Our SmartVestor Pro and Financial Coach will guide you on your journey to financial freedom.
Schedule A MeetingSmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor Investing Professionals] to learn more.
As a dual-credentialed CPA and CFP® with over 35 years of experience, I've honed my expertise in tax planning, retirement strategies, and estate planning. I'm dedicated to providing personalized financial guidance that addresses all facets of your unique financial situation.
Whether you're looking to grow your wealth, plan for a comfortable retirement, or navigate complex tax challenges, I'm here to assist you. Let's work together to develop a comprehensive financial plan that aligns with your goals and aspirations.
After 14 years of vocational college ministry, I’m happy to join Steve as he makes significant investment in the lives of people through wise financial guidance! I received a bachelor's degree in Agribusiness from the University of Illinois in 2010 and am grateful to continue to learn from Steve and come alongside his clients each step of the way!
What we do best
What we believe.
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.
*As reported by Financial Planning magazine. 1996-2023, based on total revenue.
