That’s when I realized I wanted to become a financial planner.
Stephen Bauer, CFP®, CRPC®
Stephen Bauer, an agricultural and consumer economics graduate, enjoys his career as a financial advisor for Ellis & Ellis. He loves working and developing relationships with clients, many of whom have become close friends over the years.
“I’ve had clients at my wedding, and some have invited me to their birthday and holiday parties,” Stephen says. “I also enjoy knowing that I have helped alleviate stress from my clients’ lives because they don’t have to worry about what the stock market or economy does tomorrow. We have a plan, and they know I’m watching out for them.”
While Stephen plays many roles as a financial advisor, he focuses on researching and managing investment strategies for clients. Working with representatives from different financial institutions to understand their strategies, he determines which manager is the best fit for Ellis & Ellis’s clients and market perspective. Stephen, a big fan of football, compares his career to a football team’s general manager.
“I research to find the best coaches and assistant coaches who have the talent and game plan we want to use and think is best for our team,” Stephen says. “Then I let those coaches recruit the best players for their strategy.”
As a successful financial planner, Stephen believes his U of I classes were the most beneficial college experiences in preparing him for his current role.
“While a student in consumer economics and finance, I started learning about financial planning. I realized that there is so much information people don’t know about finances, and I learned about the power of compounding interest and the effect of that on your wealth. That’s when I realized I wanted to become a financial planner.”