Empathetic advisor that’s dedicated to developing meaningful relationships with his clients.
As AVP Wealth Advisor, Steve provides tailored financial advice and solutions to clients. He focuses on understanding his clients' unique financial goals, risk tolerance and lifestyle aspirations to develop comprehensive wealth management strategies that maximize wealth preservation and growth. Steve takes a proactive approach to staying updated on industry trends and regulatory changes so he can provide informed and relevant advice to clients to help them achieve sustainable financial success. He believes in the power of collaboration and aims to achieve optimal outcomes and positive impact on his clients’ lives.
Experience
- Started working in the financial services industry in 2014
- Joined Johnson Financial Group in 2024
- Received a Master of Business Administration (MBA) from University of Wisconsin — Madison in 2024
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
|---|
Ask Me About
- Business Succession Planning
- Estate Planning
- Retirement and Financial Planning
- Wealth Strategy
Community Involvement
- Coach for youth soccer team
- Volunteers for his children’s afterschool activities
- Previously involved with United Way of Dane County and Madison Symphony Orchestra