Managing Director, Executive Financial Adviser
Steve Howles
CFP®

Experience: Started career finance in 2007. 

Education: B.A. History from the University of Buffalo; M.S. in Finance from Rochester Institute of Technology 

Steve is committed to providing outstanding service to our clients and their families from our Rochester, New York office by 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. 

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