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Online Lending Applications Temporarily Down
Our commercial, consumer loan, and credit card online application systems are currently experiencing technical issues and are temporarily unable to accept applications. While we work to restore service, please contact your banker for assistance with completing your application. We apologize for the inconvenience and appreciate your patience.

Steve Slocum

Investment Officer & Portfolio Manager

Wealth Management

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Bio

Steve brings over 15 years of experience in financial services to Lake Ridge Bank. In his role as an Investment Officer and Portfolio Manager, Steve plays an integral part in the ongoing management of client portfolios and investment research. He also serves as a member of the bank’s Trust & Investment Committee. Steve began his career in the industry in 2009, providing tailored advice and solutions to meet the unique needs of his clients. Steve holds a Bachelor of Science degree in Economics from the University of Wisconsin-Madison and has obtained the CERTIFIED FINANCIAL PLANNER® certification and Accredited Portfolio Management Advisor™ designation.

Education
University of Wisconsin–Madison

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Quote

I enjoy helping our local clients pursue and reach their specific goals and achieve true financial freedom.”

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