Professional

Across the board, the most common barrier that keeps someone from living their most fulfilling life is a misunderstanding of their own financial capacity. Steve dedicates himself to helping clients gain an understanding of what is possible and challenges them to intentionally live their ideal lives. He makes complex financial topics easy to understand and helps his clients achieve the ultimate peace of mind that comes from fully understanding why their plan will work. Steve is passionate about helping you uncover your vision and providing the road map to get you there.

Associations and Memberships

Awards and Recognition

  • Million Dollar Round Table Qualifying Member 2010
    • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.
  • National Quality Award 2007-2010 
    • Award recognizing persistency and performance.
  • National Association of Insurance and Financial Advisors Quality Award 2011-2024
    • Award recognizing commitment to excellence in service to clients in financial advising and investments.

Here are my areas of expertise

Wealth Management

Retirement Planning & Income Strategies

Business Risk Management

Tax-Efficient Strategies

Life Insurance Strategies

Disability Planning

Long-Term Care Planning

Estate Planning

Personal

I enjoy all kinds of outdoor activity sports including water and snow, mountain & road biking, outdoor entertainment and concerts. I ride bike with the Janesville Velo club on our local trails. The local Ice Age trail is a beautiful ride and resource here in Rock County! My wife, daughter, son and I live here Janesville along with our mini goldendoodle. 

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline