Thank you for visiting our website. I began my Edward Jones career in 2002 as a financial advisor in Farmington, MI. My primary goal is to serve clients who are seeking steady advice and counsel regarding their long-term goals, which include retirement income and passing wealth to the next generation.
I attended the University of Michigan and graduated in 1999 with a bachelor's degree in economics. In addition, I received the AAMS® professional designation in 2006.The College for Financial Planning awards the AAMS designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. In 2009, I became a limited partner with Edward Jones.
My spouse, Courtney, and I have two children in the Farmington Public Schools and have lived in Farmington Hills since 2007. I have been active in business and civic affairs in Farmington for many years, having served as an ambassador for the Greater Farmington Area Chamber of Commerce. I am also a member of the Xemplar Club of Farmington & Farmington Hills. My interests include anything that keeps me active like running, golf and CrossFit.
My senior branch office administrator, Colleen O'Brien, has 10 years of industry experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call or stop in the office with any questions. We look forward to earning the opportunity to partner with you to help you accomplish all of your financial goals. While you're here, please discover and enjoy our charming downtown area!
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- LGBT Finances
My Personal Interests
- Personal Fitness
Phone NumberSteve Chang at (248) 474-7844
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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