Stephen is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 10 years of industry experience. He focuses on providing timely investment and financial planning advice for his clients.

As an experienced investment profession, Steve’s goal is to explain the myriad of options available to clients in the current, more complex investment landscape. He knows what is important and how to convey this to his clients; as a result, his clients have become more knowledgeable investors.

Stephen focuses on:

• Advising clients in tax and estate planning
• Managing risk through the use of stock and options strategies
• Helping clients bridge the pre-retirement to retirement landscape

Steve received a Bachelor of Arts in Economics with an emphasis in finance and statistics from St. Olaf College. He sits on the board of the Greater Twin Cities Youth Symphonies and plays violin with local community orchestras. Steve is from the Chicago-land area, and recently married Linda Shudlick in the fall of 2008.