Steve brings nearly 30 years of financial advising experience to his clients.  He believes that world events have a direct effect on the goals of individual investors.  Steve prides himself in his ability to interpret how current events may impact his clients and then help them build a financial plan that will meet their needs.

Steve is a Certified Financial Planner (CFP^®) and leads The Anderson Financial Group of Hilliard Lyons, as well as serving as Branch Manager for the Saginaw and Midland, Michigan offices.   Before becoming a Hilliard Lyons branch manager in 1997, Steve served First of Michigan (from 1984 – 1997) in Midland as a registered representative and in Bay City as a manager. 

You may also recognize Steve as the voice of the Ticker Tip announcement every morning and afternoon on WSGW radio.

Steve is active in several business and community organizations, including:

• Saginaw Chamber of Commerce
• Bay City Chamber of Commerce
• Michigan State University
  Alumni Association
  Eli Broad Alumni
  East Lansing, MI  
• Saginaw Bowling Hall of Fame Committee - Chair
• Saginaw Bowling Association - 2nd Vice President
• BAHN College Bowling Scholarship Fund Co-Founder

• Series 7 - General Securities Representative
• Series 8 - General Securities Supervisor
• Series 31 - Managed Futures
• Series 63 - Uniform State Exam
• Series 65 - Registered Investment Advisor
• Insurance License: Life, Variable Annuity & Health
• Certified Financial Planning^® Practioner (CFP^®) - 1987
  College for Financial Planning
  Denver, Colorado
• Michigan State University - BBA
• Outstanding Service Award - 2000
• Executive Club - 2000, 2008
• Directors Club - 2002 to 2004, 2006 & 2007, 2009 & 2010
• Presidents Club - 2005

This Financial Consultant is registered in the following state(s): AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, MI, NC, NE, OH, OR, PA, SD, TX, WA, WI

A graduate of Saginaw Valley State University, Karen has been in the finance field since 1987.  She is certified as a Chartered Wealth Advisor (CWA^®), which gives her technical expertise for the effective delivery and implementation of wealth management strategies.  Karen is an active community member with a long history with the local Big Brothers Big Sisters organization.

Karen enjoys working with clients to ensure the highest level of service in all aspects of the firm.  You also may hear Karen on WSGW on occasion sharing financial tips and giving market updates.

Education & Awards

• Series 7 - General Securities Representative
  
• Series 65 - Registered Investment Advisor
  
• Series 63 - Uniform State Exam
• Series 31 - Managed Futures License
• Insurance License: Life, Variable Annuity & Health
• Chartered Wealth Advisor^®
• Saginaw Valley State University - BBA - Finance
• AAMS^®

This Financial Consultant is registered in the following state(s): AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, MI, NC, NE, OH, OR, PA, SD, TX, WA, WI