Steven has almost a decade of experience in the financial services industry in a variety of roles at Cambridge Investment Research, Morgan Stanley, and LPL Financial. In his most recent role, Steven was a financial planner and helped run a boutique wealth management practice in downtown Chicago. Steven graduated from the University of Iowa with a Bachelor of Arts degree. He later earned the Accredited Wealth Management AdvisorSM (AWMA®) designation from the College for Financial Planning and completed the CFP® professional education at Stockton University in New Jersey. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Steven and his wife Tori live in Chicago with their retired racing Greyhound, Izzy. In his free time, Steven enjoys spending time with family and friends, watching and playing sports, and listening to live music in the city.