Our Principals

Steven Taub

Financial Professional

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Steven is genuinely passionate about the needs of his clients and committed to bringing the highest level of integrity, honesty, and planning to each situation. 100% of Back9Strategies business has been built on referrals. This humbling fact is a great source of pride for Steven and is a testimony to the outstanding results the firm has achieved.

Steven is a member of The Nautilus Group, an invitation-only, elite group of Financial Advisors. As a member, he enjoys exclusive access to the in-house support of professionals with credentials in law, taxation, accounting, insurance and finance. Steven has been invited to and presented at the annual Nautilus meeting, Chairman’s Council and President’s Council meetings, and a national webinar for all New York Life agents. He has won multiple awards, including recognition locally, regionally and nationally. Steven is also a shareholder of NYLARC, a reinsurance company wholly owned by shareholder/agents of NYL.

CA Insurance license #0G74400

David E. Levee, CLU®

Financial Professional

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As a financial services professional in business since 1967, David E. Levee applies strategic thinking to all of his clients' needs. His ability to come up with unique solutions to complex financial situations is unsurpassed in this arena. Holding the Chartered Life Underwriter® designation, David truly understands what financial products or services best serves his clients. His expertise includes the fields of estate, business succession, and executive benefit planning, as well as tax wise retirement planning and income generating.

As a charter member agent, and current board member, of The Nautilus Group®, a service of New York Life, David belongs to this elite group of financial professionals and has exclusive access to the in-house support of planning professionals with credentials in law, taxation, accounting, insurance and finance.

David is also an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser. This unique combination allows David to offer more comprehensive planning for his high net worth and business clients.

While serving his clients since 1967, David has received numerous industry awards and recognitions including serving as President of the New York Life Agent Advisory Council from 1994 to 1996. In addition, he is a charter shareholder and former president of NYLARC, a reinsurance company wholly owned by its shareholder/agents.

CA Insurance license #0578378