We empower you through education, access to your advisor, and investment options through LPL, the largest independent broker dealer*.

Steve is differentiated from many other CFPs in Peoria by his CPA license. He also earned the American Institute of Certified Public Accountants’ (AICPA) Personal Financial Specialist (PFS) designation.

Your season of life, situation, and investment preferences determine the path forward. We work with you to devise a financial strategy that fits your needs.