- Wealth Management
- Practice Areas:
- Wealth Management
Steve's passion for helping others is driven by his ability to understand his clients' priorities and go beyond the numbers to meet their needs. Incorporating both the financial and emotional aspects of a family's wealth, Steve draws on his accounting and investment background to provide advice encompassing efficient portfolio design, retirement planning, tax-minimization strategies, college funding, and wealth transfer strategies. His clients know that when they trust him and the M&S Wealth Management team with their investment portfolio, they can expect a holistic approach to financial planning with a result designed to meet all of their goals.
After completing the three-year Chartered Financial Analyst investment program in 2008, Steve entered the field of personal wealth management for the opportunity it provided to merge his interests in investments and the markets with his keenness for personal relationships. Armed with over nine years of experience working at financial institutions including The Northern Trust Company, Charles Schwab, and BMO Harris, Steve joined Mowery & Schoenfeld as the Director of Wealth Management in 2017 with a mission of providing investment advisory and financial planning services to the families we serve.
An enthusiastic father and avid sports fan, Steve spends his evenings and weekends coaching and cheering for his children in their many sports and activities. He also looks forward to being taken for walks by his 75-pound Golden-doodle, Henry.
Working as a wealth manager is a lot like putting together a puzzle. The pieces required are an in-depth understanding of what is important to each client, the individual's aspirations for the future, plus a detailed knowledge of the financial situation at hand. Putting it all together into a road map for the future is a lot of fun. It is my job to reduce my clients' worries through the financial planning process so that they can spend time focusing on what is most important to them.
Not many firms are able to commit to such a high level of client service and technical excellence while promoting a culture of camaraderie and professional development for their employees. M&S has it figured out; it's possible to serve clients at the highest level while doing it in a fun and professionally rewarding environment!
I have the ability to effectively multi-task and watch a Cubs game, read sports or investment news on my iPad, and have a conversation with my wife about her day or the many activities of our children. My wife would likely disagree and question the extent of my talent in this area...
- Bachelor of Science in Accountancy - Northern Illinois University
- Currently pursuing Master of Science in Taxation - Northern Illinois University
M&S Cares, Coaching children's sports in my community
CFA Institute, American Institute of Certified Public Accountants, Illinois CPA Society