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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Senior Vice President–Wealth Management
Financial Advisor
Steve received a Bachelor’s degree in Business Administration from Truman State University in 1993 and has since devoted his entire career to working at UBS. Steve obtained the highly regarded Certified Investment Analyst (CIMA®) certificate in 2004 and the Certified Financial Planner (CFP®) in 2006.
In 2004, Steve co-founded a wealth management team which has transitioned into the Northstar Partners Wealth Management Group. Steve utilizes his advanced analytical skill set to help high net worth individuals develop goal-oriented investment strategies. He evaluates a client's entire financial picture to implement a plan that is customized based on their agreed upon needs and aspirations. Helping families confidently accumulate, preserve, and transfer wealth through our planning-based approach, allows families to successfully achieve their critical life goals. Steve believes in giving back and participated in a UBS mentorship program where he provided a small business owner with six months of pro bono financial advice. Continuing as a mentor, Steve has been working with a US Veteran transitioning to a business career. After losing his wife in December 2011 to a 16-year battle with metastatic breast cancer he became actively involved in supporting breast cancer research and organizations that help care for cancer patients and their loved ones. Steve, his wife Gale and their 3 children Grace, Charlie and William reside in Hinsdale. Steve enjoys coaching their children's soccer teams as well as their annual ski trip out West.
California Insurance License 0E36971
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.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Steve received a Bachelor’s degree in Business Administration from Truman State University in 1993 and has since devoted his entire career to working at UBS. Steve obtained the highly regarded Certified Investment Analyst (CIMA®) certificate in 2004 and the Certified Financial Planner (CFP®) in 2006.
In 2004, Steve co-founded a wealth management team which has transitioned into the Northstar Partners Wealth Management Group. Steve utilizes his advanced analytical skill set to help high net worth individuals develop goal-oriented investment strategies. He evaluates a client's entire financial picture to implement a plan that is customized based on their agreed upon needs and aspirations. Helping families confidently accumulate, preserve, and transfer wealth through our planning-based approach, allows families to successfully achieve their critical life goals. Steve believes in giving back and participated in a UBS mentorship program where he provided a small business owner with six months of pro bono financial advice. Continuing as a mentor, Steve has been working with a US Veteran transitioning to a business career. After losing his wife in December 2011 to a 16-year battle with metastatic breast cancer he became actively involved in supporting breast cancer research and organizations that help care for cancer patients and their loved ones. Steve, his wife Gale and their 3 children Grace, Charlie and William reside in Hinsdale. Steve enjoys coaching their children's soccer teams as well as their annual ski trip out West.
California Insurance License 0E36971
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.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
An overview of philanthropic strategies and their impact to help you evaluate different options.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
