Steve Kramer
About Steve Kramer
Steve Kramer is a Financial Representative at Modern Woodmen of America, specializing in creating affordable financial plans that adapt to clients' needs. With nearly two decades of experience in Lake Geneva, Wisconsin, he offers personalized consultations to help clients define and achieve their financial goals.
Work at Modern Woodmen of America
Steve Kramer has been employed at Modern Woodmen of America as a Financial Representative since 2004. Over the course of his 20-year tenure, he has focused on helping clients in Lake Geneva, Wisconsin, develop personalized financial strategies. His role involves creating affordable financial plans that adapt to clients' needs over time.
Education and Expertise
Steve Kramer studied at the University of Wisconsin-Whitewater, where he earned a Bachelor of Arts (B.A.) in Finance from 1992 to 1996. He furthered his education at The American College, obtaining the Financial Service Specialist and Life Underwriting Training Council Fellow designations. Additionally, he studied at Kaplan College-Milwaukee and achieved the Fraternal Insurance Counselors designation.
Background
Steve Kramer has nearly two decades of experience in the financial services industry. He specializes in creating financial plans that are tailored to grow with clients over time. His focus is on offering personalized financial strategy consultations, helping clients define their financial goals and objectives.
Client Support and Services
In his role, Steve Kramer provides ongoing support to clients by regularly reviewing and adjusting financial plans. This ensures that the plans remain aligned with clients' evolving needs and objectives. His commitment to client service is evident in his approach to developing long-term financial strategies.