Steven’s mission is to deliver high-quality advice and strategies that help propel clients toward their stated goals. His top priorities are to fully understand each client’s circumstances before making investment recommendations and providing strategic advice. This includes understanding each individual’s current financial condition, personal attitudes/beliefs and financial goals. Steven’s areas of focus are tax-aware wealth accumulation strategies, retirement income strategies, tax-considerate estate planning services and wealth preservation. Steven believes in earning trust through diligence, transparency and proactive communication.
Steven became a financial advisor in 2012 and brings with him 10+ years of combined banking and investment experience before joining RBC Wealth Management. Steven became a CERTIFIED FINANCIAL PLANNER™ professional in 2017. He also passed the Series 7 and 66 exams.
He earned a Bachelor of Science degree in finance from Northern Illinois University in 2008. At the university, he also served as a student analyst for the Student Managed Portfolio from 2007–2008. Steven is veteran of the United States Marine Corps and now serves as vice commander at the American Legion in Byron, Illinois, helping support local veterans and other like organizations.
Steven and his wife, Heather, enjoy raising their four boys, Rylan, Tyler, Maddox and Beckett, in the Rockford area. Steven’s interests include vacationing with family and friends, golf and coaching kids’ sports.
