Steve Stone serves as Regional Sales Director for the Midwest and Central U.S. He joined the Kravitz in 2015 to launch the firm’s Chicago office in response to rising demand for Cash Balance plans throughout the region.
Steve combines an expert knowledge of Cash Balance plans with stellar relationship management and sales skills. His 15-year record of success in the retirement industry includes serving at elite firms John Hancock and JP Morgan, then moving on to triple the Cash Balance business at a large regional TPA firm. Steve joined Kravitz for the opportunity to expand his singular Cash Balance focus with the nation’s Cash Balance leader.
A Chicago native, Steve holds an MBA from DePaul Kellstadt Graduate School of Business. An accomplished public speaker, he is passionate about educating business owners and advsiers about Cash Balance plans.