Schou Earns AWMA® Designation

Steve Schou, vice president, business development and wealth advisor, for Rockford Bank & Trust Wealth Management recently completed coursework through The College of Financial Planning, earning the Accredited Wealth Management AdvisorSM or AWMA® professional designation. Schou is equipped to make comprehensive recommendations to meet a broad range of financial goals and provide knowledgeable advice on the best assets and strategist to meet client’s total financial needs.

Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives.  Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

“Through his commitment to professional growth and development, Steve continues to be a valuable member of our team and a trustworthy resource for clients,” said Thomas Budd, Rockford Bank & Trust president and CEO. “We are proud to offer wealth management services at the highest level of quality and care.”

Having completed training through The College of Financial Planning and earning the Accredited Wealth Advisor professional designation, Schou continues to use a holistic approach to retirement and estate planning, addressing the emotional, psychological, and financial aspects of retirement.