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Focused on What Matters to You
Steve listens, advises, and helps you create strategies that align with your values and goals.
Steve Schou, VP - Trust Investment Officer, has over 30 years of financial experience and offers guidance on investment strategies, retirement planning, and Social Security planning. He takes a holistic approach that considers the entire picture, helping clients feel confident and supported as they plan for retirement and achieve their long-term financial goals.
Steve has been a Certified Financial Planner practitioner since 1994 and earned the Accredited Wealth Management Advisor designation in 2018. He has previously been a partner in an independent investment firm and has written numerous articles on investing and retirement topics.