Steve Kelley
Managing Director, Wealth Management
Steve provides wealth management services to high-net-worth investors, including physicians, senior executives and business owners.
Steve offers insightful investment advice, creates financial plans to help clients realize their goals and assists with estate planning needs. He is particularly adept at working with business owners who are in transition or contemplating the change, providing guidance, reviewing options and assisting during the process and after a transaction has closed. He also provides financial guidance to individuals who are going through or have gone through the divorce process.
Prior to joining the firm in 1999, Steve worked for a public accounting firm and in private industry.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants
- Wisconsin Institute of Certified Public Accountants
- CFP®
- Certified Divorce Financial Analyst
- Financial Planning Association
- Institute for Divorce Financial Analysts
- Common Threads Family Resource Center, treasurer
- Road Home of Dane County, board member
EDUCATION
- Bachelor of Business Administration, accounting, University of Wisconsin–Whitewater
