Senior Vice President–Wealth Management
Steve began his financial career with Merrill Lynch in 1981. In 1987, he moved to Painewebber, and remained with the firm until it merged with UBS in 2000. Steve graduated from Iowa State University in 1979, with a degree in Business Administration. He also earned his Certified Financial Planning degree (CFP®) in 1990.
Account Vice President
Tailored solutions through personalized service. There is nothing more important to me than understanding what matters the most to you. I bring to Duesenberg Davis Wealth Management an established process to help achieve your goals. This process includes amongst other things, advising clients on financial assessments using knowledge of investment and insurance strategies.
My role includes taking a complete view of each clients current situation. I work to assess a clients comfort with risk, their assets, liabilities, income, insurance needs, rate they save, final objectives and estate considerations.
I also welcome the opportunity to work with your accountant, attorney and other trusted professionals to deliver a comprehensive strategy that leverages everyone's unique expertise.
I joined Duesenberg Davis Wealth Management at UBS in August of 2021, moving over from a competing firm.
Born and raised in Milwaukee, WI, I proudly serve clients in many states across the US.
Prior to my work in finance I was a Head Men's Soccer Coach at the NCAA Division 1 level (Wright St. University). I definitely lean on this experience when working with my current clients as every single day was about setting a plan and executing it.
I reside in Deerfield with my wife Erin, who is also on our team, as well as my twin Step Daughters Haley and Avery.
Senior Wealth Strategy Associate
Jordan graduated with a bachelor's degree from the University of Iowa in 2012. After graduating, he began working at Wells Fargo Home Mortgage. He started his financial career at UBS in 2014, where he previously worked as a Wealth Strategy Associate.
Client Associate Senior
Emily is a Senior Registered Client Service Associate at UBS. She started her financial services career in 2001, where she worked at Robert W. Baird and A.G. Edwards prior to joining UBS Financial Services, Inc. in February 2008. Emily earned a bachelor's degree from Iowa State University in 1998 and obtained her Series 7 & 66 licenses in 2005. Always wearing a smile, Emily is all about providing excellent service.