Mike Kwon

Principal and Fiduciary Advisor, Steward Advisors

"Preparing for Financial Independence" Breakout Session Host

Steward’s approach to financial advice is a bit different than most. It’s about understanding the whole client and family, and values that drive them, not just about investment decisions. We’ll ask you insightful questions about your situation likely no one has taken the time to ask before.

We sit on your side of the table and are fee only, so there are no conflicts of interest, and zero commissions earned, or collected, to drive our advice and behavior. We provide independent guidance and help to create more positive outcomes. Mike brings an approach that is honest, authentic, knowledgeable, and caring.  

Mike has over 30 years of experience in the financial services business. In 1986, 30+ years ago, while at IDS American Express, he began doing fee based financial planning. In 1990 he completed the certified financial planner program and earned his designation as a CFP.  

Mike transitioned his career into the banking field from 1990 to 2008.  He held Vice President and Director level positions with Harris Bank, American National Bank, and Fifth Third Bank. He delivered Corporate Retirement Services and Institutional Investment Services, and served as a Wealth Management Relationship Manager for affluent families. He formerly was a Partner and Wealth Advisor at the Trust Company of Illinois.  In 2013, Mike joined Steward Advisors LLC as a Principal and Wealth Manager. 

Mike is married to his wife Cathy for over 35 years, he is the proud father of three college educated and independent daughters:  Amy, Kirsten, and Carolyn. He is a man of faith and attends Willow Creek Church, enjoys golf, new adventures, and follows the Chicago Cubs and Blackhawks.

“Preparing for Financial Independence” Breakout Session Description: 

Are you worried about not having to rely on your parents financially after high school? Learn how to become wise with money, be financially healthy, and get on the right personal financial path early in your life.