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Stephen Palm, CFP®
Financial Advisor
Serving HFG Clients Since 
2007

Stephen Palm has been in the financial industry since 1998, after graduating with his degree in Business Finance from The Master’s College. He was a small business and agricultural loan officer before coming to Haberling Financial Group. His lifelong passion is to help people make smart decisions about money. Each of his clients has slightly different and particular goals that make their situation unique. “I make my clients goals my own.”

Steve’s community involvement and family activities keep him busy. He serves as a Junior Achievement board member and volunteer teacher, on Columbia Center Rotary’s Education and finance committees, coaches his kids’ soccer teams with Upwards and TCYSA, and is a bible study group leader and deacon at his church.

“I knew I wanted to be a financial advisor from the time I graduated from high school. I am glad to be assisting people on the asset side of their balance sheet.” – Stephen Palm, CFP®

Recent posts

November 30, 2017
There are many variables that should be considered to determine the appropriate amount of life insurance you and your family needs. The...
February 10, 2017
At HFG Trust, we have the opportunity to assist clients of all ages, some of whom are several years away from retirement.  Our younger...
July 26, 2016
Some employees are missing out on employer 401k matching contributions without realizing it.  One way this happens is if their...