Advisor Profile

Steve is a Managing Director of Wealth Management at Choreo, specializing in business transition and transaction planning, philanthropy, and multi-generational wealth transfer. He works with business owners, corporate executives, CPAs, healthcare executives, attorneys, and ultra-high-net-worth individuals and families, providing strategic financial guidance tailored to their unique needs.

With a deep understanding of the complexities of wealth management and financial transitions, Steve offers insightful investment advice, financial planning, and estate planning strategies to help clients achieve their long-term goals. He is particularly skilled at working with business owners in transition or considering a major change, providing guidance, reviewing options, and supporting them both during the process and after a transaction has closed. Additionally, he helps individuals navigate the financial complexities of divorce, ensuring they have a solid plan for their financial future.

Before joining Choreo, Steve spent over two decades at RSM US LLP, where he advanced from Director to Partner, advising high-net-worth clients on wealth management and financial planning. His background also includes experience in the private industry, giving him a well-rounded perspective on financial decision making. Steve’s expertise, strategic approach, and ability to simplify complex financial matters allows his clients to confidently navigate transitions, protect their legacies, and enjoy their wealth with peace of mind.

PROFESSIONAL AFFILIATIONS & CREDENTIALS

• Certified Financial Planner®
• Certified Public Accountant
• Certified Divorce Financial Analyst®
• Good Shepherd Lutheran Foundation, Board Member
• Institute for Divorce Financial Analysts
• Common Threads Family Resource Center, Treasurer
• Road Home of Dane County, Board Member

EDUCATION

• BBA, Accounting, University of Wisconsin–Whitewater