Steve is a CERTIFIED FINANCIAL PLANNER™ professional. He has more than 20 years of experience in the financial services industry. Prior to joining Raymond James Financial Services in 2003, he held the position of Products and Services Manager with American Century Investments.
Steve graduated from Northwest Missouri State University with a bachelor's degree in Finance. He completed the the CFP Professional Education Program and achieved the designation of Charterd Mutual Fund Counselor from the College for Financial Planning in Denver, Colorado.
Steve is responsible for providing investment and wealth planning solutions for our clients. He guides individuals through important life events such as retirement and offers customized strategies to meet the needs of small business owners.
Steve's professional licenses include:
Steve and his wife Shelly have two children and live in Blue Springs, Missouri.
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.