Our Team

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Steve Block

Founder | Financial Strategist

Steven Block a Financial Advisor offering investment advisory services through Eagle Strategies LLC. Steven is proud to be a Registered Representative with NYLIFE Securities LLC and New York Life Insurance Company since 2009. He works with a wide variety of clients, including individuals, families, and business owners with accumulation and distribution strategies to maximize outcomes in a tax efficient manner. He helps customize individualized strategies by helping the client understand where they are now and where they want to be in the future. He treats all clients as if they were his own family.

Prior to coming to NYL, Steve was a commodities trader on the floor of the Chicago Mercantile Exchange for 24 years. Prior to working, Steve graduated from Grinnell College in 1984 with a Bachelor of Arts. While there, Steve was a member of the nationally ranked swim team and played water polo.

When not at work, Steve loves spending quality time with his spouse, three daughters, and sons-in-law. He is passionate about  strength training and enjoys dining at his favorite restaurants.

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Leslie Block

Client Relationship Manager

With 30 years of experience in client service and administrative support, Leslie has a wealth of expertise and knowledge managing relationships and ensuring smooth operations. Her background focuses on building and maintaining long-term relationships with clients, understanding their needs, and providing exceptional service.

Prior to joining the team at BlockWall Strategies, Inc. Leslie served for nine years as Director of Clergy and Lifecycle Support, and then as Director of Operations at a large, vibrant synagogue in Deerfield, Illinois.

Leslie loves to entertain and explore new recipes, traveling, and spending time with her husband and their growing family. She is fortunate to have all of her adult children living in the Chicago area.


Partnerships

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Mary Beth Velzy


Mary Beth has been in the financial services industry since 2011 with a focus on retirement planning, tax strategies and employee benefits. She advises clients across the United States.

In 2017 she began volunteering with Money Management Educators marketing their unique services to nationally known corporations, associations and municipalities. Mary Beth is an avid supporter of promoting financial wellness in our corporate communities.

Mary Beth’s extensive marketing background includes working with employers like Service Express, Franciscan Ministries, City of Aurora and Assurance. She is actively involved with local HR groups including HRMAC, SHRM and HRA Oakbrook.

Living in downtown Chicago she enjoys trying new restaurants, gardening on her deck, and spending time with friends and family. She also frequently travels and loves exploring new destinations.