Steve joined Berger Financial Group in 2024, following our partnership with Klane Wealth Management. He has an extensive background in accounting, tax compliance, and financial advisory services for high-net-worth clients, having owned and operated his own firm for nearly 20 years. As a Financial Advisor, Steve provides comprehensive and customized wealth management services to help his clients achieve their financial goals.

Steve earned his Bachelors of Business Administration in Accounting from the University of Wisconsin-Madison and a Masters of Professional Accounting in Taxation from the University of Texas-Austin. In addition to his academic achievements, Steve holds both his CPA (Certified Public Accountant) and PFS (Personal Financial Specialist) designations. Outside of work, Steve enjoys spending time with his wife Mimi, their three children and six grandchildren. An avid golfer, gardener, cyclist, and scuba diver, he also loves travelling and exploring the world whenever he can.