Steven Gillhaus, CPA, CFA®
Designations and Licenses
Steven is a Certified Public Accountant and holds the Chartered Financial Analyst® designation.
Experience and Education
Steven provides personalized wealth management solutions for affluent families, corporate executives and business owners. He works with clients to define their goals and values, and then designs, implements and monitors customized plans to help them reach those goals. In addition, he provides directional leadership to the advisors and associates in our Oakbrook office.
Prior to joining Mariner Wealth Advisors, Steven was a financial advisor at Savant Wealth Management. Before that, he served as the director of wealth management at Mowery & Schoenfeld Wealth Management. While there, he led the investment management practice within the firm, delivered personalized financial plans to clients, constructed custom portfolios and coordinated tax planning and preparation services.
He has a bachelor’s degree in accountancy and a Master of Science degree in taxation from Northern Illinois University. Steven is a member of the American Institute of Certified Public Accountants and an Illinois CPA Society member.
Steven lives in Kildeer with his family and is involved in the local community. In his free time, he enjoys staying active with his children and cheering on their soccer, baseball and basketball teams.