Stephen W. DeFilippis, EA

Financial Adviser

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.