Steve Backus

Steve focuses on assisting not-for-profit organizations with their investment needs. He provides important client and portfolio management services to help ensure the highest level of client satisfaction. His involvement carries through all aspects of the investment program to include investment policy development, asset allocation, investment manager oversight and risk management.

Meet Steve Backus

Steve Backus follows a customized approach based on his client’s unique needs. With their best interests at heart, he provides tailored solutions that help them grow.

Experience

• Bachelor of Arts in Consumer Science with a concentration in Personal Finance from the University of Wisconsin-Madison.
• More than 20 years of experience in the investment industry with over 17 years of serving not-for-profit organizations

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.