As RPG’s Director of Eldercare, Steve educates and advises clients through life transitions associated with substantial estates regarding asset protection and estate planning. A member of the Illinois State Bar, Steve works closely with the advisors at RPG to help best address the financial and estate concerns facing their clients.
Steve holds his Series 7, 24 and 51 securities licenses, and he is a licensed Insurance Provider by the State of Illinois. Due to his level of expertise, Steve conducts lectures on Estate and Financial Planning and the issues facing clients with significant estates.
Steve is a graduate of the University of Pennsylvania with a Bachelor of Science degree in Economics and a graduate of Yale University with a Master of Arts degree in Economics. He received his Juris Doctor degree from Northwestern University where he was a member of the Law Review and was elected to the Order of the Coif.