Helping you build a financial plan that lasts a lifetime.
As Vice President, Wealth Advisor, Steve partners with clients to navigate their financial journey with confidence and clarity. His approach begins with comprehensive financial planning — taking the time to truly understand each client's goals and how best to serve their family's investment needs. Steven is committed to building lasting relationships, coordinating a consistent client service experience and delivering thoughtful advisory guidance through every stage, from discovery and implementation to ongoing care of the relationship.
Experience
- Started in the investment services industry in 1994
- Joined Johnson Financial Group in August 2026
- Over 30 years of experience serving clients’ investment solutions needs
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Business Succession Planning
- Estate Planning
- Retirement and Financial Planning
- Wealth Strategy