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. He also has obtained the Accredited Wealth Management Advisor (AWMA®) designation, a course of study encompassing 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, currently 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.
I am dedicated to helping my clients meet their overall wealth management objectives.
Raymond James is not affiliated with the above organizations and/or charitable causes.You should discuss any tax or legal matters with the appropriate professional.