Steve Czocher, Cfa, Cfp® Email & Phone Number

I am a Wealth Manager serving a limited number of multi-generational families across the country. Earlier in my 25+ year career in financial services, I primarily focused on assisting families with managing their investments. Over the years, I have evolved to meet the changing needs of clients by expanding my expertise into areas such as estate planning, tax planning, philanthropic planning, and risk management.As Manager of Family Office Services, my (other) role is to build a service offering using external resources for clients in need of advice and support beyond traditional financial services. I vet and monitor outsource specialists to provide clients access to high quality solutions ranging from domestic staffing, insurance, bookkeeping/ bill pay, concierge healthcare support, and private aviation.I am a proud husband and father of two children living in the west suburbs of Chicago with our golden retriever.