Stephen G. Zorko

Owner & CFP®

Over 35 years of experience in the aerospace and investment industries prepared Steve to own and operate IWM. Steve held executive positions in public, private and private equity businesses. Steve is committed to providing the same attention to clients’ needs as he does for his family. His focus is on client engagement, developing financial plans and managing portfolios.

Steve became registered as a Certified Financial Planner, CFP®, with the Certified Financial Planner Board of Standards, Inc. in 2007. He completed the Kaplan University program in Financial Planning in 2005 and passed the NASAA Series 65 Investment Advisor Law Examination administered by FINRA in 2004.

Steve received a B.S. in engineering from The Ohio State University and a M.S. in engineering from the University of Cincinnati. Steve is a veteran of the US Army National Guard and achieved the rank of Eagle Scout from the Boy Scouts of America. Steve lives in Loveland, OH, with his wife and business partner, Janet. He enjoys spending time with his family and dogs, Owen and Roscoe. Steve enjoys exercising, participating as a member of Queen City Angels and volunteering for Clermont County CASA.

Steve’s previous employers include Carpenter Technology Corp., Alcoa Inc. (formerly Firth Rixson), Spectrum Metals, Polymet Corp., Interturbine (now owned by Raytheon Technologies) and GE Aviation.

Phone (513) 633-8370