Our Team

Steve Lerner, CFP®

Planner Associate

Steve Lerner, CFP<sup>®</sup>
Steve Lerner, CFP<sup>®</sup>

As Planner Associate, Steve reviews and updates clients’ financial plans and investment portfolios, assists Planners with analysis and preparation for client meetings, and provides a primary service point of contact for a group of TNLPG clients.

Steve joined our team in 2016. He graduated from Illinois State University with a degree in Business Administration and earned his CERTIFIED FINANCIAL PLANNER™ professional certification in 2021. He has a passion for helping others and learning new things.

On a Personal Note:

A native of Palos Hills, he now resides in Arlington Heights with his wife Heather and daughter Avery. 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