Steve Drizos AIF®
Steve Drizos, President of Liberty Wealth Strategies, brings over 17 years of experience in financial planning, investment management, and multigenerational wealth strategies. His approach is rooted in personalized service, integrity, and a deep passion for helping families build and preserve wealth with clarity and purpose.
Steve lives in Washington County, Pennsylvania with his wife, Julie, and is a proud father of four. Throughout his life, he has studied Shotokan karate and enjoyed a successful hockey career into his early 20s. Outside of his work, he now enjoys yoga, skiing, and biking, and remains actively involved in his community.
Over the course of his career, Steve has earned numerous accolades, including the Circle of Excellence, Market All-Stars, and BRAVO Top Producer awards. He was named the #1 Rookie of the Year and ranked #69 in Bank Investment Consultant Magazine’s Top 100 Bank Advisors nationwide—recognitions that reflect his unwavering dedication to client service.
Steve holds FINRA Series 7, 65, 63, and 6 securities licenses, has earned the Accredited Investment Fiduciary (AIF®) designation, and completed coursework through the College for Financial Planning. His passion for investing was sparked early in life, inspired by a family that valued financial literacy and opportunity—principles that continue to guide his work.
At Liberty Wealth Strategies, Steve leads with a clear mission: to empower families through thoughtful planning, transparent advice, and strategies designed to endure for generations.
Danielle Diaz
Danielle Diaz is a seasoned professional with over two decades in the insurance and financial industry. Aside from bringing a wealth of experience, knowledge and support to our team, she is licensed and specializes in simplifying the Medicare process for those turning 65, retiring, or losing employer health coverage. Her dedication to education and personalized solutions ensures clients navigate their options with ease and confidence.
Outside of work, Danielle fosters growth through community senior and youth outreach programs and holds local board positions for organizations such as NABIP and WIFS, advocating for ethical standards in the insurance and financial services industry.
Beyond her career, Danielle is a proud mother and dog lover with two rescue pups. She enjoys life’s simple pleasures in South Florida and, in her downtime, cherishes family time, soaking in sunsets, and immersing herself in a great book.
Nancy Hall
Nancy Hall has been working with financial advisors and their clients for over seven years, helping clients complete their estate plans.
Nancy is an active member of her community and involved in several organizations including Big Brothers Big Sisters and The Smart Reader Program. In her spare time she enjoys cooking, riding bikes with her husband, and walking Eddie, her boston terrier.
Not affiliated with J.W. Cole Financial