Get to know Steven Dolinski

Steve specializes in private wealth management and retirement income planning. He helps clients define, prioritize, and track their financial goals. With over 8 years of experience in the financial services industry, Steve brings a holistic approach to every client relationship; looking beyond the portfolio to consider the full picture of a client’s life, family, and long-term goals.

A graduate of Michigan State University, Steve is a Registered Investment Adviser and a licensed stockbroker holding the Series 7 and 66 registrations.

Outside of the office, Steve is a devoted Michigan State basketball fan and enjoys fishing, golfing, and spending time with his wife and two-year old son. He also serves as an assistant coach for Lake Orion JV football.