STEVEN R. MONROE, AIF®

STEVEN R. MONROE, AIF®

LPL REGISTERED PRINCIPAL

Steve is an LPL Registered Principal and the President of IBS Financial Group. He is a graduate of Western Michigan University with a Bachelor of Business Administration and emphasis in Economics and Marketing. Steve has 23 years experience as an investment advisor and wealth manager. He joined IBS Financial Group in 1999 and made partner in 2001. Steve works with clients to develop their financial plans and manage their investment risk so they can confidently maintain their long-term retirement goals.

Steve holds the Accredited Investment Fiduciary (AIF) designation, the only designation that demonstrates knowledge and competency in the area of fiduciary responsibility. He works closely with clients to understand their needs and investment concerns so he and his team can deliver the highest level of service.

Steve is an active member in the community supporting the Walker Chapter of AMBUCS, Indian Trails Camp, Kids Food Basket and Family Promise of Grand Rapids among other charitable organizations. Steve and his wife, Lisa, have been married over 25 years. They have a high school age son who is active in sports and currently reside in Grandville, MI.

Phone (616) 774-9290
Fax (616) 774-0817