Steve Schleupner is the Manager, Financial Planning & Wealth Management, at Councilor Wealth. He approaches financial planning as both a practical and personal process, integrating technical expertise with thoughtful guidance to help individuals and families confidently navigate major life transitions.
Steve joined Councilor in 2025 with a background in advising business owners on managing risk and developing succession strategies to preserve wealth for long-term continuity. With his background as a licensed life, disability, long-term care, and property & casualty agent, Steve brings an eye for risk identification and a comprehensive perspective to his work. Through his independent practice, You Tree, Steve also coached clients on building healthier relationships with money and making intentional decisions during difficult transitions.
