Company Profile

A financial professional since 1988, Steve has come to understand the specific and unique needs of his clients needs through the use of comprehensive financial planning. We believe Steve's esteemed reputation is the direct result of the client satisfaction he provides with his professional charisma, attention to detail, and a desire to continually increase his knowledge. Steve derives professional enjoyment from meeting one-on-one with clients, becoming personally involved with their financial goals, and helping them meet their financial goals. Steve is often asked to present financial-based meetings to a variety of individuals including Attorneys, Accountants, Doctors as well as other planning professionals. In addition, he often assists other planners and their clients with complex planning issues. He is endorsed The Financial Health Research Institute and several other groups.

Steve obtained his CERTIFIED FINANCIAL PLANNER designation from the College for Financial Planning in Denver, Colorado. The additional advanced certifications of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) were conferred through the American College. In addition, Steve has achieved the Accredited Estate Planner (AEP) designation. Steve is a member of the Financial Planning Assocation, The Chicago Estate Planning Council, The Million Dollar Roundtable, and the Society of Financial Service Professionals.