Focus
Steve supports clients through financial planning, investment research, and retirement strategy development. He collaborates closely with Paul to prepare for client meetings, analyze portfolios, and evaluate fund strategies. With a strong emphasis on clear communication, Steve is dedicated to helping clients understand their options and make confident decisions as they plan for the years ahead.
Steve joined the team in 2019 to support the expansion of Paul’s practice. Before that, he spent five years at Calamos Investments working with financial advisors, institutional clients, and home offices across multiple product lines. His work there deepened his understanding of financial markets, with direct experience in mutual funds, separately managed accounts, and closed-end funds. He began his career at BMO Harris Bank as a personal banker, where he first discovered his interest in guiding others through financial conversations.
Education, Awards & Credentials
- B.S., Agricultural and Consumer Economics, University of Illinois at Urbana-Champaign
- Concentration in Financial Planning
- Certified Investment Management Analyst® (CIMA®)
- Credentialed through the University of Chicago Booth School of Business and the Investment & Wealth Institute
- Series 6, 7, 63, and 66 FINRA Registrations
- Licensed in Life and Health Insurance
- Team Member recognized on the Forbes “Best-in-State Wealth Management Teams” award (2025)
Outside the Office
Steve lives in Naperville with his wife, Bridget, and their daughters, Kayleigh and Kennedy. A proud alum of Lisle High School, he serves on the board of the Carlin Nalley Foundation, where he helps raise scholarship funds and engage fellow alumni. Whether he’s cheering for the Fighting Illini, traveling, golfing, or staying active with his family, Steve finds joy in connecting with people and giving back to the community that helped shape him.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
