Steve Fisher, CFP®

Partner and CERTIFIED FINANCIAL PLANNER™ Practitioner. Steve has over 18 years of financial planning experience. He earned his B.S. in Finance from Miami University and held positions as Accounting Supervisor and Assistant Controller for a Fortune 200 Company subsidiary.


  • CFP® College for Financial Planning in Denver, Colorado (1999)
  • Bachelor of Science – Finance, Miami University (1983)

Professional & Civic Associations

  • CERTIFIED FINANCIAL PLANNER™ Practitioner ( (1999 – present)
  • Northwestern Michigan College Foundation Board member (2011 – present)
  • Economic Club of Traverse City
  • Traverse City Central High School Boy’s and Girl’s Tennis Team Mentor
  • Traverse City St. Francis High School Girl’s Tennis Team Mentor
  • Continuing Education Instructor – Retirement Planning classes for Central Michigan University in Gaylord, Cadillac and Manistee, and for Petoskey Adult Education in Petoskey.