(920) 336-0863 info@thefinplangroup.com

Steven Yungwirth

Financial Analyst

About Me

Aside from being away for a few years during college, I have lived in the Appleton-Green Bay area for my entire life. My wife’s family is all from the area as well so together we are 100% Wisconsin. After graduating in 2014 I worked in post-closing for Associated Bank’s mortgage department for two years until I was hired on with Financial Planning. My wife and I currently live in Little Chute with our dog, Tucker.

Education

Previously attending UW – Fox Valley for a couple years before transferring, I graduated from UW – Eau Claire in 2014 with a Bachelor of Science degree in Mathematics. I am always learning, however, and enjoy looking up resources online to help me with this.

Role in the Firm

I am a financial analyst with the firm. This involves setting up new clients’ portfolios and updating portfolio balances with the latest numbers when clients’ updates are due.

Outside of Work

My wife and I love traveling and try to take a big road trip yearly, although in between these we often enjoy going to Chicago or Minneapolis to visit friends and family. In the summer we like spending as much time outside as we can, whether this includes camping, hiking, or simply taking our dog to the dog park. We are both huge Packer fans and will always watch the games, although I am more of an avid football fan and usually end up watching football for the whole day. I also enjoy playing guitar, piano or kicking back with a movie or video game.