Steve Bien

Overview

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. 

Education

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.