Senior Vice President
Financial Planning Specialist
Steve is a Senior Vice President and has been a Financial Advisor since 1985. He advises individuals, families, and businesses with Wealth Management strategies and Wealth Planning.
Steve focuses on portfolio management, asset allocation, estate preservation, and tax minimization strategies. He holds a Bachelor of Science degree in Finance from the University of Wisconsin-Madison.
Steve was a board member of the Nakoma Golf Club from 2001 to 2006, serving as President in 2005. He has been a Director of the Western Golf Association since 2007. Steve served on the Edgewood College Finance committee from 2005 to 2014. He served on the Piper Jaffray Foundation from 1996 to 1999 and has been a board member of Phi Delta Theta Housing Corporation since 1989.
Benjamin Wierwill, CFP
Wealth Management Associate
Ben has been with The Hird Group at Morgan Stanley since 2006. He is a CERTIFIED FINANCIAL PLANNER, a certification that comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning.
Ben concentrates on helping individuals, families, and small business owners grow, protect, spend, and transition their wealth tax efficiently. He focuses on investment and market research, portfolio analysis, along with financial and retirement planning strategies.
Ben holds a Bachelor of Science degree in Economics from the University of Wisconsin – Madison. He has lived in the Madison area his entire life. He is a life long golfer and enjoys travel, tennis, and Wisconsin Badger sports with his wife and son.
Senior Registered Client Service Associate
Ann’s work experience in the financial services industry has spanned more than 28 years. Ann is registered and has her Series 7 and 63 licenses. She is responsible for the group’s day-to-day administrative and operational activities and focuses on maintaining a high client service level.
Ann has lived in the Madison area her entire life. She enjoys attending live concerts and traveling with family.