Steve has over 30 years of experience in the financial services industry. He provides comprehensive financial planning and wealth management services to individuals. His background and experience includes tax planning, financial and estate planning, investment advisory and risk management/insurance services.
Bachelor of Science - Accounting Degree from the University of WI-Eau Claire May '87
Certified Public Accountant (CPA) - 1987
Personal Financial Specialist (PFS) - 2000
Chartered Financial Consultant (ChFC) - 2002
In the community
Steve has served on numerous boards in his community, and on profession boards throughout his career.