Steven M Thagard, MBA, CLU®, ChFC®, REBC®, CFP®

Wealth Management Advisor

Professional

Our team approach to financial planning offers expert guidance and service in the areas of insurance, investment and retirement planning to help our clients achieve their financial goals.

Education

  • Bachelor of Science in Business Administration, University of Florida with High Honors
  • Master of Business Administration (MBA), University of Miami and Adjunct Professor

Professional Background

Steve started his financial planning practice with Northwestern Mutual in 1990.  Previously, he was Executive Vice President and President of several subsidiaries of First Capital Financial Corp., a real estate investment company.  He began his career with Philip Morris USA in sales, marketing and management.

His focus is on financial planning for individuals and business clients.  He has a passion for investments and corporate retirement plans, as well as wealth management services for individuals, companies and non-profit organizations.  He has a strong foundation in risk-based insurance needs and planning.

Steve has been married 35 years with four adult children.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck