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Steven M. Reiss CPA, CFP®

Wealth Advisor
Tax and Financial Planning Specialist
Senior Associate

Steven M. Reiss is a CPA and CFP® professional. He is a Senior Associate Wealth Advisor, and Tax and Financial Planning Specialist at Heck Capital Advisors, and is based in Heck Capital’s Milwaukee office. Steven began his accounting career in 2014 and provides tax and financial planning advice to High-Net-Worth individuals and families.
 
Steven graduated magna cum laude from the University of Houston with a Bachelor of Science degree in Political Science and minors in Psychology and Economics. Steven earned his Master of Science in Accountancy degree from the University of Houston C.T. Bauer College of Business and became a CPA. Steven completed CFP® coursework through the University of Georgia Terry College of Business and earned his CERTIFIED FINANCIAL PLANNER™ certification.

Prior to joining Heck Capital, Steven started his career at BDO, preparing gift tax returns and income tax returns for individuals, partnerships, corporations, and trusts. He has spent his entire career working for Top 15 national accounting firms.  As a tax manager at Forvis Mazars in Houston (formerly BKD), and later CBIZ in Nashville (formerly Marcum) he managed numerous projects and consulted on complex federal and state tax strategies for High-Net-Worth clients and their businesses.

Steven’s primary responsibilities include working with the Wealth Advisory team to provide holistic tax and financial planning advice for families and individuals. Steven also serves as a member of Heck Capital’s Advisory/All Advisor Committee and is a member of our Wealth Advisory Team. Steven is well suited to work with High-Net-Worth individuals and families, and individuals with complex tax situations.

Steven is an Eagle Scout and serves his community by volunteering at his local food bank. He resides in Pewaukee with his wife and two-year-old son.

What is the most rewarding part of your position?
Helping our clients and our team cut through the complexity of the tax code to provide peace of mind. 
 
What do you hope to achieve for your clients?
My goal is to help clients accumulate and transfer wealth in the most tax efficient manner possible, and to build relationships with clients and their tax preparers to streamline service across provider firms.  From an early age I’ve been passionate about financial literacy and personal finance topics. I saw first-hand how my family’s tax and wealth advisor provided incredible peace of mind to my parents and transformed their financial lives by providing education and guidance.  I hope to do the same for our clients. 
What do you enjoy most about working at Heck Capital Advisors?
Everyone on the team communicates well and collaborates to find the best solution for our clients.
 
Fun Facts:
I’m an Eagle Scout.  I’ve run three half marathons in Houston.

 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® 🏆 in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.