Steve Stevens is a specialist and financial planner with WestPoint Financial Group. His fee-based financial planning practice focuses on those mid-career professionals and business owners who are near, arriving to or in retirement.
With their lives being more complex with family obligations, growing businesses and evolving careers, they seek someone to help guide them to ﬁnancial independence as well as helping to maximize their retirement income.
He is a graduate of the University of Wisconsin with a Bachelor of Science in Accounting and Marquette University with a Master of Business Administration in Finance. Steve has been involved in financial planning with his individual clients, business owners and not-for-profit organizations for over 15 years.
Prior to guiding his clients, Steve owned a full-service travel organization for 20 years and facilitated new database implementation with Roche Diagnostics. Steve is on the Board of Easter Seals Crossroads, his church board at Holy Spirit and he is a faith ministry teacher for both junior and senior high students. In his spare time, he enjoys spending time with his wife and daughters, learning more and teaching others.