Steve began his financial advising career in the summer of 1995. Over that time Steve has advanced his knowledge and scope of expertise by obtaining his insurance license, Series 66 advisory license, and in June of 2007 he earned the CRPC® (Chartered Retirement Planning Counselor) designation from the College for Financial Planning.
With nearly 20 years experience advising individuals and families regarding their financial lives, Steve spends the majority of his work in the area of pre and post retirement planning. Steve emphasizes with his clients the importance of needs based planning, and helps them recognize the unique connection that exists between personal values, goals, and how money is ultimately directed.
Steve and his wife Lisa make their home in Sheboygan Falls, and their family continues to grow in number as their children are marrying and grandchildren are arriving. Steve has demonstrated active participation in the Sheboygan County area by serving on various boards, lending a hand during community functions, serving in his local church and helping other local churches when called upon. Above all else Steve strives to carry out his profession under one overriding banner, “do the right thing for every person, in every situation, every time.”