Steven Merdinger

CFP^®, CHFC^®

Wealth Advisor, Managing Director

Steve Merdinger has been a financial planner since the mid-80s, helping people consider priorities for themselves and their families, and then working closely with them to turn their hopes and dreams into reality. Before that, Steve worked in his family’s business, which gives him a more personal understanding of the financial dynamics of family-owned businesses, including the issues of succession planning and helping business owners attempt to turn their equity into cash.

Steve has a bachelor’s degree in business administration from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER^® professional as well as a Chartered Financial Consultant^®. Outside of work, Steve enjoys coaching rugby at the Northwestern University Rugby Club and sitting on the Chicago Board of Positive Coaching Alliance. Steve is also a member of the Union Leage Chicago and Valley Lo Club.