Broker Check
Stephen Halusan

Stephen Halusan

Associate Director

Stephen was raised in New Berlin, Wisconsin by his supportive family who have helped spark his interest in serving those around him. He has completed his secondary education at New Berlin Eisenhower where he was a part of the National Honor Society and Varsity sports. Post high school, Stephen committed to Illinois State University to further his academic and athletic career. In concurrence with a difficult schedule full of football workouts and practices, Stephen was able to achieve the Dean’s List honor every semester of his college career thus far. His projected graduation at Illinois State University with a Bachelor’s in Business Administration is December 2021. Stephen’s interests focus on physical well-being, networking and time with family.  He plans to continue his residence in New Berlin after graduation and is excited to pursue a career in financial advising.

Qualifications

  • Pending Bachelor degree in Business Administration
  • Life, Accident & Health Insurance License

Areas of Focus

  • Retirement Planning
  • Holistic planning
  • Promoting Financial Literacy
  • Wealth Management Solutions
  • Educating on How to Protect Assets
  • Performing Insurance Needs Analysis