Steve is dedicated to helping his clients meet their financial goals, whether it’s preserving their wealth or enjoying the hard-earned fruits of their labor. With more than 20 years of experience in the financial planning industry, Steve specializes in creating strategies tailored to his clients’ needs.
After earning his Bachelor of Arts from Carthage College, Steve gained deep industry knowledge working as a financial advisor for companies such as Wachovia, A.G. Edwards & Sons, Merrill Lynch and, most recently, Wells Fargo Advisors. In 2018, Steve proudly joined Raymond James, a firm that shares his client-first perspective.
A former resident of Tinley Park, Illinois, Steve resides in Mountain Home with his wife, Kathleen. Together, they have five children, Brock, Amber, Ab, Cody and Tess.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.