Stephen Bratta, CMFC®, AAMS®

Chief Financial Officer

Executive Coach

Ph: 248.218.1249

Link to Coaching Card

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.

We understand that each practice is unique. Advisors have different preferences and personalities - some advisors need an accountability partner, while others need a systems expert. Some advisors just want someone who they can bounce ideas off of, while other advisors want someone to come in and completely manage their day-to-day operation. That is why we have coaches from all different backgrounds representing a broad array of coaching styles and of expertise including: personnel management, business strategy, financial plan operations, technology, acquisitions and mergers, and more.

At the Core of Each Service is a Relationship Built On Trust

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