Our Team

Steve Lerner

Financial Planning Analyst

Steve Lerner
Steve Lerner

As Financial Planning Analyst, Steve works with the Planners and Financial Planning Manager to prepare analysis and materials for meetings at every stage of the planning process.

Steve joined our team in January 2016 after spending the last several years at a mobile healthcare provider. He has a passion for helping others and learning new things. He graduated from Illinois State University with a degree in Business Administration.

On a Personal Note:

A native of Palos Hills, he now resides in Arlington Heights with his wife and American Staffordshire terrier, Noodle. Steve is an avid Chicago Bulls fan. In his spare time he enjoys staying active, traveling, and enjoying the company of family and friends.

TV Show: Wilfred
Musical Artist: Aesop Rock
Food: Italian
Movie: The Goonies
Childhood Memory: Hanging out with all of the kids who lived on my block
Sport: Basketball
Sports Team: Chicago Bulls
Athlete: Michael Jordan
Board Game: Sorry!
Holiday: Thanksgiving
Dessert: Cheesecake
Place to Visit: Colorado or the Pacific Northwest (Oregon, etc.)
Vegetable: Carrots
Color: Green
Spontaneously Fermented Beer: 3 Fonteinen’s Oude Kriek