Secure Act 2.0
CURRENT ROLE
Steven develops creative strategies that help clients work toward meeting their
financial goals, integrating retirement plan design, consulting, administration and
investment advisory services with overall business and financial plans. He works with
a cross-functional Rehmann team to proactively guide each client, considering tax law
and efficiencies, estate planning, and accounting needs along the way.
SERVICE AREAS
• Investment analysis and portfolio design
• Fiduciary due diligence support
• Retirement plan consulting
• Plan participant education and communication
• Plan design and implementation
EXPERIENCE
Steven began his financial services career in 2008 and has consulted on a variety of
different types of plans for corporations, not-for-profits and governments. He has
extensive knowledge of financial planning and the many facets of qualified and nonqualified
retirement plans. He joined Rehmann in 2020.
Steven holds the Chartered Financial Analyst (CFA) certification, Certified Plan
Fiduciary Advisor (CPFA) and the Series 65.
Steven keeps current on industry standards by attending seminars and graduate level
courses offered through professional societies and associations. A frequent
presenter, Steven has spoken on subjects such as fiduciary responsibilities,
retirement plan fees, and overcoming cognitive and emotional biases.
A CLOSER LOOK
• Actively involved in professional organizations, Steven is a member of the National
Association of Plan Advisors (NAPA), Michigan Association of Public Employee
Retirement Systems (MAPERS), Alliance Benefits Council of Detroit, CFA Institute,
and CFA Society of Detroit.
• Steven was recognized nationally as a NAPA top retirement plan advisor under 40
from 2017-2023 and he interviewed for the cover story of the 2019 summer
edition of “NAPA Net the Magazine”.
• Steven’s team was a finalist for the NAPA 401k leadership award, a finalist for the
PLANSPONSOR Retirement Plan Adviser of the Year (large team category) and a
NAPA Top DC Advisor Team.
