Our team is multi-generational, each with different perspectives, experiences and expertise. This allows us the ability to connect and relate with all clients, no matter their background or generation they grew up in.
Our team is built upon shared values that we live by everyday: honesty, integrity and the putting clients first, always.
Meet Our Team
Steve began his career developing an extensive background in retail general management. This has naturally positioned Steve to be client-driven and focused. He is interested in long-term relationships that extend across multiple generations and works closely with his clients to tailor a program that is unique to each financial situation.
Steve lives in Green Bay and has been married over 20 years to his wife, Ann. They have seven beautiful children: Anthony, Gianna, Lorenzo, Mario, Rocco, and identical twins; Lucia and Kateri. Their family, faith and their community are their passion. Steve and his wife enjoy being involved in their children's school activities.
Steve graduated from the University of Minnesota - Twin Cities in 2000 with a Bachelor of Science in Applied Economics and a minor in Finance. Steve holds the Accredited Investment Fiduciary (AIF-registered) designation. His philosophy is that no two investors are identical; investing and wealth management are very personal, goal-oriented and require regular review of strategies as personal and family situations can shift over time.