Stephan Diol, CRPC®, RICP®, MBA
First Vice President - Investment Officer
Focus
Steve drills down to learn as much as he can about you and your family. Only when you are comfortable does he begin addressing your wealth management requirements. He develops personalized asset management strategies to help you balance today's financial needs with your dreams for tomorrow.
Background and experience
Since 1999, Steve has helped clients in different phases of their lives address their financial concerns and develop sound strategies by focusing on each individual's specific needs, time horizon and risk tolerance. With extensive experience throughout major shifts in the markets, he has dedicated his career to delivering the comprehensive investment planning services those clients and their families deserve, helping them to maximize their retirement income and pursue their goals.
Steve earned an undergraduate degree in finance from Illinois State University, and his MBA in Business Administration with Distinction from the Keller Graduate School of Management. He also holds Series 7 and 65 registrations, the Chartered Retirement Planning CounselorSM (CRPC®) certification, and the Accredited Domestic Partnership AdvisorSM designation.
Away from the office
Giving back to the community is important to Steve. Over the past 12 years he has coached youth baseball, softball and soccer. He is a founding member of the Wauconda High School foundation that helps raise funding for classroom technology. He also mentors students in the Future Business Leaders of America club at Wauconda High School. Out of the office, Steve enjoys bicycling, boating and spending time with his family.
California Insurance License Number 0E72029. Resident state: IL.
Steve drills down to learn as much as he can about you and your family. Only when you are comfortable does he begin addressing your wealth management requirements. He develops personalized asset management strategies to help you balance today's financial needs with your dreams for tomorrow.
Background and experience
Since 1999, Steve has helped clients in different phases of their lives address their financial concerns and develop sound strategies by focusing on each individual's specific needs, time horizon and risk tolerance. With extensive experience throughout major shifts in the markets, he has dedicated his career to delivering the comprehensive investment planning services those clients and their families deserve, helping them to maximize their retirement income and pursue their goals.
Steve earned an undergraduate degree in finance from Illinois State University, and his MBA in Business Administration with Distinction from the Keller Graduate School of Management. He also holds Series 7 and 65 registrations, the Chartered Retirement Planning CounselorSM (CRPC®) certification, and the Accredited Domestic Partnership AdvisorSM designation.
Away from the office
Giving back to the community is important to Steve. Over the past 12 years he has coached youth baseball, softball and soccer. He is a founding member of the Wauconda High School foundation that helps raise funding for classroom technology. He also mentors students in the Future Business Leaders of America club at Wauconda High School. Out of the office, Steve enjoys bicycling, boating and spending time with his family.
California Insurance License Number 0E72029. Resident state: IL.