Meet Steve

Steven Lowell Smith is a native of Carmi and a 1976 graduate of Carmi Community High School, and graduated from Eastern Illinois University with a BS in Accounting in 1981. He passed the Uniform CPA exam in 1982 and earned his MBA in Finance and Economics from DePaul University and became a licensed Enrolled IRS Agent in 2017.

Steve was attracted to a career in financial planning and investment consulting so that he could utilize both his accounting and finance background.

Steve selected SA Stone Wealth Management as his financial services firm so that he could provide highly personalized advice and a complete menu of tools and products to service his clients.

Steve is currently a Carmi Kiwanis Club board member, Bulldog Booster sponsor, and enjoys golf, gardening and chess.