Steven Garrels

Our Partners: Steve Garrels

Steven Garrels

STEVEN D. GARRELS*

CPA, CM&AA

Email: 
— Practice Group: 
Accounting
— Practice Group: 
Manufacturing & Distribution
— Practice Group: 

Steve has over 30 years of accounting, finance and business consulting experience in various industries with a focus on providing small- to midsize-business owners with practical solutions to their most challenging issues. Steve grew up in Harvard, Illinois, and currently resides in Lake Geneva, Wisconsin.

Professional Experience

Prior to Porte Brown's merger with Borhart Spellmeyer & Company, Steve was a partner at BSC.

Expertise

Federal & State Income Tax Preparation

Preparation of Financial Statements

Compilations & Reviews of Financial Statements

Certified Audits

Mergers & Acquisitions

Education

B.S. Accounting, Aurora University

Certification

Certified Public Accountant

Certified Mergers and Acquisition Advisor (CM&AA)

Licenses

FINRA Series 7

FINRA Series 66

Illinois Life, Accident and Health Insurance

Civic Involvement

Technology and Manufacturing Association: Member

Illinois CPA Society: Member

American Institute of Certified Public Accountants: Member

Lake Geneva Lions Club: Member

Lake Geneva Manor Association: Treasurer

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Did You Know?

At Porte Brown we know that interesting people make for interesting stories. We pride ourselves on being relatable professionals with family, friends, interesting hobbies, and a deep appreciation for individual growth!

Did you know Steve...

• Is passionate about helping businesses grow and prosper.

• Is a proud parent of two teenagers.

• Enjoys boating and fishing.

• Travels both near and far for college football games.

• Was born and raised in the "Milk Center of the World."

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*Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures. Important Disclosures and Form CRS | Business Continuity | Online Privacy Policy Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Check the background of this firm on FINRA's FINRA's BrokerCheck.

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