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About
Steve Abramowicz
CFP®, Managing Director, Mill Creek Financial Partners at Ameriprise Financial Services, LLC, Host of Heartland Journal’s Podcast.
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Biography

Steven “Steve” Abramowicz is a seasoned financial planner and fiduciary advisor with over 30 years in wealth management. Based in Franklin, TN, he leads Mill Creek Financial Partners, specializing in retirement plan distribution, sustainable investing, estate planning, and small-business finances. A University of Southern California alumnus (B.S., ’93), Steve holds prestigious credentials including CFP®, CFA®, ChFC®, AIF®, and more—underscoring his commitment to high ethical standards and client-focused planning. He began his career in corporate banking and institutional trading, later advancing to senior leadership positions at Morgan Stanley and UBS before joining Ameriprise.

Speaking Topics & Booking Fit

Steve excels as a speaker at:

  • Retirement planning & wealth distribution – strategies for individuals and plan sponsors
  • Sustainable & responsible investing – aligning portfolios with values
  • Estate planning & legacy strategies – advanced family wealth transfer
  • Small-business financial strategy – growth, ownership transition & succession
  • Multigenerational financial literacy – engaging families in financial education
  • Behavioral finance & fiduciary responsibility – ethical, client-centered wealth management
Social Media & Media Presence
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Keith Erwood

Keith Erwood is an operations and business transformation expert who helps organizations streamline execution, align leadership, and drive measurable growth. As COO and Co-Founder of Erwood Group, he works with executive teams to improve efficiency, strengthen accountability, and implement scalable systems. He speaks on operational excellence, leadership alignment, and executing strategy effectively.

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Tamara “Tami” Patzer

Dr. Tamara Patzer is a media strategist and communications expert focused on AI, influence, and the future of business. Creator of AI Suggestibility™, she helps leaders become the answers AI systems surface. A published author and speaker, she has trained businesses and spoken at major institutions, offering early insight into building authority in an AI-driven world.

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