Media
Words to Live By
Client Experience Professionals
Team Members
About
Steven provides comprehensive planning solutions to young families, entrepreneurs, professionals, and those needing assistance with wealth transfers.
Steven began his career as an estate planning attorney and leverages this legal background and expertise in life insurance planning when serving clients. His training as a Certified Legacy Navigator guides him in assisting clients to create ethical and philanthropic wills. Steven also holds the Behavioral Financial Advisor (BFA) certification.
Steven, his wife, Louise, and their four children live in Minneapolis, Minnesota. They previously spent a year in Israel and six years in Chicago. Steven is an active member of his community and involved in several non-profits and professional associations.