Steven Houlihan

CA License #0F16021

MY PROFESSIONAL APPROACH

As a financial consultant, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate you current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

MY BACKGROUND

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2009 and facilitated the opening of our Peoria office. I started my financial services career in 1993 at A.G. Edwards & Sons.

Outside of work, I like to spend time with my wife, Angela, and ours sons Mike, Jimmy and Jack. I also like to boat, fish, and water sports.

AREAS OF CONCENTRATION

• Asset Allocation
• Financial Planning Strategies
• Investment Strategies
• Portfolio Review
• Retirement Planning
• Wealth Management

EDUCATION

• Bradley University, Bachelor of Science Degree in Business

My Community Activities

• Joseph Catholic Church in Brimfield, Member
• Bradley University Alumni Association, Member