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Experience

Steve is a wealth transfer specialist in the wealth management practice. He is known for helping high-net-worth clients develop financial planning strategies that maximize the transfer of wealth to the next generation, as well as the supporting of charitable causes.

With over 15 years of experience, Steve specializes in estate planning, business succession strategies, and complex life insurance planning. He also helps families develop a plan on how to effectively and efficiently transfer wealth with as little cost and the greatest leverage to meet their goals.

Steve holds a BSB in finance from the Carlson School of Management University of Minnesota.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 


Securities offered through Valmark Securities Inc., Member FINRA, SIPC, 130 Springside Dr, #300, Akron, OH 44333 (330) 576-1234. Plante Moran Insurance Agency and Plante Moran Financial Advisors are separate entities from Valmark Securities.

FINRA: http://www.finra.org/
SIPC: http://www.sipc.org/

Specializes In

Additional Thoughts

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