Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Professional
Steve has been in the investment industry since 1990 after graduating from Eastern Illinois University with a Bachelor of Science degree in Finance. He has been affiliated with the Peoples State Bank since 1991. In 2003, Steve completed his degree from the College of Financial Planning and became a CERTIFIED FINANCIAL PLANNER™ Professional. This certification requires a broad understanding of investments, insurance, taxes, and estate planning strategies, including trusts. Steve enjoys the personal relationships involved in financial planning and is passionate about helping others successfully navigate their particular financial goals.
Steve was raised on a dairy farm in Jasper County, has been on the board of multiple non-profit organizations in the area, and is an active member of St Isidore Catholic Church. Steve and his wife Jodi have been married since 1992 and have three children: Mark, Jordan, & Rachel. Steve enjoys golf, watching sports, and traveling with his wife and family.
Client Services Manager
Nancy Kocher has a total of 30 years of investment and banking service experience, along with her life and health insurance licenses. She has been with Peoples Wealth Management since 2002 and is the customer service manager.
Nancy and her husband enjoy living in Jasper County where they raise their daughter, Kelsey, and son, Jordan. With her extensive investment service knowledge, Nancy looks forward to meeting with you and your family to help in any way possible.
Client Service Assistant
Whitney Benefiel began her role as Client Services Assistant at Peoples Wealth Management in 2017, bringing a broad background in investments and accounting. She is committed to helping clients and making their experience as seamless as possible.
Although she is not originally from Jasper County, Whitney has enjoyed getting to know and working with people in the community she now calls home. She resides in Newton with her husband, Josh, and their two children, Ava and Hudson.