Estate and Business Planning Specialist at Northwestern Mutual Financial Network
Greater Milwaukee Area
- Current
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- Estate and Business Planning Specialist at Northwestern Mutual Financial Network
- Education
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- University of Wisconsin-Madison - School of Business
- Connections
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47
connections
- Industry
- Financial Services
- Websites
Steven Gardiner’s Summary
Steven Gardiner is an Estate and Business Planning Speicalist with The Holter Financial Group of the Northwestern Mutual Financial Network. He specializes in the design and implementation of financial programs for executives, business owners, corporations and individuals. Steven’s special areas of expertise include executive compensation, retirement benefits, business transition planning and estate planning.
Prior to joining The Holter Financial Group, Steven worked for a major public accounting firm where he established and directed a national life insurance products consulting practice. During his eleven years in public accounting, he provided life insurance consulting services to several hundred corporations, including many Fortune 500 companies. In addition, he regularly assisted major life insurance companies with product marketing strategies and conducted numerous seminars on advanced life insurance planning. Steven also provided comprehensive financial planning services
to key executives of major corporations.
Steven Gardiner’s Experience
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Estate and Business Planning Specialist
Northwestern Mutual Financial Network
(Privately Held; Financial Services industry)
August 1990 — Present (19 years 5 months)
Steven Gardiner’s Education
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University of Wisconsin-Madison - School of Business
BBA , Accounting/Finance , 1973 — 1977
- Activities and Societies:
- Hoofers Outing Club
Additional Information
Steven Gardiner’s Websites:
Steven Gardiner’s Interests:
Travel, photography, sailboat racing, cycling, cross country ski racing
Steven Gardiner’s Groups:
Milwaukee Estate Planning Forum, Association for Advanced Life Underwriting (AALU)
Steven Gardiner’s Contact Settings
Interested In:
- expertise requests
- reference requests
- getting back in touch
