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Steven A. Plewes, CLU, ChFC

Steven A. Plewes, CLU, ChFC

Managing Director

Steve Plewes began his career in the financial services industry in 1980. Over his many years of practice, he provided his clients sound financial advice helping them progress one step closer to retirement. At this time, Steve now works closely in the office with his staff as the managing director of the firm.

Actively involved in the financial services industry, Steve has served as President and board member of five professional organizations. Widely known for his expertise, Steve has been interviewed and quoted by various newspapers, radio and television programs, and in addition has published numerous articles regarding financial strategies and services. Steve is also a frequent industry speaker, both nationally and internationally.

After making their home in Gaithersburg, MD for over 30 years, Steve and his wife Jan now call St Michaels, on Maryland's Eastern Shore, their home. They have three children and four grandchildren. Steve enjoys spending time with his family, playing golf, kayaking, fishing, playing music with his band, and performing solo gigs. Steve may be reached at