Steve Gibson

Steve Gibson, CFP®, has a solid work experience in the financial industry, with a focus on insurance and wealth management. Steve currently serves as the President of Plante Moran Insurance Agency, where they lead the agency and assists clients in planning for the disposition of their wealth. Steve collaborates with estate planning attorneys to develop strategies that minimize estate taxes at various levels. Before their current role, Steve worked as an Insurance Associate at Plante Moran Financial Advisors from 2013 to 2020. Prior to that, they served as a High Net Worth Insurance Specialist at Fifth Third Securities from 2009 to 2013. Steve also gained experience as an Area Insurance Specialist at Citi from 2003 to 2008 and as a Financial Advisor at Ameriprise Financial Services, Inc. from 1998 to 2003.

Steve Gibson, CFP®, obtained a Bachelor of Science in Finance, General from the University of Minnesota - Carlson School of Management between 1995 and 1999.