“No investments are good or bad — they all have pros and cons and need to be used together in the right way to achieve the goals you want for yourself.”
When Steven was in college, he worked with an uncle who was a financial advisor – which showed him the immense impact he could have on clients’ lives.
“Since then, I have wanted to work with families and individuals in a meaningful way and cultivate long-lasting relationships,” Steven says.
Steven helps clients create financial plans based on their long-term goals and market factors. He especially enjoys helping people incorporate their company benefits into their overall financial strategy, giving them greater control over their goals – without leaving money on the table. He also focuses on executive benefits, retirement planning, tax planning, wealth management and creating income.
Steven has a bachelor’s degree in economics and global markets from the University of Illinois at Urbana-Champaign. While Steven has called Chicagoland home his entire life, he has now lived in the city for more than two years.