Retirement Plan Officer
As a Retirement Plan Officer, Steve is committed to servicing clients through life’s stages by working through complex retirement, estate, and tax planning guidance tailored to each client’s unique situation. He has more than twelve years of experience in the investment and financial industry. Prior to joining Midland Wealth Management, he served as Assistant Vice President, Wealth Advisor & Investment Officer at a major Midwestern regional bank holding company and also practiced as a Certified Public Accountant. Steve graduated from Northern Illinois University in DeKalb, Illinois with his bachelors in accountancy. He obtained his Juris Doctor from Western Michigan University Cooley Law School in Lansing, Michigan and is an Illinois licensed attorney and certified public accountant. Steve is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He has served on many professional and non-profit organizations and he is currently the president for The Music Academy of Rockford foundation’s board and a member of both the Winnebago Country Bar Associate and the American Institute of Certified Public Accountants (AICPA).