Steve Milby, CFP®

Role: Financial Planning Associate

Joined WPC: 2019

Education: Served five years in the US Navy prior to graduating from the University of Kentucky Gatton School of Business with a major in Finance 1999

Experience: Financial and investment services industry experience as a broker/dealer in the areas of operations, trading and customer service. More recently, worked at a local RIA providing financial planning reviews. Steve earned his Certified Financial Planner (CFP®) designation spring of 2020.

Family: Married to Jodi with 2 children, Caroline and Parker, and a dog

Activities: Spends his free time watching sporting and dance team events

Community Involvement: Proud member of the Knights of Columbus and a parishioner at St. Columban Catholic Church where he serves on the Finance Committee

What You
Should Expect

Together, we will simplify the complexities in your financial picture and collaborate to create
your unique blueprint for success..