Steve is a Private Wealth Advisor with Private Wealth Reserve within FNBO Wealth, bringing more than 20 years of experience in the financial services industry. Most recently, he served as Wealth Advisor with UMB Private Wealth Management, and prior to that as a Financial Planner with a Kansas City-based RIA firm. He also spent several years in investment product management with Ivy Investments, where he was responsible for messaging and positioning across more than $19 billion in assets.

He focuses on developing trusted relationships and delivering high-level service and advice to high-net-worth individuals, professionals, executives, and business owners. He believes holistic financial planning is the foundation for understanding each client's unique goals and circumstances.

CREDENTIALS

Steve received his Bachelor of Science in Business Administration degree from the University of Nebraska-Omaha and a Master of Business Administration degree from Rockhurst University in Kansas City, Missouri. He is a CFP^® professional and holds the Tax Planning Certified Professional^® designation.

PASSIONS

A native Nebraskan, Steve has called Kansas City home for more than 20 years. He and his wife are kept busy by their four children, and when he's not cheering from the sidelines or coaching, Steve enjoys the outdoors and travel. He is also an active member of St. Therese Parish in Parkville, where he previously served on the St. Therese School Advisory Council.