(563) 242-1885

steve@firstwealthfinancialgroup.com

Steve has been serving the needs of clients since 1997. He attended Long Beach State before starting a corporate career in Southern California. Steve started his career with Merrill Lynch in Moline, IL as a Financial Advisor. After that, Steve spent 17 years as a dedicated Financial Advisor at Wells Fargo specializing in Financial Planning. As a Wealth Advisor, he enjoys working with clients to plan for a sustainable future. He is experienced in Financial Planning, Portfolio Construction, and Wealth Transfer. He continues to educate himself on estate and client portfolio construction. Steve holds his Series 7 and Series 63 through LPL Financial, and Life and Health Licenses.

Steve and his wife, Trish, live in Bettendorf, IA with their 2 beloved schnauzers, Bob and Lambeau. Steve and Trish have been married since 1997. Steve has 5 children and 9 Grandchildren. In his spare time, he enjoys gardening, is a gourmet chef, and loves to golf with his friends!