Meet The Team

Meet The Team

At our firm, we have the client - and only the client - in mind.

My reasons for becoming a financial professional is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance coupled with years of training as a financial professional, can help people better prepare for the future. I have sought to develop a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue those concepts to pursue their financial objectives.

 

We believe a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. 

No one strategy fits everyone, which is why every client gets our undivided attention- from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using comprehensive methods.

 

Steve’s core values and work ethic can be traced back to his days growing up on a farm in rural Central Illinois. After paying his own way through college, he landed in the Chicagoland area. Steve worked in Human Resources in both the public and private sector, helping employers build employee benefits and building strong rapport with staff. This experience inspired him to start a career in financial services in 2002. Steve’s product knowledge combined with robust client service helped many individuals, families and small business owners address their risk and wealth management objectives. In 2020, Steve decided to launch Flo Chart Financial, in independent financial services practice, and is registered with the national independent brokerage firm LPL Financial.

 

Steve resides in the suburban Chicago area with his wife and children.

Steve’s core values and work ethic can be traced back to his days growing up on a farm in rural Central Illinois. Steve has earned industry accolades along the way including a Charter Life Underwriting designation, the National Association of Insurance & Financial Advisors Quality Award and several company accolades for production and client retention. In 2020, Steve launched Flo Chart Financial to help his clients define, execute and evaluate their financial strategies. He has become well versed in using technology to efficiently lead a more organized financial life. Steve remains very involved in his family’s lives and still occasionally helps with the family farm. He is a beer aficionado, maintaining certification as a sanctioned judge. Steve’s family is also a steadfast supporter of the March of Dimes Illinois chapter and the Jackson Chance Foundation. 

Adriana Mercado, Admin. Assistant

Adriana grew up in the wonderful suburbs of Chicago. After graduating from high school she continued her education at Illinois State University graduating with a Bachelor’s in Business Administration. Adriana was able to gain experience in the customer service field while working during high school and college. Her career continued after college and along with administrative experience she began studying marketing and digital media. As she continues her career Adriana enjoys spending time with her three great kids while investing in her future.