
Estate and Business Planning Specialist at Northwestern Mutual Financial Network
Greater Milwaukee Area

Estate and Business Planning Specialist at Northwestern Mutual Financial Network
Greater Milwaukee Area
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.
(Privately Held; Financial Services industry)
August 1990 — Present (19 years 5 months)
BBA , Accounting/Finance , 1973 — 1977
Travel, photography, sailboat racing, cycling, cross country ski racing
Milwaukee Estate Planning Forum, Association for Advanced Life Underwriting (AALU)