Chief Investment Officer
As the Chief Investment Officer at RJ Beucler Financial, I am responsible for ensuring that our clients receive effective advice when it comes to investment due diligence and research. In addition to counseling, I provide portfolio management for the team as well.
Growing up in a small factory town in northern Indiana, I learned the importance of hard work from my parents who worked multiple jobs to provide for our family. My passion for athletics led me to receive a full basketball scholarship, but an injury forced me to shift my focus towards academics.
In my free time, I am always reading about investing and analyzing economic data. I am constantly striving to learn more about the industry and improve my skills as a CIO. However, I still manage to keep my athletic side alive and well, as I enjoy exercising and following professional football.
One of my biggest desires is to make a difference in supporting the STEM discipline. It runs in my family - my grandfather was an engineer for GM, my mother is a math teacher, and my sister is currently working towards her PhD in Nuclear Physics. I see the immense value in promoting STEM in public education and I am committed to doing my part to support it.
Overall, I am dedicated to helping our clients achieve their financial goals and providing them with sound investment advice. It is my pleasure to serve as the CIO at RJ Beucler Financial and I look forward to continuing to make a positive impact in the financial industry.
Steven does not offer securities through Silver Oak Securities, Inc.