Steve is a director with Baker Tilly’s private wealth practice. He has more than 15 years of experience working with high-net-worth individuals, business owners, executives, fiduciaries, families with multigenerational wealth and family offices. Steve works across Baker Tilly’s varied services offerings to develop forward-thinking, custom solutions for every client.
- Provides a holistic, integrated experience for each individual or family connecting them with specialists across our family business advisory, client accounting and wealth management services
- Advises clients on the implementation of sophisticated business succession and wealth transfer techniques
- Advises clients on philanthropic and family legacy planning
- Provides trust, gift and estate services including trust planning, multistate and international estate planning, lifetime transfer planning, financial planning, wealth transfer economic and tax analysis
- Connects clients with other professionals across the firm that can help protect and enhance our clients’ values
- American Institute of Certified Public Accountants (AICPA)
- Wisconsin Institute of Certified Public Accountants (WICPA)
- Fox Valley Estate Planning Counsel
- “Best and Worst Gift and Estate Tax Issues,” Private Wealth Trusts and Estates Conference, Baker Tilly, speaker, 2023
- “Heckerling Highlights,” Fox Valley Estate Planning Council, speaker, 2023