In Steve’s role as Chief Investment Officer, he strives to make the financial markets’ complexities understandable and approachable for his clients. Investing in an ever-changing world requires a stable and repeatable process that can be implemented alongside a well-thought-out financial plan. Steve’s background using stocks, bonds, mutual funds, ETFs, and alternative investments provides his clients with a well-rounded approach towards pursuing their long-term goals. Outside of work, Steve likes to spend his time traveling with his family, playing golf, and trying new restaurants with friends and family.
Certifications, Licenses, and Registrations
- Registered Representative with LPL Financial, Member FINRA/SIPC
- Chartered Financial Analyst
- CERTIFIED FINANCIAL PLANNER™ professional
- Life, Health, and Variable Life/Variable Annuity Insurance Licenses
Education and Training
- Series 7 held at LPL Financial
- Series 66 held at LPL Financial & Great Valley Advisor Group
- Bachelor’s Degree – Finance; Iowa State University
- Master of Investment Management/Financial Analysis – Creighton University