Steve Howles, CFP®
Managing Director, Executive Financial Advisor
Department: Advisors
Experience: Started career finance in 2007.
Education: B.A. History from the University of Buffalo; M.S. in Finance from Rochester Institute of Technology
Stephen is dedicated to delivering high-quality service to our clients and their families while helping them navigate changes to the markets, taxes, and their own goals. When Beltz Ianni & Associates joined Modern Wealth in 2024, Steve was excited about how Modern Wealth aligned with client-first culture of Beltz Ianni & Associates and could enhance their service offerings.
Steve and his wife, Julia, are proud parents to two children, Jacob and Anneliese. His hobbies include being a student of the market, spending time with friends, and driving his tractor. He serves as a board member of the Rochester Childfirst Network and is excited to be a member of the Estate Planning Council of Rochester.