Steve began his career as a Financial Advisor in the 90s. His experience allows him to adhere to a disciplined process that delivers a consistent, yet customized wealth management experience. Before any financial decisions are made, he takes the time to fully understand who his clients are and what matters most to them as individuals and business professionals.
With this intimate knowledge of what his clients value most, Steve is able to help establish objectives, develop an appropriate strategy, and recommend solutions. He conducts regular reviews to help monitor his clients progress toward reaching their goals, and keeps their strategies consistent with any changes that may take place in their life and/or business.
After building one of the largest teams for Merrill Lynch in Chicago, Steve left to establish IHT Wealth Management in June of 2014. At IHT, he acts as President and in a fiduciary manner on his clients behalf. He has his BA in Mathematics and is both a CERTIFIED FINANCIAL PLANNER™ professional, as well as a CHARTERED RETIREMENT PLANNING COUNSELOR SM. Steve is currently the youngest member of the Illinois Wesleyan Board of Trustees.
He has been seen on CNBC, Fox Business, Bloomberg, Reuters. He has also written for Forbes, Investment News, and Financial Advisor Magazine, and has been quoted in numerous publications, including the Wall Street Journal. You can find these appearances and articles under our websites Press tab.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.
CRPC conferred by College for Financial Planning
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