I help individual investors review and understand their options for saving for retirement. My clients include executives, business owners and families.
Leveraging knowledge and experience, I work with clients to provide education and guidance so they can make informed financial decisions when mapping out a personalized financial strategy. Having a strategy in place can help our clients by creating time for them to focus on their career and family.
We provide tailored service and support centered around topics such as:
- Retirement and income strategies
- Estate considerations
- Wealth preservation
I meet with my clients in-person or virtually to provide proactive guidance throughout the year. I help hold clients accountable to staying on track to achieve their long-term financial goals. I have thousands of people and advanced technology supporting our office to help us better understand and meet our clients' unique goals and needs.
As a former Division I athlete, I bring the same focus and dedication to my clients that allowed me to excel on the baseball field. I grew up in Cincinnati, Ohio before attending Kent State University on an athletic and academic scholarship. After graduating magna cum laude with a degree in finance and entrepreneurship, I spent two years as an equity trader at Edward Jones' home office in St. Louis. I have been a financial advisor serving investors in the Chicagoland area for over 11 years and attained the CERTIFIED FINANCIAL PLANNER™ certification in 2015. I live with my wife and two daughters in the western suburbs of Chicago.
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberSteve Davis at (847) 788-0959
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