
Definitely Mountains.  One of my most favorite sights is to see Mt. Jefferson from a boat at Lake Billy Chinook!

One fun fact that most people don’t know about you.
I am actually able to be quiet for hours at a time and enjoy it…well, the requirement would be that I need a fishing rod in my hand!

Get in touch with Steve at [email protected] or 503.488.5969.