Steven J. Spector

Managing Director of Risk Management Services

Steve Spector, managing director of risk management services of Kolb+Co. Financial Advisers, LLC, has been in the insurance field since 1981. He specializes in the design and implementation of insurance programs for executives, health care professionals, businesses, business owners, corporations and individuals. Steve’s areas of expertise include executive compensation, wealth transfer strategies, personal and business life insurance planning, as well as disability income and long term care plan design.

Education

• University of Wisconsin - Madison
  Bachelor of Arts Degree in Sociology and Criminal Justice

Published Articles

• Various articles in insurance industry and national publications

Speaking Engagements

• Insurance topics for various national engagements presented to life insurance companies, medical centers, small businesses and banks

Professional/Community Activities

• Active and qualifying member of the HighCap Insurance Producer Group
• Life and qualifying member of the Million Dollar Round Table since 1981
• Career in force life insurance face amount of over $1,700,000,000
• Village of River Hills, board of appeals member
• The Guest House of Milwaukee, board member
• Milwaukee Heart Institute Advisory Board, past member
• Sinai-Samaritan Medical Center Council Advisory Board, past member
• Jewish Family Services, past board member

Certifications

• Life, accident and health insurance licenses
• Life licensed in Wisconsin, Illinois, Florida, California, Arizona, New York, Minnesota and Indiana

Awards

• Company leader in lives for Northwestern Mutual Life, 2003
• Northwestern Mutual Life’s Prestigious Top 20, member 1994
• Platinum qualifying member of the HighCap Group, 2007 – present

Contact Information

sspector@KolbCo.com

262/754-9400 Phone
800/461-8843