I am passionate about making a difference in the lives of the people in our community. Our commitment is to make sure we understand what’s important to you before we make investment recommendations. To accomplish this, we use an established process to help identify your financial goals along with your comfort level for risk. Once we know what your goals and priorities are, we can build a personalized strategy to help you reach them. My goal is to get to know you and your family and work with you to help balance your priorities and reach your goals.
Since starting my career in 2007, I have helped clients by organizing, building and monitoring their wealth, protecting what they have worked so hard to achieve and, finally, transferring their wealth with ease and dignity.
I grew up in Springport, attended Springport schools and then graduated from Spring Arbor University. Today, my wife, Laura, and I have a daughter and a son, Alexis and Lincoln. Alexis is 7.5 years old and Lincoln is 6 years old. I am an active member of the community, and I enjoy spending time outdoors, golfing and being with family. We are truly blessed to live where we grew up and to serve our surrounding communities.
It is a true privilege to serve my clients and help provide you with financial confidence. Whether that is putting together a strategy for retirement, sending a child to college or helping you pass on a legacy to your loved ones, we are here for you.
My office is located at 112 W. Main St. in Parma, Michigan. My branch office administrator, Shana Larson, is dedicated to providing the highest level of service possible.
If you aren’t a client yet, we would love to welcome you into our office and into our family. Our ultimate goal is to provide you, as we do all our clients, with exceptional, personal service to help you and your family achieve your financial goals!
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Business Retirement Plans
- Portfolio Reviews
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
- Movies & Entertainment
- Spending Time with Family
- Sports Enthusiast
Office Address112 W Main Street
Parma, MI 49269 opens in a new window
Mailing AddressP O Box 414
Parma, MI 49269
Phone NumberSteve Reule at (517) 531-3587
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