With a background in finance and accounting, Steve has a passion for helping people plan for the “what ifs.” Striving to be more than just another financial professional, he wants to make a difference in the lives of those around him while letting them know they are not alone in navigating their financial futures. That’s why one of his favorite quotes is, "People will forget what you said, people will forget what you did, but they will never forget how you made them feel."
His goal is to help his clients sleep better at night knowing they’ve planned for their financial future the best they can. Steve shares, “It is easier to make smart decisions now, than to try to play catch up later.”
Graduating from the University of Wisconsin-Lacrosse, Steve holds a degree in Finance. Steve and his wife reside in Wauwatosa, Wisconsin. In his free time, Steve enjoys spending time with his family, golfing, and participating in activities with his church.
Area(s) of Focus
- Insurance Strategies