Steve is a Wealth Advisor and CFP® at Paulson Wealth Management. As a Wealth Advisor, Steve provides assistance in trading, portfolio analysis, research, and monitoring of Client accounts. Steve also contributes to firm marketing and Client service activities. Like everyone on the Paulson Wealth Management team, Steve is a trustworthy and reliable player, dedicated to enhancing the Client experience.
Steve obtained his CERTIFIED FINANCIAL PLANNERTM in November 2018. Prior to joining the Paulson Wealth Management team, Steve held the position of a personal banker at Comerica Bank in Holland, MI. While at Comerica, Steve performed various tasks such as opening accounts, closing mortgages, and building customer relationships. Steve graduated from Cornerstone University in Grand Rapids, Michigan, where he majored in Business Management and played soccer.
Steve is originally from Zeeland, Michigan and resides in Wheaton, IL. He enjoys spending time with his wife and kids. Among other things, he enjoys hunting, fishing, and playing golf.