A practicing financial planner, Steve is a personal and business planning strategist offering a concierge service for select clients that is a results-driven with a formal strategic process wrapped in unparalleled service. He acts as a resource to closely held business, including overall business plan, succession plan, executive retention and business transition. Collaborations are based on the premise that complex situations require profoundly simple solutions. Prior to relocating back to the Chicagoland area in 2007, Steve served in executive-level positions at American Express in Minneapolis and at MetLife in New York City, focused on relationships with FORTUNE 500 clients and their employees. Steve spends summers working to perfect his lawn and gardens, and the winters looking for a reason to go someplace warm.