Steven Willick

Steve brings over 15 years of experience in the financial industry to our team. He began his career at Bank of America in 2009 with a focus on residential lending and later transitioned to Wells Fargo Advisors as an internal business development consultant supporting financial advisors across the Midwest. He then served as a regional lending director at Wells Fargo, covering the independent channel, first clearing. In these roles, Steve developed an expertise in portfolio mortgage lending, securities based lending and worked closely with financial advisors to integrate lending strategies into broader financial planning solutions. He brings a wealth of knowledge to our team with a comprehensive understanding of high-net-worth finance solutions, advisory services and financial planning.

Outside of the office, Steve is a husband and father. He and his wife, Kate, have three children, John, Mikey and Maggie. Over the years, he’s enjoyed coaching their athletic teams. These days, he enjoys watching his sons play high school and club lacrosse, while supporting his daughter’s horseback riding. When he finds a bit of free time, he loves getting out on the golf course.