Steven S Kopala

Majoring in Engineering at the University of Illinois and trading US treasuries for 9 years taught Steve Kopala the importance of risk and numbers. After experiencing the unexpected loss of his father at the young age of 61, Steve made the pivotal decision to begin his career at Northwestern Mutual, driven by a desire to help others gain flexibility and options in life and retirement.

Our practice is highly regarded and built on three core principles: Integrity, Technology, and Plan Strategy. Steve believes in creating personalized financial plans that can help provide peace of mind, confidence, and the ability to focus on what matters most.

Let’s Build Your Financial Future—Together

You work hard to provide for your family, grow your business, and build a future you can be proud of. But when it comes to financial planning, it’s easy to feel overwhelmed, too busy, or unsure of who to trust. You deserve a financial partner who truly understands your goals, your concerns, and your vision for the future. That’s where Steve comes in.

For over 23 years, Steve has helped professionals, families, and business owners gain clarity, build confidence, and take control of their financial future. Whether you’re focused on protecting your loved ones, maximizing your investments, reducing your tax burden, or planning for retirement, Steve provides a clear, strategic path forward—so you can focus on living your life with peace of mind.

Steve knows firsthand how unexpected life events can change everything. Losing his father too soon taught him that financial planning isn’t just about numbers—it’s about being prepared for whatever life throws your way. His job is to help you navigate those uncertainties with a customized strategy that fits your unique situation.

With a deep understanding of investments, insurance, business planning, and retirement strategies, Steve works alongside you to create a smart, proactive plan that evolves as your life and goals change. Backed by Northwestern Mutual and other top financial institutions, he provides trusted guidance, proven strategies, and a long-term partnership—so you can move forward with confidence.

Let’s start the conversation today. You’ll be taken care of.