About Steven Connolly
Steve firmly believes that by getting to know his clients’ complete financial situation, from their investment holdings to their liabilities to their short-term and long-term goals, he is able to deliver not just a singular investment solution, but a long-range strategy to help them meet their personal objectives and goals.
As a Certified Financial Planner™ and Senior Portfolio Manager, Steve enjoys advising a wide range of clients on their unique financial situations and guiding them through allocation and investment decisions.
Steve’s background is in business management and is a graduate of the University of Notre Dame. He lives in the Barrington area with his wife, Cathy, and two daughters. In his free time, he is an avid golfer, wine collector and college football fan.
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Our independent advisors begin by meeting with you to find how the pieces of your financial puzzle fit together.