We are Steve and Michelle Smalenberger…
A husband and wife team with a passion for helping others design a path to financial success — whatever success means for you.
Michelle’s financial planning background (and forward-looking projections) and Steve’s tax and accounting background (and deep analysis) fit together to create complete roadmaps and creative solutions.
We have both seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.
WE PARTNER WITH …
Build and protect your financial foundation, with insurance, funds for education, and other necessities.
Be proactive about your personal or business’s financial future.
Plan for retirement and how you want to enjoy it.
Michelle Smalenberger, CFP® Co-Founder and Financial Designer
With over 12 years working at a nationally-recognized firm, Michelle couples her experience and technical knowledge to serve you.
A Certified Financial Planner TM, (CFP®), she shares her enthusiasm for successful financial futures with all clients. She earned her undergraduate degree in Family Financial Planning from Kansas State University. She enjoys educating others about personal finance through her volunteer involvement with Junior Achievement in the classroom.
Selected as a member of the 2016 Investment News class of 40 Under 40, she has also been mentioned in publications such as The Wall Street Journal, XY Planning Network, The National Association of Personal Financial Advisors, Kiplinger, Investopedia, Forbes, and Financial Advisor IQ.
Outside of work, you can find Michelle spending time with her family — enjoying the outdoors, woodworking, gardening, crafting, and watching or playing sports like tennis, golf, volleyball and basketball.
Stephen Smalenberger, EA Co-Founder and Financial Designer
His years preparing tax returns and bookkeeping for corporations and individuals has allowed Steve to see the importance of planning firsthand. As an Enrolled Agent (EA), he enjoys the careful preparations that make for rewarding results.
One of the reasons he enjoys what he does is the ability to show the outcome that can be achieved with different choices. He enjoys getting to know clients and hearing their unique stories and the lessons which has brought them where they are today.
Steve earned his undergraduate degree in Accountancy from Northern Illinois University where he was honored to represent the prestigious Evans Scholars Foundation.
Steve serves as treasurer of the Palatine Township Senior Citizens Council and in ministries at Harvest Bible Chapel, where he and Michelle attend. He also values spending time with family and watching and playing all different sports, especially golf. He also enjoys continually learning anything new, like guitar, home repair, or fly fishing.