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M

eet ...

 

Steve Bowman, MBA, CFP
Vice President

 

 
Steve Bowman, MBA, CFP

steveb@business-estate.com

We are fortunate to have Steve as part of our team of professionals at Business & Estate Advisers, Inc. Using his MBA, CFP and his financial investment expertise Steve helps us provide the best money management services to our retirement planning and estate planning clients.

"Our firm is motivated by a customer base that truly enjoys us as people and as professionals for the service we provide."

Steve and his wife, Lori, are the proud parents of three children, Addison, Parker, and Kallahan. On weekends and days off you'll find Steve wading through the myriad of streams of Wisconsin and Colorado honing his fly-fishing techniques. In the summer you may also find him on the golf course, and in the winter he will be cross country skiing the fine trails in the Northwood's..

 

 

 

 

 

 

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Fee Based planning offered through B&E Investment Advisers, Inc.
Securities offered through ValMark Securities, Inc., Member FINRA/SIPC
130 Springside Drive Suite 300 Akron, Ohio 44333-2431 1.800.765.5201
Business & Estate Advisers, Inc and B&E Investment Advisers, Inc. are separate entities from ValMark Securities, Inc.

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