Steve Ostrander serves as a Wealth Advisor and provides financial management strategies through a comprehensive planning process, interactive client communication and meticulous attention to detail. With more than 25 years of investment planning experience, Steve utilizes well-recognized, accomplished advisory services and works alongside his clients to construct well-balanced portfolios. He views risk management as crucial in determining the most appropriate asset mix for each client. Utilizing a customized variety of investment vehicles and insurance programs, he strives to assure his clients gain a clear understanding of their investment options and seeks to apply the most appropriate strategy for each situation.
Steve is a 1987 graduate of the University of Wisconsin-LaCrosse with degrees in Finance and Economics and has pursued additional graduate coursework at DePaul University. He holds FINRA Series 7 and 63 registrations through LPL Financial and the FINRA Series 65 registration through HighPoint Advisor Group, as well as Life and Variable Contracts Licenses.
Steve and his wife, Allison, reside in Batavia, with their daughter, Madison, and two sons, Luke and Drake. He enjoys spending time with his family, coaching youth sports and is actively involved in Batavia’s Holy Cross Church.