Broker Check
Stephen Hayes, LUTCF®, CIC, MBA, BFA™

Stephen Hayes, LUTCF®, CIC, MBA, BFA™

Wealth Manager | Financial Advisor

Steve has been a dedicated financial advisor since 1997, driven by a desire to make a meaningful impact on people’s lives. Armed with an MBA from Marquette University and certifications including Certified Insurance Counselor (CIC) and Behavioral Financial Advisor (BFA), he specializes in holistic planning and fostering strong relationships.

Steve focuses on pre-retirement and retirement planning, longevity, distributions, and legacy considerations. He brings a unique approach with his Behavioral Financial Advisor (BFA) designation, a team-based strategy, and expertise in investment and protection products.

Outside of his professional endeavors, Steve is actively engaged in professional organizations such as Think2perform and the National Alliance. In his leisure time, he enjoys bicycle riding, scuba diving, and sailing. Notably, Steve embarked on a memorable semester at sea in college and completed a 14,000-mile cross-country bike trip when he was 18.