With over 23 years of financial services industry experience, Steve brings comprehensive knowledge and skills to the Independent Financial Advisors wealth management team.
Steve earned a B.A. in Economics from the University of Michigan, and has the following registrations and licenses:
- Series 7*
- Series 66*
- Life, Accident & Health Insurance License for the State of Michigan
- Chartered Financial Analyst (CFA©) Level II Candidate**
*Securities registrations held with LPL Financial.
**The CFA Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge you need in today’s investment industry. It also emphasizes the highest ethical and professional standards.