- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Steve is a Senior Trust Advisor responsible for providing holistic wealth management services for individuals and families, privately held businesses, family offices and foundations and endowments. Steve has expertise in financial planning, wealth transfer, banking, investments, tax management, and philanthropy. He has over 22 years of experience in wealth management.
Experience
Prior to joining Northern Trust in 2019, Steve worked at Prairie Trust for five years, where he served as a Vice President. Prior to that, he worked at BMO Harris Private Bank as a Trust Advisor.
Community Involvement
Steve serves as an assistant coach for the New Berlin Magic Girls Fastpitch team.
Joined Northern Trust
2019
Education
Bachelor of Science in Business Administration, University of Wisconsin – Stevens Point.
Credentials
Certified Financial Planner (CFP®). Certified Trust and Financial Advisor (CTFA).
Milwaukee
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526 East Wisconsin Avenue
Milwaukee, Wisconsin 53202