A CERTIFIED FINANCIAL PLANNER™ professional, Steven applies his intellect to help clients attain their financial goals. He finds the financial markets fascinating and enjoys helping clients manage their wealth.
His areas of expertise also include charitable and estate planning, planning for closely held business owners, planning for executives, portfolio management, retirement planning, risk management, and tax planning.
Before joining Raymond James in 1996, he worked for Merrill Lynch as an investment consultant. He has a bachelor’s degree in history and a Juris Doctor from Thomas Cooley Law School and has been a member of the Illinois State Bar Association and a Dispute Resolution Arbitrator for FINRA.
Originally from Beaver Dam, Wisconsin, he lives in Rockford with his wife, Nancy, and children, Anne and Elizabeth. In his free time, he supports Midway Village Museum Center and Tinker Swiss Cottage, two historic museums in Rockford.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.