For more than thirty years, Steve has used his experience and knowledge in the tax and financial services areas to assist clients throughout the world. A longtime resident of the Fox Valley with his wife Doreen and two grown children, Steve has been involved in the community coaching baseball, softball and as treasurer and vice-president of his Homeowner’s Association. He also volunteers his time for the SIFMA Foundation. Steve is an ardent White Sox and Dolphins fan. In his leisure time, Steve cherishes spending time with his family, plays competitive baseball in the CCSMSBL and enjoys music, traveling, politics, reading and is an advanced saltwater aquarist.
Steve received a BA in Business/Economics from Illinois Benedictine College in 1981 and attained the status of Enrolled Agent (EA) in 1986. He holds FINRA securities registrations Series 7, 63 and 65 and is a licensed insurance producer in numerous states.
Troy's passion is portfolio management and he enthusiastically oversees that segment of our firm. He is dedicated to providing exceptional service and enjoys working with and getting to know our clients. His interests include baseball, football, golf and he is an avid reader. Troy graduated cum laude from Benedictine University with a B.A. in Business Management. He holds FINRA securities registrations Series 7 and 66, and is a licensed insurance producer in Illinois.
Cetera Financial Specialists
Joe is the Regional Planning Specialist for the Upper Midwest Region. Before joining the RPS Team, Joe worked as part of the Internal Planning Specialists Team for ten years. He thrives in assisting financial advisors in building their financial services practice and pursuing their wealth management goals. Joe has been in the financial services industry for over 15 years and holds his Series 7, 24, and 66 securities registrations. He enjoys spending time with his wife Emily, son Connor, and daughter Kate.
Cetera Financial Specialists
Karina is our Internal Planning Specialist for the Upper Midwest Region. Prior to working with the Upper Midwest, Karina was the IPS for the West Region and has a background with Cetera in Advisory Operations and Advisor Services. She is passionate about helping financial professionals assist their clients in reaching their financial goals, and planning for their holistic wellbeing. Karina has been in the financial services industry for 9 years and holds her Series 6, 7, 24 and 66 securities registrations. She enjoys exploring different countries and cultures, as well as hiking and outdoorsmanship in her free time.
Doreen is our Director of Human Resources and provides office support during tax season. Doreen has been working with her husband Steve since 1983 when he first opened his office in Glen Ellyn and after moving to Wheaton in 1999. Doreen has a BS in Personnel Management from Quincy College. She enjoys her family, gardening, Bible study, and donating her time to various charitable organizations.