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Steve Schou

CFPA®, AWMA®, VP - Trust Investment Officer

Location:

345 E Grand Ave, Beloit, WI 53511

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About Steve

Steve Schou, CFP®, AWMA®, 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.


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