Steve joined Personal Wealth Partners as a Paraplanner and LPL Registered Sales Associate in November 2019. Prior to joining PWP, Steve had over 20 years of experience in the financial services industry; working at a large local broker dealer and insurance company, assisting financial advisors provide financial planning advice to their customers.
Retirement and financial planning can be an overwhelming process for most individuals. When should I start social security? What pension settlement option should I opt for and when should I start my pension? Can I afford to make a certain purchase in retirement without concern of running out of money? These are all questions many pre, and current retirees struggle with. Steve can help simplify the planning process by taking the time to understand what is important to you. From there Steve will develop a road map to help you make informed retirement decisions with confidence.
Steve graduated from the University of Wisconsin-River Falls with a bachelor’s degree in Business Finance. He holds FINRA Series 7, 63 and 24 licenses with LPL Financial. He also has a Chartered Financial Consultant (ChFC®) designation and is licensed to offer clients life, long term care and disability insurance.
Steve grew up on a dairy farm in Pierce county and currently resides in rural Hudson with his wife, Michelle. When not in the office, Steve enjoys spending time with his family at their cabin in northern Wisconsin, golfing and is an avid Badgers/Packers fan.