About Steven
I specialize in working with business owners, business professionals, and families to help them achieve their most important financial goals. I specifically help people hedge, protect, and grow their wealth using tax-efficient strategies that expedite their personal journey to financial independence. My aim is to help people find financial peace of mind so they can enjoy their time with family.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood type 1 diabetes and cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
JDRF
Personally touched by the cause, we are passionate about eradicating type 1 diabetes and support JDRF, the leading global organization funding type 1 diabetes research. We donate funds and participate in events such as the JDRF Dream Gala and the JDRF One Walk.
JDRF One Walk at Angels Stadium
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
PADRE Foundation
At PADRE, they help inspire children with Type 1 Diabetes and their loved ones as Type 1 affects their everyday lives. PADRE is dedicated to giving resources to the Type 1 community and foster a supportive community where people can find peace with Type 1 Diabetes being a constant in their lives. They empower these families and give them the information and optimism they need to adapt to Type 1 Diabetes.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Business Planning & Succession
Investment Planning & Strategies
Tax-Efficient Strategies
Disability Planning
Multigenerational Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
