Dedicated to developing meaningful relationships and leading others to reach their full potential in service of our clients.
As Senior Vice President, Wealth Regional Sales Manager, Steven leads a team dedicated to delivering tailored financial advice and solutions while continuing to serve clients directly. He draws on his wealth management background to help both his team and his clients navigate unique financial goals, risk tolerance and lifestyle aspirations to develop strategies that maximize wealth preservation and growth. Steve takes a proactive approach by staying current on industry trends and regulatory changes to keep his team informed and his clients well-advised. He believes in the power of collaboration and strong leadership to drive optimal outcomes and lasting, positive impact on the lives of those they serve.
Experience
- Started working in the financial services industry in 2014
- Joined Johnson Financial Group in 2024
- Received a Master of Business Administration (MBA) from University of Wisconsin — Madison in 2024
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
Community Involvement
- Coach for youth soccer team
- Volunteers for his children’s afterschool activities
- Previously involved with United Way of Dane County and Madison Symphony Orchestra