Let's move forward. Together.

Steve Schehl is the Senior Vice President, Financial Advisor in Concord, NH. He has earned the CRPC®, Chartered Retirement Planning Counselor® designation. With over 26 years of experience, Steve is dedicated to providing clients with an individually tailored approach to financial strategies and investment planning.

At the heart of Steve's philosophy is a passion to build enduring long-term client relationships through his commitment to providing outstanding guidance and service. He currently holds the Series 7,8,24, 63 and 65 FINRA Registrations, along with Life and Health Insurance licenses. Steve currently works out of the Concord, NH office and advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, liability management, and asset preservation with a specific emphasis on helping to achieve a lifelong retirement income stream. Steve has been in the financial services industry since
1993.

Steve was a U.S. Marine Corps helicopter pilot serving from 1981 – 1993 in various overseas and U.S. stations. Steve earned his BS degree from the U.S. Naval Academy in 1981 and Master of Arts in Management in 1993 from Webster University. Steve grew up much of his life in Manchester, NH and currently lives in Bedford, NH and has two children, Samantha and Casey. Steve lost his wife of 32 years to ALS in 2017 and continues to work with the NNE ALS Association and fundraise to eradicate this terrible disease.

William Hartigan is a Financial Advisor and Senior Vice President- Wealth Management with UBS
Financial Services Inc. His primary responsibilities include creating financial strategies for the team’s high net worth clients and leading all credit and structured lending initiatives.

William has received national recognition as a Forbes Top Next-Gen Wealth Advisor Best-in-State (2023), The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year. Forbes Best-in[1]State Wealth Advisors (2023), The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. Forbes America’s Next Gen Wealth Advisors (2021), The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

William Graduated from Cornell University where he was a four year member of the varsity squash team