Kevin | Partner-Financial Advisor | Forward Financial Group

Kevin Steffen

Partner-Financial Advisor

Phone: 262-444-5401
Fax: 262-444-5402
Direct Line: 772-251-2838

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I am a Partner, Financial Advisor at Forward Financial Group. I began my career as a financial advisor developing my investment knowledge in 2002 with Robert W Baird and Co. Since then, I have been helping my clients address their financial concerns with a commitment to providing comprehensive investment planning that is tailored to each individual’s specific needs from the ground up. I help to build retirement strategies focusing on investments and income. With extensive experience throughout major shifts in the financial markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve.

My wife Maria and I enjoy spending time with friends and family outside of the office and treat every day as a gift! We have four children…Katarina is a Special education teacher in Knoxville Tennessee, Gabriella is an admissions counselor at Keiser University and pursuing her MBA, Andrew is finishing his third year of the Navy ROTC program at Jacksonville University and Emma is in high school.