Broker Check
Steven  Patzke

Steven Patzke

Client Relations Assistant

Steven Patzke joins us after 10 years of experience working in secondary and higher education. As a licensed social worker, he brings a behavioral finance background to our team. Steven’s undergraduate and graduate studies were done at Loyola University Chicago and Boston College, respectively. His finance planning and investment education was completed through Northwestern University. He looks forward to working with clients to pursue their wealth management goals.