Broker Check
Steven T. Kellogg, CFP®

Steven T. Kellogg, CFP®

Financial Advisor

“Invest wisely so you can live generously.”

That one, simple sentence is a window Steve’s wealth management philosophy and work with his clients. It is his mantra, guiding him to keep wealth in perspective of his most important priorities and helping him to counsel others with integrity and care.

Background
Steve is a Senior Investment Consultant for the Johnson Kellogg Lane Group in Baird’s Waukesha office. He has over 20 years of experience in the financial services industry and has also obtained the CERTIFIED FINANCIAL PLANNERTM certification. He graduated from the University of Wisconsin – Madison.

Much of his work with clients centers on balance and values. His work is not simply about building, investing, and spending wealth; but about helping clients integrate financial planning with their own unique set of priorities and aspirations.

Personal
Steve and his wife, Ellen, reside in Brookfield with their four sons whose ages span eight years: Carlos, Max, Henrik, and Louis. Outside of work, Steve stays busy attending the boys’ soccer and basketball games as well as volunteering at their school. As a family, they enjoy spending time together outdoors biking, swimming and boating.