Steve has more than 25 years of financial services industry experience with the last 20 years being specialized in Wealth Management. Steve earned his Bachelor of Science in Business Administration with an emphasis in Finance from the University of South Dakota. Steve is an Accredited Asset Management Specialist (AAMS®) and an Accredited Wealth Management Advisor (AWMA®). Courses of study encompassed asset management, investments, wealth strategies, equity-based compensation plans, tax reduction strategies and asset protection strategies.
Steve enjoys spending quality time with his family and is motivated to be the best role model he can be for his two children. He has a love for the outdoors and strives to accomplish things he never thought he would be able to do. He enjoys completing various home improvement projects and keeping fit by working out, golfing and running the occasional marathon. Steve aspires to one day complete a triathlon.
Steve is active in the community, formerly serving as a board member of the Greater Omaha Division of the American Heart Association. He also is an active Habitat for Humanity volunteer and past board member and treasurer of St. Mary’s Church.
14310 FNB Parkway
Omaha, NE 68154
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE