Located in the Chippewa Falls Office
It was Wealth Management group's philosophy and vision centered on an individual personal approach to financial advising that attracted Steve to WMG. Steve brings with him an abundance of knowledge and experience in the investment world having spent 30 years in the industry. Steve's attitude is that no two investors are alike so he carefully listens to each client's financial needs and goals, putting the client first - always.
As a Senior Financial Consultant, Steve is registered as a General Securities Representative and as an Investment Advisor Representative (IAR) with LPL Financial which allows him to work on a fee basis offering advisory accounts.
Having lived and worked in the Chippewa Valley for over 30 years, Steve has been actively involved in both charitable and community work. He and his wife Janet currently live in Eau Claire. Steve is proud to be a father of four children, one of whom he and his wife adopted from Siberia, Russia. He will gladly tell you more about any of his kids or his grand-daughter - just ask.