Applying a century of financial experience
Having been in the financial services industry for more than 42 years, Steve has experienced a full range of market conditions and economic environments – bear markets, bull markets, and fluctuating interest and inflation rates. This accrued knowledge has helped shape Steve’s wealth management approach of preserving capital and prudently managing risk.
Being interested in capital preservation, however, doesn’t mean staying away from the stock market. “I believe in the market, but my orientation there is still conservative.” He points out that during the major market sell-off of 2008, he advised clients not to sell as things were bottoming out. “I told my clients that the companies they were invested in were not about to disappear.”
Steve says that his own patience is crucial to the way he works with clients. “It allows me to be an effective and thoughtful listener. I probably spend more time listening than I do talking.” He also describes his approach as educational. “I like to help people get past the hype they hear on entertainment news programs and elsewhere.”
Steve earned a bachelor’s degree in business administration from Ferris State University and an MBA from Central Michigan University. He continues his ongoing education by attending due diligence meetings and continuing education programs centered on asset management, alternative investments, and investment strategies. Steve recently earned certification from the Raymond James Institute of Investment Management Consulting. He lives in Norton Shores with his wife, Darleen.
Raymond James is not affiliated with any of the organizations listed above.