Steve is a Senior Private Wealth Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER™ designation and has been in the business of wealth management for over 25 years, most of his tenure having been with global investment banks.

Steve’s diverse skill set provides him with the ability to deliver highly specialized advice designed for a discreet group of high net worth individuals and families. He focuses on the issues that impact clients who have accrued significant wealth and provides solutions ranging from investment management, multi-generational wealth preservation strategies, elder care, and special needs situations.

Steve also assists clients with their philanthropic endeavors which can be passed on through generations and incorporated into investment decisions. As a trusted advisor, he works closely in conjunction with CPA’s and attorneys to provide a seamless and efficient experience for clients.

Steve earned a Bachelor of Arts (International Affairs and Economics) from Iowa State University. He currently lives in Cedarburg, WI with his wife, Mary and has 2 adult children, Jack and Anna, who live in Colorado. Steve is an avid skier, biker and classically trained pianist. He enjoys long hikes with the family dogs, studying history, and traveling.

BACKGROUND EXPERIENCE

Morgan Stanley January 2013 – February 2019
- Branch Manager
- Wealth Advisor
- International Financial Advisor

UBS Financial Services September 2008 – January 2013
- Branch Manager
- Wealth Advisor
- International Financial Advisor

Wells Fargo Advisors June 2003 – September 2008
- Financial Advisor

Mylan’s credentials include decades of experience in the financial industry and this role specifically, servicing higher net worth families & individuals. His focus will be assisting you with any operational needs you may have. A Minnesota native, Mylan and his wife call Sheboygan, Wisconsin home.

Mylan’s interests include Roman history and commercial aviation. He had the honor of flying on the edge of space on one of the last supersonic Concorde flights to London. A recent genetic test revealed founding father of the United States and the nation’s first Treasury Secretary Alexander Hamilton is a distant relative of his. Most weekends in the summer Mylan & his wife can be found at their family lake cottage and on several occasions during the winter, at their oceanfront Florida condo.