Stephen P. Kavois, CFP®

Stephen P. Kavois, CFP®

Partner, Wealth Advisor

Steve grew up in Northwest Indiana where he attended Merrillville High School. He graduated in 2002 from Purdue University with a Bachelor’s degree in Management.

Steve held a management position with a successful retail company for two years before being recruited by the Wealth Management Group in early 2005. Steve currently holds FINRA Series 7 and 66 registrations, and his Life and Health Insurance licenses held through LPL Financial. Steve earned his CERTIFIED FINANCIAL PLANNER™ certification in December of 2013. His focus is on building lifelong client relationships based on outstanding service and support as well as individually tailored investment portfolios. Steve specializes in portfolio analysis, design, implementation, and management.

Steve enjoys spending time with his wife, Marissa, triplets Graham, Reed, and Flynn, and bulldog Wilson. In his spare time (when he has any) he enjoys skiing, golfing, water sports, and other outdoor activities.