Stephen Bratta, CMFC®, AAMS®

Chief Financial Officer

Executive Coach

Ph: 248.218.1249

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Steve’s unique contribution to the KMG team is the development of model portfolios and implementation of creative, organizational strategies for financial advisor practices. As a cornerstone to the KMG concept, he assists financial advisors on business planning, establishing goals, creating systems and processes, conducting leadership meetings with advisors and aids in designing the daily operations of each advisory firm. Steve’s 10 year history, proven track record, and depth of knowledge on the day-to-day operations of advisor practices uniquely positions him as a coach to help advisors grow their business. He graduated from Walsh College in Troy, Michigan with a Bachelors Degree in Finance. Steve has acquired his Series 7, 63, and is life and health insurance licensed and holds the following designations: Accredited Asset Management Specialist and Chartered Mutual Fund Counselor. Steve currently resides in Michigan and enjoys playing golf, boating, and spending time with his wife and two children.